CRM Platforms for small self storage, investor and developer
Does anybody have any recommendations for a CRM platform for my company? We’re a small (10 employee) company that acquires self storage facilities and off market land to develop storage facilities. We just have an excel database right now of all facilities in our area with the owners’ information but we’re looking for something that will give reminders to follow up and allow us to centralize our database. I know DealPath is like this and very CRE specific but also expensive. Any suggestions are appreciated!
[{"id": "i834ow4", "text": "I'm a CRE agent and I use Active Campaign.  You can setup automations, reminders, deal stages, etc.  It's the best I've tried so far.", "replies": [], "depth": 1}, {"id": "i83e5n3", "text": "We use Copper. It's cloud based and integrates really well with Gmail, you can pretty much customize any field needed. We generally use it for tracking deal opportunities, tasks and outreach to CRE sponsors - we don't track property data with it, so unsure if it will give you what you want there. You can make it as simple or as complicated as you like.", "replies": [], "depth": 1}, {"id": "i83hu3b", "text": "I'm in this space and have been playing around with [monday.com](https://monday.com) a bit the last couple weeks. Still testing it but i'm liking it so far", "replies": [], "depth": 1}, {"id": "i83q0ms", "text": "Hey OP, where are you located?", "replies": [{"id": "i83qtkm", "text": "Company based in Denver, all our properties are along the front range of Colorado", "replies": [], "depth": 2}], "depth": 1}, {"id": "i84xplg", "text": "What about Hubspot?", "replies": [], "depth": 1}, {"id": "i85avp0", "text": "Airtable, Monday, Notion, Zoho, Salesforce, you can use Zapier and basically hook anything to anything.\n\nNot an agent but work in product management and have used all of these at some point in time.", "replies": [], "depth": 1}, {"id": "i86ackk", "text": "Take a look at Salesforce essentials (my choice, although not sure how the price compares to Dealpath) or Freshsales. Both have free editions you can setup with test data to get a feel for how they work with your team. I used accounts for properties, contacts for owners/managers/and buy-side, and opportunities for potential deals using this hierarchy. If you are starting with reasonably clean data its not too difficult to import what you have in spreadsheets, including notes into Salesforce.", "replies": [], "depth": 1}, {"id": "i87ibjp", "text": "Thank you for the suggestions!", "replies": [], "depth": 1}, {"id": "ia1hi3m", "text": "I think that EspoCRM can meet your requirements. The platform is cost-effective and feature-rich. It provides functionality to keep track of customer data and manage tasks, emails, meetings and calls. The platform allows automating email responding to customers and leads, sending mass emails, and creating personalized email templates.", "replies": [], "depth": 1}, {"id": "ibd61g4", "text": "I also started with excel and moved over to a [CRM for solopreneurs](https://www.honeybook.com/risingtide/best-crm-for-one-person-business) when I was feeling ready, it sounds like it could be a good option for what you're needing.", "replies": [], "depth": 1}, {"id": "igc2p3k", "text": "Know I'm late to thread but we're working a solution that would be perfect for what you're looking for. We can build a bit of customization for your self storage process. Dm me if interested!\n\nhttps://www.reddit.com/r/CommercialRealEstate/comments/v3m8v8/new_cre_proptech_company_were_launching_feedback/?utm_medium=android_app&amp;utm_source=share", "replies": [], "depth": 1}]