Software/CRM Suggestions for Leads, Rehabbing, Flipping

Minneapolis, Minnesota
General Real Estate Investing
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Software/CRM Suggestions for Leads, Rehabbing, Flipping

Daniel Domer
Investor · Prior Lake, MN · Member since 2016 · 34 posts · 6 votes

Hey guys

Wondering if anyone can suggest any complete CRM solution for the entire process of getting leads in, forecasting deals, rehabbing properties (costs and potential money on the deals), flipping back on the MLS or renting. Basically, we are using emails and google sheets and its becoming too difficult to manage. We are a small group but go very fast, so we need some centralized CRM type solution to manage it all in one place.

Does anyone have suggestions on anything they have had success using out there? For all facets of the cycle (leads, rehabs, selling). Thanks in advance for suggestions!

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Ryan ThomsonBusiness Member
Real Estate Agent · Colorado Springs, CO · Member since 2018 · 1k+ posts · 1k+ votes
3mo

For leads, Propstream is the starting point most flippers use. List building, skip tracing, comps, ownership data all in one place. If you're doing driving for dollars, layer DealMachine on top for the mobile piece.

For CRM, REsimpli is the most common all-in-one I see serious flippers running. Lead tracking, follow-up sequences, deal pipeline. Podio is more flexible but takes real setup time to get right. If you're just getting started, an Airtable base works until you're managing enough volume to justify the monthly cost.

For the rehab side specifically, Flipperforce is purpose-built for fix and flip. Scope of work tracking, draw schedules, profit projections. Most people I know start in spreadsheets and switch to Flipperforce around deal 3 or 4 when the spreadsheet math starts breaking.

Honest take: software is not where most new flippers should be spending energy. Propstream plus Google Sheets gets you further than you'd expect. Add the CRM layer when leads are slipping through the cracks, not before.

What stage are you at? Actively doing deals or still building your pipeline?

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  • Chris SeveneyBusiness Member
    Moderator
    Investor · VA · Member since 2015 · 21k+ posts · 19k+ votes
    5mo
    Quote from @Daniel Domer:

    Hey guys

    Wondering if anyone can suggest any complete CRM solution for the entire process of getting leads in, forecasting deals, rehabbing properties (costs and potential money on the deals), flipping back on the MLS or renting. Basically, we are using emails and google sheets and its becoming too difficult to manage. We are a small group but go very fast, so we need some centralized CRM type solution to manage it all in one place.

    Does anyone have suggestions on anything they have had success using out there? For all facets of the cycle (leads, rehabs, selling). Thanks in advance for suggestions!


     have you checked out propstream or any of the othe systems?

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  • Daniel Domer
    OP
    Investor · Prior Lake, MN · Member since 2016 · 34 posts · 6 votes
    5mo

    Hey Chris, yes I have a propstream account. I will take a further look there, as I've only been using it when sourcing leads on properties. To look up data on the properties.

    0Reply
  • Jake BakerBusiness Member
    Flipper/Rehabber · San Diego, CA · Member since 2020 · 1k+ posts · 695 votes
    5mo

    @Daniel Domer

    DealCheck for underwriting deals and QuickBooks Online for all the accounting. Both do their job well and cover the core of what we need without a lot of overlap or wasted spend.
    The all-in-one platforms can sound appealing but in practice you often end up paying for features you don't use and getting mediocre versions of everything.

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  • Araba Ayomide
    Member since 2026 · 52 posts · 16 votes
    5mo

    The spreadsheet wall hits fast with a small team moving at volume — someone always ends up being the unofficial tracker and that breaks down quickly.

    What's worked for teams like yours is a centralized pipeline built specifically around your deal cycle — lead comes in, moves through rehab stages with cost tracking, then to disposition. Not a generic sales CRM adapted to fit, but something structured around how you actually operate.

    There are a few options depending on how custom you want to go. What's the biggest breakdown right now — lead tracking, rehab cost management, or team visibility across active deals?

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  • Andrea Fernandes
    Specialist · Goa, India · Member since 2026 · 175 posts · 36 votes
    4mo

    For the full cycle you're describing — leads through rehab costs through disposition — REsimpli and Podio are worth looking at. REsimpli is built specifically for flippers and has lead management, deal analysis, and task tracking in one place. Podio is more flexible but needs setup.

    One thing worth separating out though: the lead capture and instant response piece is often better handled outside the CRM entirely. Most CRMs are good at organizing leads once they're in — but the gap between a lead coming in and actually hitting your system fast enough is where deals get lost. Especially if your team moves fast like you mentioned.

    @Daniel Domer — are most of your leads coming in through one source or multiple channels right now?

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  • Vijay FriedmanBusiness Member
    Miami, FL · Member since 2026 · 766 posts · 122 votes
    4mo
    Quote from @Daniel Domer:

    Hey guys

    Wondering if anyone can suggest any complete CRM solution for the entire process of getting leads in, forecasting deals, rehabbing properties (costs and potential money on the deals), flipping back on the MLS or renting. Basically, we are using emails and google sheets and its becoming too difficult to manage. We are a small group but go very fast, so we need some centralized CRM type solution to manage it all in one place.

    Does anyone have suggestions on anything they have had success using out there? For all facets of the cycle (leads, rehabs, selling). Thanks in advance for suggestions!

    @Daniel Domer

    For tracking the full cycle from lead to rehab to exit, I’d suggest using a CRM that lets you track both the acquisition side and the project/rehab side. A lot of investors outgrow spreadsheets once they start managing multiple deals, especially when they’re tracking costs, timelines, refinance options, and rental vs resale exits.

    One thing I'd also recommend is adding financing milestones into the workflow, like purchase funding, rehab draw timing, and refi/DSCR exit review. That helps avoid surprises once the deal is already moving.

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  • Adam TafelBusiness Member
    Real Estate Agent · St. Paul, MN · Member since 2017 · 573 posts · 395 votes
    4mo

    Good question - I wonder if this exists? I can't imagine there is a CRM which can manage all the details of sales, construction timelines, property management, but I could be wrong. We use Lofty for sales/acquasition/MLS, Google Sheets for construction, and ShukRentals for PM.

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    • Araba Ayomide
      Member since 2026 · 52 posts · 16 votes
      4mo
      Quote from @Adam Tafel:

      Good question - I wonder if this exists? I can't imagine there is a CRM which can manage all the details of sales, construction timelines, property management, but I could be wrong. We use Lofty for sales/acquasition/MLS, Google Sheets for construction, and ShukRentals for PM.


      Yeah that setup actually makes sense.

      Most small teams end up exactly there once things get active. One system for acquisitions, Sheets or something similar for construction tracking, then another layer for PM.

      The real friction usually isn’t the tools themselves… it’s the handoff between stages when deals start stacking up. That’s where visibility quietly starts breaking.

      I’ve actually built systems around that exact transition point before, so I’m curious where does it start getting noisy for you? Acquisition → construction, or construction → disposition/PM?

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  • Mike BurnsBusiness Member
    Lender · San Diego, CA · Member since 2023 · 12 posts · 4 votes
    4mo

    I can build you a custom system using Claude code and Open Claw in less than a week.  

    0Reply
  • Alyssa Castro
    Member since 2026 · 2 posts · 3 votes
    4mo

    Hi Daniel - I recently learned about a product called Close Control. It integrates with ChatARV, which is an awesome tool for ARV analysis. https://www.chatarv.ai/ & https://closercontrol.com/ (the CRM) 

    0Reply
  • Ryan ThomsonBusiness Member
    Real Estate Agent · Colorado Springs, CO · Member since 2018 · 1k+ posts · 1k+ votes
    3mo

    For leads, Propstream is the starting point most flippers use. List building, skip tracing, comps, ownership data all in one place. If you're doing driving for dollars, layer DealMachine on top for the mobile piece.

    For CRM, REsimpli is the most common all-in-one I see serious flippers running. Lead tracking, follow-up sequences, deal pipeline. Podio is more flexible but takes real setup time to get right. If you're just getting started, an Airtable base works until you're managing enough volume to justify the monthly cost.

    For the rehab side specifically, Flipperforce is purpose-built for fix and flip. Scope of work tracking, draw schedules, profit projections. Most people I know start in spreadsheets and switch to Flipperforce around deal 3 or 4 when the spreadsheet math starts breaking.

    Honest take: software is not where most new flippers should be spending energy. Propstream plus Google Sheets gets you further than you'd expect. Add the CRM layer when leads are slipping through the cracks, not before.

    What stage are you at? Actively doing deals or still building your pipeline?

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  • Kehinde Filani
    Developer · Houston · Member since 2026 · 9 posts · 1 vote
    3mo

    Totally get it—once you start moving fast, Google Sheets and emails just can’t keep up. A lot of small but high-speed investor teams I work with have found huge value in centralizing leads, deal tracking, rehab costs, and follow-ups in one platform.

    Curious—what’s your biggest pain point right now: keeping track of leads, managing rehab budgets, or tracking deal profitability?

    0Reply
  • Sara Joe
    Specialist · Member since 2025 · 82 posts · 31 votes
    3mo
    Quote from @Daniel Domer:

    Hey guys

    Wondering if anyone can suggest any complete CRM solution for the entire process of getting leads in, forecasting deals, rehabbing properties (costs and potential money on the deals), flipping back on the MLS or renting. Basically, we are using emails and google sheets and its becoming too difficult to manage. We are a small group but go very fast, so we need some centralized CRM type solution to manage it all in one place.

    Does anyone have suggestions on anything they have had success using out there? For all facets of the cycle (leads, rehabs, selling). Thanks in advance for suggestions!




    One thing I've noticed is that as teams grow, the challenge often stops being lead generation and starts becoming process management.

    A CRM can help, but a lot of opportunities are still won or lost based on how consistently leads are followed up with, how conversations are tracked, and how smoothly information moves between acquisitions, rehab, and disposition.

    Curious what volume you're currently handling each month. That usually has a big impact on which systems make the most sense.


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  • Vardaan Shaw
    Member since 2026 · 9 posts · 2 votes
    3w

    If you're already feeling Google Sheets becoming difficult to manage, I'd resist trying to find one platform that does absolutely everything.

    I'd first define the core pipeline:

    new lead → contacted → qualified → property/deal evaluation → active → closed/lost

    Then decide which information actually needs to live in the CRM versus a separate rehab/deal-management system.

    The biggest warning sign isn't that Sheets are "bad." It's when nobody can confidently answer: Who owns this lead, what happened last, and what needs to happen next?

    If your current setup can't answer those three questions quickly, that's the part I'd fix first.

    0Reply
  • Matthew Dume
    Member since 2026 · 5 posts · 1 vote
    2w

    I noticed a lot of wholesalers struggle with the bottleneck of manually calculating ARV and MAO. I recently mapped out a Zapier workflow that solves this. When an inbound lead comes in, the AI analyzes the lead, structures it into a CRM, and automatically calculates ARV and MAO so it's ready to view.

    Curious if most people are using AI already? or are still doing things manually.

    0Reply
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