Keeping Track Of Potential Sellers ­- Zoho CRM

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For the longest time, my system of keeping track of sellers has been inputting them into a spreadsheet and then setting reminders in my Google Calendar to follow up with them.

It’s not a bad system when just starting out, but once you have people working for you who are also finding sellers, a spreadsheet can get disorganized and it can be difficult to track follow ups.

There are so many CRM (customer relationship management) services on the market. I chose Zoho because they have a free plan that can do everything I need it to do and it’s simple and easy to learn.

When I login into Zoho, I can see all of the leads that my sales people have entered in as well as the pertinent information about each seller and property. It allows me to make quick judgments about whether we should pursue a property or not and what kind of negotiating we should do. I can also see their planned schedule of follow ups.

It’s another tool that integrates with our main communication hub Slack (using Zapier) so when anyone adds a new lead into Slack, the important details are added into a specific channel in Slack.

Hope this helps and stay tuned for more tools that we’re using in our business.

Aaron

About Aaron Kinney

Aaron Kinney (Facebook) has been investing in mobile homes with land with his dad since 2011. He has begun sharing his business in the MobileHomeEbook Blog and has even written a book that outlines his strategies.

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