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Updated almost 4 years ago on . Most recent reply

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Roman Miranda
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12
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CRM Advice for New REI but not new to CRMs or tech

Roman Miranda
Posted

I am likely getting WAY ahead of myself but any advice on a CRM to use?  

fwiw, I am quite proficient in Excel (have some experience with data analytics, pivot tables, formulas, macros, etc.) so I could likely easily manage a small database of leads by myself just with Excel…and create my own dashboards etc. but anyone using something in particular that they enjoy?

If you have experience using a CRM, how many people are you managing?  Are you in tech/coding/know Excel well?  I'll regard your opinion with more weight, so those who feel they can talk on the topic please share!

I appreciate your replies!

Cheers,

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