Start with your processes and workflow and what you want the CRM to do.

We work out workflows with each of our clients to eliminate their need to manually send us statements for anything on a recurring basis.

Works with most CRMs—Follow Up Boss, kvCORE, LionDesk, etc.Has anyone else automated this part of their workflow?

Was it defining specific workflows, getting full team buy-in, or something else?

Your approach of leveraging construction experience for fix and flips sounds really strategic.If you see value in adding technology to your real estate ventures, I’d be happy to chat!

They’re not the most exciting read, but I’ve caught early signs of zoning changes and policy shifts that could impact operations down the line.Market Tools (Rentometer, AirDNA): I don’t rely on any one tool, but using them in combination helps create a baseline for rent comps, particularly when weighing LTR potential against STR or MTR models.Local Investor Conversations: Whether it’s chats here on BP or catching up with other Phoenix-area investors over coffee, these casual conversations often surface key info—like permitting updates or changes in code enforcement—that’s not always widely published.Refining Internal Processes: I’ve been reviewing and tightening up our PM workflows—everything from tenant communication to maintenance tracking and lease renewals.

Once they have a framework, they free up a huge amount of time so you can focus on strategy and scaling.If you’re running rentals in the Southeast, a VA can easily plug into your property management workflow as long as you give them access to your software (Buildium, AppFolio, RentManager, etc.).Happy to share more about how I structure training and oversight if that’s helpful.

DealMachine vs Propstream comes down to your workflow.

Overall Workflow: What does your typical process look like from a tenant's move-out to a new tenant's move-in, all managed remotely?

What’s the workflow?