What app do you guys use to track contacts?

Question

Hey guys,

What app/site do you guys use to keep track of potential investors and people who have invested in deals? I'm looking for a few features:

- Ability to make notes about investors background

- Ability to include contacts into individual deals list

- Ability to create a deal funding funnel to track people going through being interested, coming to webinar, submitting PPM, wiring funds, etc.

Thanks.

Dan Handford · Answer

Chris---I sent you an email with a link to check out the contactually software.

Tony Lin · Answer

Thanks for the suggestion guys. Will give those a try. I was also looking at Trello. There's a nice template that helps you manage your investor friends as they move through different stages of investments.

https://blog.trello.com/how-to-manage-a-killer-sal...

Alina Trigub · Answer

@Tony Lin There're so many CRM systems that it makes it harder to chose one. A lot of them offer a free limited version. Majority is relatively inexpensive and offers a lot of capabilities. You chose the one that suits your needs. I use Pipedrive. It suits the purpose for me. I've tried Hubspot (paid version). I liked it a lot better, but it cost more. I figured if I need to, I can always migrate later to another one. If you google "CRM" you will get much more hits than you would like to see. You can try to be more specific and add such words in your search as "real estate". It should narrow down the search.

Best!

Bjorn Ahlblad · Answer

Rollodex,  I did metal shop in high school and never really learned to type :<)

Dan Handford · Answer

I've been using Contactually and it has been amazing! You can sort your brokers, investors, sellers, syndicators, etc. into various buckets and each bucket has a different follow up timeframe. It makes sure you continually keep in contact with your network.

Chris Tracy · Answer

We use a Google spreadsheet and Mailchimp.  If someone has or could develop a one stop shopping solution that would be fabulous!

What app do you guys use to track contacts?

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