Hey,
I am an unique broker performing for an alliance store of just one of the significant companies but we never have obtain to the CRM the most important property has and its a tiny marketplace so we stop up executing all belongings and equally listing, advertising, LL rep and TR which would make organizing the data unique.
I have been using Watch The Place (VTS) for some time but not observing the value since it seems geared for major marketplaces and is significant on the Tenant Rep facet.
Currently seeking to established up tabs and tables in excel and thinking what all people else is carrying out for tabs/tables if they are working with excel.
Switching from VTS to Excel for listing, tenant rep and direct/prospecting administration scored 5 points on Commercial-Realestate.net!
That means RedBeard246 is 5 points closer to a Free Agent Listing!
OneNote is perfect 👌 I use this with my CRM and prefer it over salesforce.
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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)
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?
Check out Monday.com, free 7-14 days, and they have a real estate template (with location Mapping) you can use & 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.
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.
I’m on a small team basically just me and one other broker and we use google sheets, works great. Tried some other big CRMs and they are just a bigger headache then they are worth. CRM’s are a tool for accounting/back office people at big firms to track sales people. They are not a sales tool
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’s helpful.