Software // App's: CRM for CRE brokers / investors
What CRM's are my fellow brokers and investors using to track their real estate business development? Deals and investment opportunities.
[{"id": "im9n3lh", "text": "Apto is great once you get it going. I have used REA or realnex their customer support was better but inferior product. Just be sure Apto walks you though the upload process and ask about hidden fees. Take notes so if they try and screw you later you have them. It\u2019s a very good product.", "replies": [{"id": "im9nijq", "text": "Thanks for response. Will look into it. Someone also said to look into Salesforce?", "replies": [{"id": "im9sq8g", "text": "Salesforce is the Bible of sales CRM. The company that specializes in buildouts for CRE is called Ascendix although I\u2019m sure large companies have there own built own models and versions", "replies": [], "depth": 3}, {"id": "im9xq5f", "text": "Apto is a sales force build out for CRE.", "replies": [], "depth": 3}], "depth": 2}, {"id": "imde8ze", "text": "Has Apto's acquisition by Buildout impacted its CRM functionality? Asking because Buildout has recently announced a rebranding and renaming campaigns, so Apto doesn't exist anymore...", "replies": [{"id": "imdljgl", "text": "Interesting have not seen any changes lately. The select groups for a contact button changed slightly maybe a year ago.", "replies": [{"id": "imduqak", "text": "hhmm, very interesting. Thanks for reply!", "replies": [], "depth": 4}], "depth": 3}, {"id": "imk2i7l", "text": "Buildout has kept the same product for Apto users as well as Rethink (another CRE Salesforce based CRM that Buildout bought). But if you try to buy Apto or Rethink, you can't anymore. It's now just Buildout's CRM. The people who had Apto/Rethink are essentially grandfathered in.", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "ima4dn6", "text": "Lender here. We use HubSpot.", "replies": [], "depth": 1}, {"id": "ima8t7u", "text": "About to cancel my realnex subscription. I thought it was a promising alternative to apto. It was not. \n\nCan anyone recommend a simple crm that functions like a database?\n\nI simply want to be able to have notes, property addresses and contacts all in the same place.", "replies": [{"id": "imaa4s0", "text": "I tried ascendix but found it too much too much to handle. Also looking for something like a database, as excel Sucks.", "replies": [], "depth": 2}, {"id": "imcceiv", "text": "Excel", "replies": [], "depth": 2}], "depth": 1}, {"id": "imacw0q", "text": "Ascendix", "replies": [], "depth": 1}, {"id": "imc9fpi", "text": "ClientLook. I\u2019ve tried many of the previously mentioned", "replies": [], "depth": 1}, {"id": "imk2rmd", "text": "I would strongly recommend Buildout's CRM. It's a Salesforce based product that is really powerful once you get through the hassle of onboarding. I've used Clientlook in the past and that's also pretty good.", "replies": [], "depth": 1}, {"id": "io49yym", "text": "Check out Firmao :) https://firmao.net/ds/re", "replies": [], "depth": 1}]