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Brian Kloft
  • Investor
  • Arizona & Oregon Coast
113
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128
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Looking for Simple Free CRM/Database to keep track of Driving for Dollars Properties

Brian Kloft
  • Investor
  • Arizona & Oregon Coast
Posted

I am looking for a basic CRM to help me keep track of the properties that I find while driving for dollars. It doesn't need to be some robust CRM that can do all sorts of things. I have started using a spreadsheet but I would like something that makes it easier to keep track of when I have sent the owners a letter or postcard etc; also to attach a picture of the property and some pdf's of county record documents. I am not looking to do thousands of properties. I am working in a couple of 10,000 person cities and looking for very specific types of properties (3-10 or so unit properties). I am only looking to acquire another 2-3 properties and I doubt the database will ever see 300 properties in it, and it might not get 200 or even 100 properties entered. Again I just need a really simple database. It doesn't need to really do anything for me other than help me be a little more organized. I have been looking at CRM's like Hubspot and Odoo and I tend to get a little overwhelmed because their tutorials all seemed to be geared towards those that have multiple people working on the CRM and all of this automation when all I want is a simple database. Because I want something small, basic and simple I know there are options out there that are free. Perhaps all I need is a pre done template for Hubspot/Odoo/etc. Thanks for any recommendations you might have.

Most Popular Reply

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Mitch Messer
  • Lender
  • Playa del Carmen, México
1,894
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2,389
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Mitch Messer
  • Lender
  • Playa del Carmen, México
Replied

Hey @Brian Kloft, I use HubSpot, it is FREE, and it does all of the things you mentioned needing in your email.

You can set up your account and be loading data into your Contacts database, all well within the next few minutes.

I recommend you start there!

"Done" is the new "perfect!"

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