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Updated 2 days ago on . Most recent reply

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Daniel Domer
  • Investor
  • Prior Lake, MN
6
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34
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Software/CRM Suggestions for Leads, Rehabbing, Flipping

Daniel Domer
  • Investor
  • Prior Lake, MN
Posted

Hey guys

Wondering if anyone can suggest any complete CRM solution for the entire process of getting leads in, forecasting deals, rehabbing properties (costs and potential money on the deals), flipping back on the MLS or renting. Basically, we are using emails and google sheets and its becoming too difficult to manage. We are a small group but go very fast, so we need some centralized CRM type solution to manage it all in one place.

Does anyone have suggestions on anything they have had success using out there? For all facets of the cycle (leads, rehabs, selling). Thanks in advance for suggestions!

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Ryan Thomson
#1 House Hacking Contributor
  • Real Estate Agent
  • Colorado Springs, CO
1,405
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Ryan Thomson
#1 House Hacking Contributor
  • Real Estate Agent
  • Colorado Springs, CO
Replied

For leads, Propstream is the starting point most flippers use. List building, skip tracing, comps, ownership data all in one place. If you're doing driving for dollars, layer DealMachine on top for the mobile piece.

For CRM, REsimpli is the most common all-in-one I see serious flippers running. Lead tracking, follow-up sequences, deal pipeline. Podio is more flexible but takes real setup time to get right. If you're just getting started, an Airtable base works until you're managing enough volume to justify the monthly cost.

For the rehab side specifically, Flipperforce is purpose-built for fix and flip. Scope of work tracking, draw schedules, profit projections. Most people I know start in spreadsheets and switch to Flipperforce around deal 3 or 4 when the spreadsheet math starts breaking.

Honest take: software is not where most new flippers should be spending energy. Propstream plus Google Sheets gets you further than you'd expect. Add the CRM layer when leads are slipping through the cracks, not before.

What stage are you at? Actively doing deals or still building your pipeline?

  • Ryan Thomson
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