CRM For All of These

CRM For All of These

Investor · Phoenix, AZ · Member since 2017 · 108 posts · 30 votes

I've looked at about 5-6 CRM's and they all do what they do well but I have yet to find anything that has all of the features that I am looking for.  I'll list those here and maybe if I've overlooked one, someone here can let me know.  So, what I need is a CRM that does at least the following:

Actual CRM (input leads that are passed to me by my cold calling VA's)

system by which I can run campaigns on these leads if I can't get the home locked up upon first contact (text campaigns, call reminders)

system by which I can have postcards automatically mailed out as part of the text and call reminder campaign above

be able to email and text properties to investors (for wholesale purposes)

be able to store contracts and related documents and use the system to easily populate said documents with leads information and send docs to be signed by homeowner

possibly have driving for dollars functionality (not a deal breaker though)

system that can do skiptracing within itself

a dialer isn't necessary as I'll be using CallTools 

I do not do mailers or bandit signs or other forms of marketing where the homeowner would be calling me, unless they are responding to a text they received.

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Rental Property Investor · RVA · Member since 2016 · 5k+ posts · 4k+ votes
3y

ActiveCampaign can do most if not all of this through integrations and the built-in automation customizers.

One of the frustrating things with finding a CRM is getting the perfect fit. However, the good news is you can have a functional system which is good enough, comprised of multiple tools integrated together through Zapier and Leadsbridge.

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  • Rental Property Investor · RVA · Member since 2016 · 5k+ posts · 4k+ votes
    3y

    ActiveCampaign can do most if not all of this through integrations and the built-in automation customizers.

    One of the frustrating things with finding a CRM is getting the perfect fit. However, the good news is you can have a functional system which is good enough, comprised of multiple tools integrated together through Zapier and Leadsbridge.

  • Investor · Phoenix, AZ · Member since 2017 · 108 posts · 30 votes
    3y

    Is there a platform that has most of these already integrated?

  • Investor · Austin, TX · Member since 2021 · 9k+ posts · 5k+ votes
    3y

    Batch Leads 

    Batch Dialer 

    Podio 

    Propstream 

  • Investor · Phoenix, AZ · Member since 2017 · 108 posts · 30 votes
    3y

    Batch systems are what they are, specific to leads and a dialer, looked at Podio and failed to see how it would work for me.  Propstream is awesome, I've used it before for direct mail, but it's only a list provider on steroids along with great data analysis, but not a CMR.

  • Investor · Phoenix, AZ · Member since 2017 · 108 posts · 30 votes
    3y

    let me clarify, I am looking more for a prospect/deal management system.  Something for after the first conversation with the lead and interest has been indicated.  To take the lead/deal from initial contact, to deal, to rehab project management, to disposition to closing.  Using text, email, voicemail drop, postcards, all automated via drip campaigns.

  • Investor · Jacksonville, FL · Member since 2015 · 138 posts · 43 votes
    3y

    Hi @Ron Hollingsworth You mentioned that you looked at 5 or 6 CRMs. Did you happen to check out Invelo? Based upon what you're looking for, Invelo can do most of those tasks that you are desiring. It is also a great CRM for managing prospects, leads and deals. If you are interested in checking it out, go to inveloapp.com. There is a free version if you want to give a try before committing to a paid plan. If you have any questions, I am here to help! 

  • Investor · Merrillville, IN · Member since 2009 · 252 posts · 104 votes
    3y

    @Ron Hollingsworth have you checked out RESIMPLI? It does everything that you listed, plus so much more. I will say that it’s not perfect, I don’t think there is a “perfect system”, however, for what you listed as your wants/needs in a CRM system, this one won’t disappoint. I moved from Podio to this system and haven’t looked back. The creator/owner of the system is actually a member here on Biggerpockets @Sharad M.  and I can say that his team is top notch when it comes to customer service and responding to its customers. I’m not promoting the system here, just mentioning that I use it and for what you asked for, this was mostly what I was looking for in a CRM and they didn’t disappoint. They are also always updating their system’s features based on customer feedback. The last thing I’ll say is, they are coming out with a major update next month and with that, the pricing is going up, if it hasn’t already. Just trying to save you a few bucks while you can. Hope This Helps  

  • Investor · Phoenix, AZ · Member since 2017 · 108 posts · 30 votes
    3y
    Thank you Brian.  I signed up for reSimpli over a week ago.  I like it so far.  So far, seems to be what I am looking for.
  • Sharad M.Pro Member
    Carlsbad, CA · Member since 2010 · 1k+ posts · 1k+ votes
    3y
    Quote from @Brian Woods:

    @Ron Hollingsworth have you checked out RESIMPLI? It does everything that you listed, plus so much more. I will say that it’s not perfect, I don’t think there is a “perfect system”, however, for what you listed as your wants/needs in a CRM system, this one won’t disappoint. I moved from Podio to this system and haven’t looked back. The creator/owner of the system is actually a member here on Biggerpockets @Sharad M.  and I can say that his team is top notch when it comes to customer service and responding to its customers. I’m not promoting the system here, just mentioning that I use it and for what you asked for, this was mostly what I was looking for in a CRM and they didn’t disappoint. They are also always updating their system’s features based on customer feedback. The last thing I’ll say is, they are coming out with a major update next month and with that, the pricing is going up, if it hasn’t already. Just trying to save you a few bucks while you can. Hope This Helps  

     Thank you Brian for the mention. I appreciate it.

    @Ron Hollingsworthwelcome to REsimpli!! You signed up at the right time before a price increase coming in a week or two.

  • Member since 2021 · 3 posts · 0 votes
    3y

    @Sharad M. Im about to sign up, sad price increased. 

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