Updated almost 7 years ago on . Most recent reply
Multifamily CRM - managing names and follow ups
I am growing a Capital raising and syndication company for multifamily properties. I multiple lists of names/addresses/contact info for clients, brokers, banks, private lenders, etc... and want a tool that I can easily track info, contacts, notes, to do's and reminders for follow ups.
What are others using? I like the K.I.S.S. method so hoping to find something like this, SIMPLE but effective.
thnx