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Updated over 3 years ago on . Most recent reply

Sorting Incoming Leads
Hey BP,
We hired our first employee! It's been a few weeks and the extra time has allowed for more critical thinking which is great. I am trying to think of better ways to organize our incoming leads than just an excel spreadsheet. It gets the job done but I imagine a better way of organizing the incoming leads. Does anyone use anything else that they like and would recommend?
Thanks so much!
Most Popular Reply

- Real Estate Consultant
- Mendham, NJ
- 7,602
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You need a CRM. There are plenty of free ones that will do the minimum that you need to get done. Hubspot has a free one. If you are only using a spreadsheet, that's just organizing. You need to be able to market to the list using email and phone and text and you do that from inside of a CRM. If you use a source for your leads, many of them have small CRM capabilities inside.
- Jonathan Greene
- [email protected]
- Podcast Guest on Show #667
