12/26/2023 0 Comments Crm with airtable![]() Airtable is a cloud-based system that uses the features of a database and applies them to a spreadsheet, and this combination makes a lot of things possible. ![]() They don't all do exactly the same things, but there is a lot of overlap in what can be done with each and how they can be tailored to fit a person's needs.Īnother option is called Airtable. Some well-known examples are Trello, Podio, and Asana. There are many different tools on the internet that come as “white box” software that can be built upon to create whatever kind of task management or organization system you want. You can even buy an existing Airtable framework if you want (and we'll get into that too). It can be simple or complex, and it can manage however much or little you want it to. In this blog post, we're going to talk about one platform called Airtable that can be used to build your own system. They only need help to manage one or two areas of their business and they can legitimately get by without paying anything for expensive software they don't need. ![]() Other people don't need a huge CRM solution, because their business is small and manageable. Some people genuinely need a BIG, expensive CRM system, because they've created a monster that is out of control. There are A LOT of bases to cover in any real estate investing business, and many CRM systems (especially the free and inexpensive ones) are only designed to handle a few of those problems. ![]() Some of us have a hard time with keeping our direct mail consistently going on the door in the first place. Some of us struggle with managing the inflow of leads from our direct mail marketing. Some of us struggle with keeping our due diligence organized. ![]()
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