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Updated over 3 years ago on . Most recent reply

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William Merone
  • Investor
  • New York
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Sorting Incoming Leads

William Merone
  • Investor
  • New York
Posted

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

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Jonathan Greene
#5 Starting Out Contributor
  • Real Estate Consultant
  • Mendham, NJ
7,602
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Jonathan Greene
#5 Starting Out Contributor
  • Real Estate Consultant
  • Mendham, NJ
Replied

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.

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