Resources
Explore our collection of expert resources designed to help real estate professionals succeed.
Download valuable guides, templates, and checklists to streamline your processes and make informed decisions.
All-in-One vs. Open CRM: What You Give Up When Your CRM Picks Your Tools
In This Guide An all-in-one real estate CRM bundles your phone, e-signature, websites, data and direct mail into one subscription, so the vendor chooses every tool for you. An open CRM runs those same jobs inside one system but lets you pick, keep and swap the tools behind them. All-in-ones
Why a Built-In Dialer Can Hurt Your Real Estate Investing Business
In This Guide A built-in dialer can hurt a real estate investing business when it locks your phones, your CRM and your data to one vendor’s choices. You can’t swap the dialer when a better one comes out, a CRM outage takes your calling down with it, and leaving means
Left Main vs. FreedomSoft: Which CRM Fits Your Investment Team?
In This Guide Left Main vs. FreedomSoft comes down to an all-in-one toolkit versus a system built to scale. FreedomSoft is a lower-cost, all-in-one platform for investors who want list data, direct mail, a phone system and websites in one month-to-month subscription. Left Main REI is a CRM and growth
Left Main vs. REsimpli: Which Fits a Growing Investment Team?
In This Guide Left Main vs. REsimpli comes down to an all-in-one app versus a system built to run departments. REsimpli is an all-in-one investor CRM with unlimited calling, SMS, email, e-sign and list stacking on every plan, priced from $249 a month billed annually. Left Main REI is a
Left Main vs. Podio: Which Fits a Growing Investment Team?
In This Guide Left Main vs. Podio comes down to build versus buy. Podio is a flexible, no-code work platform you build yourself, priced from free up to $19.20 per user per month. Left Main REI is a CRM and growth operating system for real estate investment teams, with lead
Left Main vs. InvestorFuse (Now CarrotCRM): Which CRM Fits Your Investment Team?
In This Guide InvestorFuse is now CarrotCRM. CarrotCRM is a low-cost, inbound-focused CRM for solo investors and small teams, with a free plan and paid plans up to 10 users. Left Main REI is a CRM and growth operating system for investment teams that run acquisitions, dispositions and transactions in
Left Main vs. REISift (Now DataSift): Which Fits Your Investment Team?
In This Guide REISift is now DataSift, a data, list-stacking and outbound marketing platform with CRM pipelines, priced from $149 a month. Left Main REI is a CRM and growth operating system that runs the whole deal cycle, from first lead through dispositions and closing. DataSift is strongest at finding
Creating Bigger Deals and Protecting Seller Privacy
Table of Contents For years, Aaron Bosshardt watched homeowners choose between two imperfect options: sell off-market for less than their property was worth or list publicly on the MLS when privacy mattered most. Behind Bosshardt Realty Services For almost 40 years, Bosshardt Realty Services has been a fixture in Gainesville,
How to Find Motivated Sellers with Property Data
In This Guide Watch public records for distress signals (pre-foreclosure, probate, tax default, eviction, vacancy, liens, divorce) and call owners soon after one appears. PropStream, BatchLeads, DealMachine, DataSift and PropertyRadar build lists. Left Main REI, a Salesforce-native CRM and growth operating system for real estate investment teams, flags new signals
Best CRM for Real Estate Investors: 2026 Buyer’s Guide
In This Guide The right CRM depends on deal volume and team structure. Solo operators and small wholesaling teams do fine with a lower-cost investor CRM like REsimpli, CarrotCRM, REI BlackBook or FreedomSoft. If you run acquisitions and dispo teams, multiple markets or 10+ deals a month, look at Left