ANY SUGGESTIONS: CRM TO WORK WITH PROPSTREAM LEADS?

Question

I just started using Propstream and using a VA (virtual Assistant). I was pretty satisfied with the data and ability to skip trace for phone numbers so that my VA can make cold calls. I am looking for a CRM that will accept the uploaded leads (excel sheets) from the Propstream data without needing to reconfigure the data/excel sheets. Doe anyone know of any?

Carlos Zamora · Answer

Good morning Carol!

Just seeing this thread and curious what path you went down here on your tech stack a couple years ago, and following up to see if I could help you or anyone else reading this thread in the future.

What I most commonly see with success, is taking those lists that you pull from Propstream and putting them into Lead generation tools like cold calling dialers and text blasting tools. Inside of those tools you're able to skip trace and reach out to all those prospects. Since those tools are specialized and focused on doing one thing super well (either cold calling or texting), you're results are typically significantly better than an "all in one" solution that provides cold calling as just one of their many features.

Our CRM InvestorFuse is then able to connect with the cold calling dialers and texting tools to manage seller leads that have responded to your marketing efforts, being able to push them over with a click of a button with our team doing 100% of the integrations and setup for you.

It can be beneficial to separate your prospecting lists from your actual seller leads to keep your team organized and focused on either generating leads, or nurturing those seller leads long term once they've raised their hands. A lot of companies we work with prefer to have VA's only doing lead generation for them, and they can efficiently and consistently cold call just working out of a dialer.

I have notifications on for responses on this thread and happy to help out anyone on a similar path as Carol

Trevor Mauch · Answer

@Carol Small Great question! Lots of great CRMs in the space. Like @Jason N. said any of those would work well, but they all work a bit differently and my advice is always to use the one that you'll actually use.

I'm partial to InvestorFuse for several reasons, but I know the owners of the other CRMs Jason mentioned above and they're all great people and really solid products.

Good luck and let me know which direction you chose!

Jason N. · Answer

Hi Carol, the most common CRMs tend to be Podio, Podio derivatives like Podio Beastmode, Follow up Boss, Investorfuse or REI blackbook.

Lydia R. · Answer

I like Forefront as a general CRM. Mojo dialer is a great product with its own CRM and its very easy to map the excel spreadsheet and upload the leads into it.

ANY SUGGESTIONS: CRM TO WORK WITH PROPSTREAM LEADS?

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