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12
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3
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Stefanie Bergmann
3
Votes |
12
Posts

best CRM for Agent AND Investor at the same time

Posted

which is a good CRM to use as an investor and also an agent? I have a free CRM with my broker but prefer not to use it because... if you are an agent you know why! lol

I just wanna set up automatic email campaigns and follow up reminders, nothing too fancy. 

Would like something very user friendly cause I 

-am not tech savvy

-need access for both VA and me

thank you!

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9,861
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5,569
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Eliott Elias
  • Investor
  • Austin, TX
5,569
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9,861
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Eliott Elias
  • Investor
  • Austin, TX
Replied

Podio can do this. 

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