Real Estate Investor CRM

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Real Estate Investor CRM

Are you looking for the ideal software to make your real estate investing easier?

With many options out there, which one will you choose?

Today, we will dig deeper into these CRM systems to find out which one meets your requirements.

We’re going to review Real Estate Investor CRM to decide which software is right for your business.

We’ll talk about whether real estate is the right online business for you.

At the end, I’ll answer some of the most frequently asked questions regarding Real Estate Investor CRM and real estate in general.

And most important, I’ll show you the exact system I used to build my own internet marketing business to over $40,000 a month in mostly passive income.

This system made me swear off traditional real estate investing for good, because it uses some of the same skills but in a much more powerful and profitable way!

Check Out This Simple Way To Run A Digital Real Estate Empire Online
With no:
This is so simple, it should be illegal.

Table of Contents

What Is Customer Relationship Management (CRM)?

Customer relationship management (CRM) is the combination of methods, tactics, and technologies which companies work with to analyze and manage customer interactions and information throughout the customer lifecycle.

The aim is to improve customer support associations and help in client retention and drive sales growth.

CRM systems compile customer information across points of contact, different channels of contact, between the company and the customer, that may include the company’s site, direct mail, live chat, phone, social networks, and marketing materials. These CRM systems also provide customer-facing staff members detailed info on customers’ personal info, buy history, buying concerns, and preferences.

Why CRM Benefits Businesses

The application of CRM systems may benefit organizations ranging from small businesses to big companies, through:

  • Having customer info like previous interaction and purchase history readily available will help customer support representatives provide faster and better customer service.
  • Collection of and entry to consumer information can assist companies in recognizing insights and trends about their customers through reporting and visualization characteristics.
  • Automation of menial but required, sales funnel & customer service tasks.

What Is A Real Estate CRM?

Customer Relationship Management (CRM) tool is software for monitoring leads in your company.

Have you ever bumped into someone a year ago and found they utilized a different real estate agent to sell their house?

If you’ve experienced this, I am certain you realize the benefits of following up with leads and clients.

An effective CRM won’t just monitor every interaction you’ve got with your leads but also remind you to follow up with them or automate the follow-up method until they react or make it to the end of your pipeline.

These CRMs can easily make a lot of money for your business by ensuring you do not forget about individuals in your pipeline.

What Is The Best CRM For Real Estate Investors?

You will find many different CRM choices out there.

A few are better than others for what you are planning to do, but it’s ultimately up to you to decide which CRM best suits your criteria.

The Four Best Real Estate CRM's For Investors In 2021

To assist you in your pursuit of the best real estate CRM’s for investors, here are our top picks:

Best Free Real Estate CRM – HubSpot

You can use HubSpot to keep track of lenders and agents. It’s free and simple to use for the first process, which is fantastic.

In case you want an easy-to-use tool for monitoring things as they move on a pipeline, HubSpot might be ideal for you!

My Favorite Paid CRM for Real Estate Investors – REsimpli

REsimpli is another great CRM application. This software is particularly structured to handle real estate (thus, the “RE” in REsimpli).

REsimpli offers you five free numbers to monitor. This enables you to see the source of your leads. 

Best CRM for Courses –

In case you’re thinking of creating out a checklist for a mastermind program or an online course, may be the ideal choice for you!


Podio was at some point the end-all-be-all for CRMs for real estate. I have had a few friends who spent a lot of cash developing their setups on Podio and had many good results.

Choosing The Best CRM Software That Will Work For You

Deciding on the best CRM (Customer Relationship Management) application might make the difference in assisting you to scale your company.

However, the incorrect tool for your unique means of operating might work to magnify the inefficiencies of your respective company.

So why do you want a CRM?

What are you currently struggling with in your company, and what do you foresee to be a difficulty as you scale your marketing and begin to close a lot more deals?

What is the process like in your organization today?

Are there areas in the system that take a long time or that you and your staff are always whining about?

Which aspects of your business do you have to make improvements or changes to ensure that you meet up with your business objectives?

What is the one important thing you know you need to be doing you are not doing?

As investors ourselves, we are aware of something needed by us to assist with several of the problems you might likewise be experiencing:

  • Disorganization…leads are over the place, and there is nothing in position to do them systematically, rather than random spreadsheets or post-it notes.
  • Difficulty in following up effectively and talking with every lead
  • Sick of doing all by yourself, but your staff is having difficulty executing your deals because of lack of systems
  • Technology is not your strength, and you’ve got trouble with basic administrative tasks like producing and sending out offers
  • Tracking marketing campaigns so that you can determine the right way to increase your ROI
  • Finding a means to simplify deal analysis
  • Generating more leads

Factors To Consider When Buying CRM Software

In this section, we’ll talk about the factors to think about when determining what management software to purchase.


This is the first and most apparent.

What is your budget?

Is it a monthly fee and a one-time rate?

Is it inexpensive, or does it represent the value and ROI you intend on getting from the tool?

Usually, it is better to search for basic pricing models which give you entry to everything the software is offering.

Many systems have tiered levels of pricing, which restrict access to each of the functions of the software program.

Free Trials vs. Guarantees:

Almost all solutions offer free trials to be able to get more folks in the door before billing.

Others might not provide a free trial but give you a money-back guarantee; so that users might try the tool with total access and then figure out whether the software is a match through effective use on actual leads.

You’ll need to weigh how invested you are in systemizing your company, and in case you choose a free trial, make certain you commit your time to test it. CRMs are intended to be employed actively.


Since this is a team effort, you will want to make sure each of your staff members can have their own account in your software.


How did you learn about the system?

Was it recommended to you from an established source?

Make sure the team behind the software is present to you when you need them. Speaking with various other users of the tool is a good way to validate this.

Asking others or using online groups in your local area is an excellent way to talk about which tool is most effective for others and if it will be a match for you.


As investors, we require things working, and we want it working now, so it is essential to work with a business that makes support a priority.

Be sure to search for innovative system information; a means to publish support tickets, fast turnaround time, training calls, or webinars, and a business that makes it a point to assist as fast as you possibly can.

The program should include unlimited support and onboarding support to assist your transition from an old system to the new one.

The more personalized the system is, the better. We learn from experience!


Since every company is different, you need to have a highly customizable tool.

Adding modules for various areas of business like MLS or birddogs offers, changing the way the fields are shown, and having the ability to adjust the “dashboard” or your system is really important, so you can make your CRM fit your needs.

Every tool will have a “User Interface” with various flexibilities on everything you can and can’t customize.


Usually, most CRMs in the REI industry will be “in the cloud,” which means you have to log in to a site in your browser to access your business information.

The platform might be “standalone,” meaning that their application is its entity on its own site. Different instruments, like InvestorFuse, might be built on current CRMs such as

Can You Make Money As A Real Estate Investor?

Yes. Real estate investing can be profitable.

You can certainly make money with real estate investing, but if you’re gonna put in the amount of grueling work to become a realtor (which, trust me, isn’t easy), you might as well bring in some REAL money.

The program that helped skyrocket my online business to $40,000+ per month teaches some of the same realtor skills, but shows you how to monetize them in a much, MUCH more profitable way.

Is Real Estate Investor CRM A Scam?

No, real estate investor CRM is crucial to a real estate business

And although it’s entirely possible to build a profitable, successful real estate business… There are better ways to build a business other than with traditional real estate.

My #1 pick proves this.

Because unlike traditional real estate, it actually provides real proof of real success from real people as recently as a few days ago.

Is Real Estate Investor CRM Legitimate?

Yes. You just need to do your homework on the right CRM for your business.

Because when it comes to building a real estate business, you have plenty of options.

And even if you’re dead set on becoming a realtor, you’ve got way better options than traditional Real Estate.

Keep in mind, I don’t get paid to promote any of the programs I review. I personally think real estate is a great business model, but you could end up leaving way too much money on the table.

What Is Our Top Recommendation For Making Money Online In 2021?

Where these Real Estate Investor CRM fall short is in scalability.  Because in order to make a good amount of money with real estate, you have to own several different houses.

And who has that kind of capital to start?

But what if you went local?

With Local Lead Generation, you will be getting service requests from multiple sites at every minute of the day from people who are willing to pay a lot of money for what you can provide them.

I was watching a YouTube video once where the host made a comment that it isn’t about making a lot of money from one website… it’s about making a little bit of money from lots of different websites.

So, think of it this way….

What if you could have streams of investment income where you operated 10 rental units that you could charge anywhere from $750-1,000 per month?

That’s $7,500-10,000 per month in passive income!

What If You Invested Into 100 Rental Units?

But instead of spending $Millions to build houses or apartment complexes… you spend a couple hundred dollars to build websites.

You then get those websites ranked in the search engines for specific home-based services that customers are searching for.

Next, you offer your lead generation system to local business owners who are looking for customers and are willing to pay you for their information.

And Then…


You’ve just created a Digital Real Estate Investment Empire that is potentially earning you 4-5 figures in PASSIVE INCOME on a monthly basis without spending a single dime on ads.

With conventional digital real estate, you have to compete with thousands, if not millions of others who are selling the SAME product to the SAME customers.

Once the training program is completed you will also have access to a Facebook group much better than the Real Estate Investor CRM group in our opinion. This group is much more active.

Unlike Real Estate Investor CRM, where you’re profiting maybe $250 per property, you could be getting 5-10X THAT.

With Local Lead Generation, the competition is virtually nothing and your profit margins are 85-90%.

Now, I could go on and on, but I’m sure you have tons of questions about how to create Digital Real Estate assets and start building YOUR digital empire!


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