Best CRM Software for Wholesaling?

Question

My buddy and I have recently had some success wholesaling properties in the MD/PA/DE area and are forming a LLC. Before we grow, we want to find the most efficient CRM software to use for real estate (tracking leads, sellers/buyers, etc.). I've looked at some of the more well-known options like Salesforce, but am unsure if that's our best option, as it all looks the same to me.

Does anybody have a software they'd recommend?

Dave Albright · Answer

sugarcrm is a serious open source option

suitecrm is a fork of sugar that is clean and straight forward

bitrix24 is a free fremium hosted cloud CRM ERP and accounting software able to handle absolutely anything

Mac based CRM is Daylite it has a cloud option aswell and is the absolute best for a Mac user who wants a local based com with sync to cloud as an option.

Bitrix24 is the best in terms of total flexibility, scope of usefulness and usability from novice to pro and broad spectrum of application from managing cold call prospect databases, employees, AM, inbound, to  managing rehabs, contractors costs, total cost of deal and everything else in-between.  It's the cheapest too.

Eric Neith · Answer

I am a licensed PA realtor and I use a web based program called Less Annoying CRM.  It will run you $10 a month.  It will sync to your tasks and calendar.  It is quick to learn and should be more than enough for wholesaling.  Also first 30 days is free.

Nathaniel Summerset · Answer

CRM systems can offer vastly different features, which can make it difficult to choose. Setting a price range is a starter. With commercial CRM, such as Microsoft Dynamics, it is obvious that you will have an inclusive system. The only problem is the pricing is expensive for small companies and the features are too comprehensive, so you might end up overbuying. For small companies, free CRM system is an ideal option.SugarCRM- Pricing: starting from $40SugarCRM has sales automation and forecasting, marketing campaigns and lead management, customer service and case management, and online support. With the plan of $40, you can also get a 15GB storage. Only the price is a little bit expensive for small teams, because a minimum annual purchase is required, which can as much as $4,800/year. Zoho CRM- Free Trial: 15 days- Pricing: starting from $12 per month billed annuallyWith the plan of $12 per month which has to be paid $144 once a year, you can enjoy sales forecasting, scoring rules, charts and KPIs, document library, roles and profiles, custom fields, call center connectors, webforms, and secure, encrypted transmission.Zdoo- Free Trial: Up to 6 months- Pricing: Starting from $10

Zdoo is an integrated system, including sales management, lead management, order tracing, contact management, invoice management, etc. Also, CRM data can be integrated seamlessly with othe modules in Zdoo, such as CASH module which is an accounting application built in Zdoo.Zdoo also has HRM, Inventrory, Document, and Amoeba managment modules. With the plan of $10 annual payment, I would say that Zdoo worths way more than what you paid.

Kelly Conley · Answer

Hey Account Closed! I recommend Either podio or Monday’s.com both are awesome for CRM and working with teams when you expand. Each member can have their own unique log in and work flows can be installed in the software so that no two people are making the mistake of contacting the same people. You can also mark leads based on where they are in your sales funnel. I .e. 1st call, 2nd call, email etc.

Joseph Po · Answer

I've researched and plan to use https://www.lessannoyingcrm.com/Pricing

Anyone use this and what are your results? Do you like it? It's only $10 p month and seems to be very Robust for the Investor. Any thoughts ?

Patrick Jackson · Answer

@Tyler Psenicska I have been using Podio for many years. Reason is it customizable and the most reason SCALABLE!  I love that I can create my own apps and taylor the workflows to my task management. Very good product and not a bad price.

Best CRM Software for Wholesaling?

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