Switching from VTS to Excel for listing, tenant rep and lead/prospecting management
Hey,

I am an individual broker working for an alliance shop of one of the big firms but we don't have access to the CRM the main house has and its a small market so we end up doing all assets and both listing, selling, LL rep and TR which makes organizing the data unique.   


I have been using View The Space (VTS) for some time but not seeing the value since it seems geared for major markets and is heavy on the Tenant Rep side.  


Currently looking to set up tabs and tables in excel and wondering what everyone else is doing for tabs/tables if they are using excel.
[{"id": "gdk4msh", "text": "I recommend checking out @investwithace on Instagram and TikTok. His channel on YouTube is ACE Properties. Not quite sure about lead/prospecting management, but he keeps track of financial metrics in Excel if that\u2019s helpful.", "replies": [], "depth": 1}, {"id": "gdk5flo", "text": "OneNote is perfect \ud83d\udc4c I use this with my CRM and prefer it over salesforce.", "replies": [{"id": "gdk7fkv", "text": "Interesting, I'll check it out!", "replies": [], "depth": 2}], "depth": 1}, {"id": "gdkkfz1", "text": "Excel is not a client management software. Excel is not a client management software. Excel is not a fucking client management software. Don't use it for that. Don't use it for storing contacts either. Use an actual client management. There are plenty of cheap ones out there. Excel as a database of that nature ALWAYS turns into a bloated fucking mess one step up from a box of contact/property index cards.", "replies": [], "depth": 1}, {"id": "gdkmi4e", "text": "I know Crexi has a simple pipeline tool that is free ([https://www.crexi.com/lease/dashboard/pipelines](https://www.crexi.com/lease/dashboard/pipelines) for lease or [https://www.crexi.com/dashboard/pipelines](https://www.crexi.com/dashboard/pipelines) if you do sales)", "replies": [{"id": "gdkst8u", "text": "Thanks!", "replies": [], "depth": 2}], "depth": 1}, {"id": "gdks1s3", "text": "Data tables are fine for the short-term, if you can export your existing data from VTS you may already have a good starting place. If you can keep it well organized it will be easier to import this into a CRM system when you are ready. I'd be careful with consistent formatting in columns (dates, states, etc) and with references between tables. Have you already looked at the small business plans at Salesforce or even Copper?", "replies": [{"id": "gdkswtv", "text": "Thanks, I've seen the Salesforce one and it a fan but I'll check out Copper!", "replies": [], "depth": 2}], "depth": 1}, {"id": "gdmyk19", "text": "Check out Monday.com, free 7-14 days, and they have a real estate template (with location Mapping) you can use &amp; modify.  Clean and intuitive linking between rows/ tables(boards), (one to many relationships) and easy to add staff later and assign monitor prgroress, or share select boards with clients on progress.  Check out videos using as CRM, very helpful.", "replies": [{"id": "gdmykj0", "text": "**I found links in your comment that were not hyperlinked:**\n\n* [Monday.com](https://Monday.com)\n\n*I did the honors for you.*\n\n***\n\n^[delete](https://www.reddit.com/message/compose?to=%2Fu%2FLinkifyBot&amp;subject=delete%20gdmyk19&amp;message=Click%20the%20send%20button%20to%20delete%20the%20false%20positive.) ^| ^[information](https://np.reddit.com/u/LinkifyBot/comments/gkkf7p) ^| ^&lt;3", "replies": [], "depth": 2}, {"id": "gdnkyou", "text": "I'll check it out! Ty", "replies": [], "depth": 2}], "depth": 1}]