We're talking billions of lost commissions due to just nothaving systems in place.It is a Customer Relationship Manager for a reason.

https://www.therealestatecpa.com/podcasts/short-term-rental-strategies-gauging-average-customer-use/to summarize: 1.

Don't expect the same level of customer service that a full service brokerage MAY offer.

The real differences are in pricing models, customer support, and how easy the features are to use.Well-established options mentioned for over a decade on BP:Appfolio (2004): Now focused mainly on large property managers.Rentec Direct (2007): Supports both landlords and property managers.RealPage (Propertyware & Buildium): Buildium has been popular with independent landlords.Low-cost and newer options: RentRedi, Stessa, Avail, Innago, Apartments.com (formerly Cozy), Rentvine and TenantCloud.Almost all platforms offer the core features you need.

You can filter by our consumer data file, things like birthday, income level, occupation, education level, and language of the owner.Evidence that gives me this confidence in telling you it is the best available:Our average customer used to spend $200 per month, but I found out the big call centers had 6 dealmachine accounts all with different emails, because our data was so good.

I know the Appfolio sales team, as well as Juniper Square, and all the other investor portals try to talk up how they are a CRM, but they simply are not.Salesforce is your most powerful CRM, and likely overkill for 99% of situationsHubspot is a great option, and depending on contact list size is fairly affordableGoHighLevel is another one that is becoming more popular, but I have never used directly.There are a ton out there, and I am biased to Hubspot, because it is the one I have the most experience with, but the general contact record tracking, customization, ability to build dashboards, etc are all great in Hubspot and adequate to track contacts that may fall into various buckets: i.e. you can build your broker lists, your investor lists, your tenant lists, track your calls to each, setup up custom email campaigns for each separately, etc.

I sent a few e-mails to his customer service about this problem.

Also liked how you emphasized service and relationships; getting repeat customers or referrals often matters more than just closing the next deal.By the way, speaking of business strategy, I saw something interesting over at PUNIN GROUP— looks like they’re expanding and seem serious about growth and structure.

Here's what I'm taking away:1) You handle 100% of analysis for clients upfront, then encourage them to verify your work2) Even licensed brokers/agents come to you specifically for analysis and strategy knowledge3) Most clients don't self-identify deals because they "don't know what to look for"4) You charge for custom deal analysis when clients bring their ownThis actually confirms part of what I'm seeing - there's clearly a knowledge/expertise gap in deal analysis, even among people who are licensed and investing themselves.Still curious to hear from others on what this looks like from the investor side and other broker perspectives. 

The CSLB website is very comprehensive and puts major importance on protecting the customer.