The CRM thread is what inspired this question along with my personal interest in finding a central system that has the ability to integrate all facets of an investment/development shop from various systems. So what apps or software do you guys in the industry use? Most real estate firms are pretty archaic and the systems are segmented from my experience. Curious what systems people are using for each facet of their business and if they integrate with each other. Feel free to add additional categories and apps.
Probably helps to state what your firm does and size, ie national investment sales brokerage, local/regional developer focusing on high-rise apartment developments, 3-man value-add shop, commercial or residential focused, etc. Interested to hear from perspective of large corporations down to people managing their own small portfolio.
Property Management - Yardi, MRI, Appfolio, Buildium
Asset Management - VTS, MRI, Yardi
Contact Management/CRM - Cloze, Podio, ZoHo Salesforce
Accounting - MRI, Yardi, Quickbooks, Freshbooks
Project Management - Microsoft Project, Smartsheets, Podio, ZoHo, Wrike
Financial Analysis - Argus, Excel
Property/Market Data - CoStar
Storage/Cloud/Filesharing - Dropbox, Box, Google Drive
Integration - Zapier, IFTTT
Private Equity Interview Course
- 2,447 questions across 203 private equity funds. Crowdsourced from over 500,000 mem.
- 9 Detailed LBO Modeling Tests and 15+ hours of video solutions.
- Trusted by over 1,000 aspiring private equity professionals just like you.