Switching from VTS to Excel for listing, tenant rep and lead/prospecting administration – Rating: 5

8 thoughts on “Switching from VTS to Excel for listing, tenant rep and lead/prospecting administration – Rating: 5”

  1. 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?

  2. 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.

  3. 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.

  4. 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

  5. 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.

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