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Rehabbing & House Flipping

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Tedman Cheng
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Fix and flip CRM?

Tedman Cheng
Pro Member
Posted Mar 6 2024, 09:13

Hello, what are some recommendations for a CRM to manage fix and flip projects? I have 3 under my belt and using Excel to track all the P&L. Is there a better option?

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Ko Kashiwagi
  • Lender
  • Los Angeles, CA
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Ko Kashiwagi
  • Lender
  • Los Angeles, CA
Replied Mar 6 2024, 13:16

Hi Tedman,

For free softwares, Excel, Trello and Notion would works. For paid softwares, it depends on the scale of your investments. Monday.com, Zoho, REI/kit, Flipperforce are softwares that are common.

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Jacob Sherman
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#3 Rehabbing & House Flipping Contributor
  • 12 Penns Trail Suite 138 Newtown, PA 18940
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Jacob Sherman
Pro Member
#3 Rehabbing & House Flipping Contributor
  • 12 Penns Trail Suite 138 Newtown, PA 18940
Replied Mar 6 2024, 19:22

a lot of these other software's are really excel based . its better to already build off of your own with metrics that interest you in the project 

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Jake Baker
Tax & Financial Services
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  • Investor
  • San Diego, CA
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Jake Baker
Tax & Financial Services
Pro Member
  • Investor
  • San Diego, CA
Replied Mar 8 2024, 15:21

@Tedman Cheng

We do 20 Flips/BRRRRs per year and use these tools:

Underwriting - DealCheck
Project Management - ClickUp
Bookkeeping - QuickBooks Online Plus
Team Communication - Slack
File Storage - Google Drive