Rental Property Investor · Cleveland · Member since 2019 · 18 posts · 1 vote
My partner and I are looking for some suggestions on CRM's, specifically set up for real estate investing and everything that comes along with it. We are currently setting up a team out of country and want to manage all of these relationships. I am well versed in CRM and extensively use Saleforce in another business. What are you using? Advantages and disadvantages?
I'm using Podio that I was able to build out to do almost everything I want locally. However, I am now building my own CRM from the ground up because of issues with scaling.
If I had to start again, I would probably go with HubSpot or SalesForce. I need something with an open API that will allow me to tie into third party systems like integrated direct mail.
@Bryce DeCora Thanks for the reply. I'm looking at the HubSpot right now... primary because it's free. We are using the office 360 business environment and it appears that HubSpot plugs in which is great. The Dynamics 365 CRM is expensive.