Contact management in the note business

[Jason Sherrod]

While watching @Scott Carson YouTube videos he recommends getting something that can manage your contacts as you network. After doing some searching online Mail Chimp caught my attention. Is there something other than Mail Chimp that has tools/features that can help better leverage the connections between customers, lenders and servicer's? 

[Bob Malecki]

Hi Jason, basically you need a contact relationship management (CRM) app. Take a look at Insightly, FreshSales or Pipedrive. I use all three and they all have great tools. My fav is Insightly and they have a free version with basic functions. 

Bob