Managing Contacts - Software Suggestions

[Andrew Clark]

With a couple deals under my belt I am starting to feel the pinch of lost contacts or just lost information regarding the contacts.

I mainly wholesale but also rehab as well and constantly have emails, texts and phone calls coming in every day related to my investing. I have a general excel spread sheet with tons of contacts but it isn't nearly as efficient as it needs to be in locating specific groups of people (cash buyers -which can be broken down even more - multi family, sfh, land, commercial, residential..., sellers, rehabbers, renters, contractors, re agents... or in referencing previous conversations with individuals

Question: What programs are BP members using to organize their ever growing list of contacts?

I just read a BP post about Constant Contact and I am looking into it. Also, found ZOHO which seems very efficient. Anyone using this CRM? I feel having a well organized contact list and reference can take my investing to a new level.

Looking forward to your feedback!

Thanks,

Andrew

[Jerry Puckett]

Maybe a little old fashioned these days, but I had to trade up from a spread sheet to an Access data base. They're fairly simple to set up,and then you can sort, query, and run reports anyway you like.Comes in handy when the bosslady wants to know who called and when; which are A, B, or C deals. I enter data in directly to the property info sheet while I'm on the phone, and take notes about the conversation to jog my memory later.When they call again I simply call up their name and have all the info right there. "so how's that new job working out for you?" "I see here that your listing is going to expire in about 3 days and wondering what your plan is"