CRM & Dialer Recommendations

CRM & Dialer Recommendations

St. Charles, Kane County · Member since 2025 · 6 posts · 3 votes

Hello, as I'm just getting started in Wholesales I've been trying out a couple different dialers and CRMs.  I tried Mojo Dialer for a little while then switched to Flipster however I'm haveing ongoing issues with the dialer provider they use Aircall.  I would love to hear what software you guys are using to wholesale.

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  • Wholesaler · Charleston WV · Member since 2026 · 251 posts · 138 votes
    1mo

    My honest advice is not to get too caught up trying to find the perfect software when you are first starting. Most systems can do more than you actually need right now. You need somewhere to keep your leads organized, take good notes, schedule follow ups, and consistently make calls.

    If Mojo was working for you, there is nothing wrong with going back to it. You can use a simple CRM alongside it until you have enough leads and deals to justify a more advanced system.

    The software matters, but your consistency matters more. A basic system that you use every day will outperform an expensive system you are constantly switching.

  • Member since 2026 · 52 posts · 16 votes
    1mo

    Why don't you try getting a custom software for yourself and your team. That saves you the hassle of looking for the right software to use because there isn't any software you can make use of right now that'll connect all of your workflows in a place.

  • Coral Springs, FL · Member since 2018 · 495 posts · 114 votes
    1mo

    Travis gave you the right advice — consistency beats software. But since you're just starting out and evaluating tools, let me offer a different angle:

    Before you invest in a dialer and CRM, ask yourself: is cold calling even the right lead generation model for you?

    Think about what a dialer + CRM stack actually enables:
    • Buy a list ($50-$200/mo)
    • Skip trace the owners ($0.10-$0.25/record)
    • Load into dialer ($50-$150/mo)
    • Cold call strangers
    • Track dispositions in CRM ($50-$100/mo)
    • Follow up with the ones who didn't hang up

    That's $200-$500+/month in software alone, before you count your time or VA costs. And you're competing against every other wholesaler who bought the same list.

    There's a path that eliminates the dialer entirely: county tax deed auctions.

    Every county publishes a list of properties with 1-3+ years of delinquent taxes. These owners are already motivated — the county has been sending them legal notices for months or years. The list is free. The owner names and addresses are public record. No skip tracing needed.

    For Kane County specifically, you can check the Kane County Treasurer's office for tax lien/delinquent property information. Cross-reference with Kane County GIS maps to drive the neighborhoods and see property condition.

    The model shifts from "cold call 500 people to find 3 motivated sellers" to "research 20 tax-delinquent properties, find the 3 with the biggest spreads, and line up cash buyers for those specific deals."

    No dialer. No CRM needed for cold call tracking. No monthly software subscriptions for list data.

    That said — if you ARE going the cold calling route, Travis is right: Mojo is solid for the price, and a simple Google Sheet works as a CRM until you have enough volume to justify something like Podio or Follow Up Boss. Don't over-engineer it at 5 deals in.

  • Technology · Lahore, Pakistan · Member since 2026 · 7 posts · 0 votes
    1d

    Since Mojo was working for you before the dialer issues, the CRM side of this doesn't need a $200–$500/month stack at your stage. I built my whole follow-up system inside a Google Sheet — one row per lead, a date that turns red when you miss it, your data in your own Drive, no monthly seat to rent and no platform that can shut down on you. I put the follow-up part up free if you want to test the idea first — link in my profile (Free Tracker page).

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