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Updated about 5 years ago on . Most recent reply

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AmarPal Kalsi
  • Investor
  • Moorestown, NJ
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CRM for real estate

AmarPal Kalsi
  • Investor
  • Moorestown, NJ
Posted
Hello members, I am looking to take my real estate investing to next level by implementing a CRM solution primarily for lead management and prospecting. Looking to capture leads via calls coming in via cell phones or landline or websites or emails. If there are investors buddies who have had experience doing so , I would love to hear from you. Pro or cons anything is well Thanks and looking forward to hearing from some. AmarPal

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Tim G.
  • Rental Property Investor
  • San Diego, CA
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Tim G.
  • Rental Property Investor
  • San Diego, CA
Replied

I use podio and I've been a fan, used zoho prior and it was good but less ability to customize. 

Its a lot of work to setup, but when done right it can be very helpful. I'm a fan of podio for its ability to work on mobile platforms, easy to change things and user friendly. It does suck for webforms though but none are perfect. 

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