Need a robust CRM that can handle multiple contacts per property, can cold call, and do direct mailmarketing (+ API access)
Hi all,

I'm putting together a database of properties that I would like to track not only the recorded owner, but the true corporate owner and individuals involved. I'd also like to be able to dynamically create filters and view properties with an integrated map function. 

So here's an example: if 123 Main Street LLC owns an office property at 123 Main Street and a tax address of PO Box 123, I want to track that the true owner is:

- Epic Property Group, which I now can track owns other properties under different entities
- the main contact person is Bob Smith
-Bob Smith's personal address is 456 Sun Street
- Bob has 6 potential phone numbers to call through to determine which number may be the correct one 
- Jane Doe is a second owner associated with the property 
- track Jane's numbers and address similar to Bob

I'm setting up this database on Pipedrive but it's really not built to handle all of this relational data well. Im integrating a cold calling service on top but you have to painstakingly go one by one on the dialer to call numbers. 

Does anyone have recommendations on a CRM robust enough to do this?

Edit - Ive used mojodialer, which is a fantastic powerdialer to get through hundreds of potentially bad numbers fast, but the CRM functionality is lacking and there is no text/email tracking.
[{"id": "gc7kk94", "text": "The dialer \"one by one\" thing may be to be TCPA compliant. I am a property owner and I get cold called SO MUCH by wholesalers that I've started looking into TCPA lawsuits. Not only out of sheer frustration but also since the data brokers will apparently filter out \"the litigious.\"   One thing I have learned is that if they are manually dialing your number, its legal. Once you start using an automated dialer (or ringless voicemail) its illegal. \n\nOf course since you posted this in CRE, it might be totally legal to call business entities with automated dialers. However once you start calling \"Bob and Jane\" it might start falling back into normal consumer violation territory. Not an attorney or agent and not legal advice.", "replies": [{"id": "gc7liyn", "text": "Yes good point. I've called on resi properties before as a broker and mojodialer is the best tool for getting through a list where there may be 8 numbers for one property, but you know most of them are likely bad numbers. \n\nSorry to hear you've been bugged. Wholesalers are annoying. \n\nThe downside of mojodialer is that it's a one trick pony, but doesn't offer great CRM capabilities. I'm trying  to find one long term solution to build out a database of properties in one particular asset class", "replies": [{"id": "gc7m6xj", "text": "Just curious, what is your budget for something like this?  What would you expect the rough monthly cost to be, and how many numbers are you calling per month?", "replies": [{"id": "gc7mqpj", "text": "I know most CRMs run 50-150/ mo so I\u2019d expect under 200. Mojo is $150 which is a bit high for what it does, in my opinion. Tbh I think pricing in the CRM space is alllllll over the place. Some residential focused CRMs charge an absurd amount for basic functions and then some offer a lot and seem to be fairly price. \n\nI hope to do 500 calls a month, but I want to make sure I\u2019m trying to automate and have the CRM alert me to follow up as much as possible", "replies": [{"id": "gc7nn7i", "text": "Thanks for reply! Yeah the wholesalers are driving me nuts. \n\nYou can possibly roll your own solution by developing your data models in Podio, and I think it can integrate with Twilio for calling. They also both have API access...", "replies": [], "depth": 5}], "depth": 4}], "depth": 3}], "depth": 2}, {"id": "gc864vh", "text": "Something I recently discovered that  I would have never thought of before... \n\nI can't take credit, a fellow investor gave me the idea. \n\nI too, was annoyed by Wholesalers calling and texting. Now whenever someone reaches out enquiring if I own 321 Vine street, I tell them it's not for sale, and by the way, would they mind adding me to their buyer's list? \n\nThat particular wholesaler stops calling and texting me, and on top of that, I get heads up on their wholesale listings. Just a thought.", "replies": [], "depth": 2}], "depth": 1}, {"id": "gc7pkij", "text": "Sales force or Hubspot. Great but expensive", "replies": [{"id": "gch4syc", "text": "Sales force is the best tool to accomplish this. It has a higher cost associated with the platform but, proves it worth in customer data collection. The teams there are responsive and very helpful. \n\nP.s. I don\u2019t work for them, I\u2019m a very happy customer.", "replies": [{"id": "gcig4wy", "text": "Agreed. Also a customer of both.", "replies": [], "depth": 3}, {"id": "gcmzq8f", "text": "Yup. Best one out there and it isn't even close.", "replies": [], "depth": 3}], "depth": 2}, {"id": "gock4z2", "text": "I started to get set up with Hubspot but setting it up seemed like it would take quite a bit of time. Is it worth it?", "replies": [], "depth": 2}], "depth": 1}, {"id": "gc8yrt8", "text": "ClientLook can do this, but has some other limitations. Ascendix which is built on Salesforce can to an extent, but is very customizable. It\u2019s not as user friendly as ClientLook.", "replies": [{"id": "gd4wqhv", "text": "What are the ClientLook limitations? Thx in advance.", "replies": [{"id": "gd51xio", "text": "It\u2019s been a year since switching, so some issues may have been resolved. It\u2019s not a fully functioning dashboard if you will. It does not integrate with your email and calendar without installing a bridge. You have to bcc every email to have it populate the database. That may have changed over the course of the year. \n\nWhen I was on it, it would crash a lot and I would have to call support. It was pretty frustrating. Overall, I really liked the flow and organizational abilities. \n\nMy favorite is Buildout, and I\u2019ll revisit one of these days. \n\nMost people really like ClientLook, It\u2019s definitely worth a demo.", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "gc9eiie", "text": "Rethink with Salesforce can do that. Tailored for CRE. Just get good at importing data and matching the fields.", "replies": [], "depth": 1}, {"id": "gcadk40", "text": "This type of account hierarchy is relatively simple to setup in Salesforce, Dynamics 365, or NetSuite. I found that selecting which one was more a matter of available apps (in your case an outbound dialer and marketing system) and if the system needs to tie into an accounting platform. You could maintain the property as an account, the holding LLC as a sub account, and in your example two contacts with eight numbers tied to one or both of the accounts. The other thought is tracking people as leads until they \"convert\" into an opportunity where you would then attach them to the correct account.", "replies": [], "depth": 1}, {"id": "gex61ub", "text": "Apto!\n\nLet me know if your interested and I can connect you with the a 3rd party consultant to get all your customizations completed\n\nApto is based on the Salesforce platform", "replies": [{"id": "gocjxlx", "text": "I am interested in this!", "replies": [], "depth": 2}], "depth": 1}, {"id": "gh5je7g", "text": "You may seek advice from the CRM developers or, perhaps,  hire them to come your idea true [https://joinsoft.com/services/your-tech-partner-for-custom-crm-development/](https://joinsoft.com/services/your-tech-partner-for-custom-crm-development/)", "replies": [], "depth": 1}]