CRM For All of These
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.
Most Popular Reply
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.