What I Figured out About Organizing your Leads with Excel + Free Tool

Scott Costello Blog, Featured, Lead Tracker, Tools 20 Comments

There are quite a few options when you are looking for wholesaling lead management software.  Probably one of the most popular lead tracking tools out there is simply Microsoft Excel.  I have seen countless forum posts on Bigger Pockets asking what CRMs other wholesalers use.  The one consistent answer that I see is to use Excel as a CRM.  It’s not necessarily the best, only that there is always a couple of people who swear buy it. In my efforts …

Direct Mail Campaign Tracking + Free Tool

Scott Costello All, Blog, Featured, Lead Tracker 12 Comments

Two weeks ago I wrote a blog post about What Lead Information you should keep track of.  In that post I broke down the minimum data points that you would benefit from keeping track of over the course of a leads life.  What I didn’t go over is how to keep track of your mailing campaigns. When I first started out I found that keeping track of mailing campaigns can quickly get out of control.  I’ll be the first to …

lead manager, word, letters, direct mail

SI Lead Manager Beta 6 – Letter Templates Preview

Scott Costello All, Blog, Featured, Lead Tracker Leave a Comment

In previous versions of SI Lead Manager you had to create your letters within the program.  This letter editor was very basic and made it tough to do anything other then create the simplest of letters.  I had many requests to add pictures, do special formatting, add headers and footers or even use water marks.  None of these could be done in the previous version so I set out to create the best, most flexible solution possible.  Every bit of …

My Baby Made the News! And Lead Management

Scott Costello All, Blog, Featured, Lead Tracker, Marketing 3 Comments

I don’t have anything huge to update, so I figured I would just throw out a few things that I’ve been working on over the past couple of weeks.  Granted I haven’t been working on a lot besides trying to get some sleep. Lead Manager and Word Integration One of the draw backs to my SI Lead Manager software is that the letters you can produce out of it are limited.  Adding images and special formatting are nearly impossible to …

SI Lead Manager – Beta 5 has been released!

Scott Costello All, Blog, Featured, Lead Tracker Leave a Comment

Have you had a tough time managing your leads using Excel? Did you find that other lead management software is just too Expensive? Have you tried SI Lead Manager – Beta 4 and found it too confusing? If you’ve answered Yes to any of the above questions, then you need to get SI Lead Manager – Beta 5After working hard for over 7 months, SI Lead Manager Beta 5 is finally ready for release.  The interface has been completely redesigned …

SI Lead Manager Beta 5 – Almost Ready

Scott Costello Blog, Featured, Lead Tracker 8 Comments

I’ve been using Beta 5 for about 2 weeks now and have been loving it.  I’ve managed to work out many of the bugs during my testing.  There hasn’t been any major problems and everything is working the way I’ve intended it to.   There are still a few more areas of the program that I need to test out, but if everything goes to plan I’ll be releasing it in 2 weeks. Right now I’m looking for 5 reliable …

Turducken – What The Hell Is It?

Scott Costello All, Blog, Featured, Lead Tracker 4 Comments

The word Turducken is becoming so popular these days that you can barely find anyone who doesn’t know what the heck it is.  I even saw one in the food store the other day.  To me it sounds gross and I doubt I’ll ever try one.  Has anyone given it a taste? Deal #2 update Deal #2 is starting to resemble one of those birds.  I’m not quite sure what to make of it and not quite sure where it’s …

Real Estate Investing Lead Manager

Teaser Videos of Beta 5

Scott Costello All, Blog, Featured, Lead Tracker 9 Comments

Firstly, let me just tell you that I’m really excited about the new SI Lead Manager Beta 5.  I’ve learned a lot from using Beta 4 for that past five months.  There were things that annoyed me about it and there were some things I liked about it.  With Beta 5 I tried to eliminate all those annoyances in order to help me ( and also anyone else using the program). I can’t quite give a release date for when …

Real Estate Investing Marketing Monday

Marketing Monday: How I Keep Track Of All My Leads

Scott Costello All, Blog, Lead Tracker 2 Comments

One of the keys for me becoming a real estate wholesaler while working a full time job is staying organized.   I admittedly am pretty terrible at keeping organized though because it takes time as well.  Any effort must be easy and quick and that is the reason why I spent the last year writing a custom application to keep track of all of my leads. I’ve just completed Beta 4, of SI Lead Manager, and am excited at the …

General Update On Various Things

Scott Costello All, Blog, Lead Tracker 2 Comments

SI Lead Manager Beta 4 of Si Lead Manager (My custom lead management software) is days away from being released.  There are some big improvements to the entire system as well as some new features that have helped me out immensely and I think will do the same for anyone who wants to use it. I’ve fixed as many bugs as I’ve found since the last version making this one the most stable yet. Some of the new features are… Dashboard …

Is it a bad idea to put up Signs in the Snow?

Scott Costello All, Blog, Lead Tracker, Probate Investing 5 Comments

Snow Snow Snow Lance and I were planning on putting out some bandit signs tomorrow morning.   Well that is not going to happen now because we are getting a snow storm of about 3 to 6 inches.  On top of that my wife told me we are going to be getting a Nor-Easter on Tuesday that is going to dump some serious snow on us as well.  So we decided to postpone the early morning gangster action until next …

Probate Monday: Going Through The Motions Is A Good Thing

Scott Costello All, Blog, Lead Tracker, Probate Investing 5 Comments

With Christmas only a few days away and New Years right after that, I’ve halted my mailings until January 3rd.  However I’m still going through the motions of putting my mail pieces together so they can be ready to be mailed out when the time is right. Staying active is a benefit on two fronts.  First it keeps me active and thinking about real estate investing during this slow down period.  I’ve always found that once a break a routine, …

SI Lead Manager – Beta 3 is ready!

Scott Costello All, Blog, Lead Tracker Leave a Comment

Just wanted to make a quick announcement.  I’ve finally released Beta 3 of my lead management software.  I’ve also been working on creating a landing page for it where you can get more information.  You can find that by clicking on the link at the top of my blog called Free Lead Software I have also been trying to put up tutorials about each section over on support forums as well.  You can find that over at SIForums. Last and …

Scheduling Your Mailings The Easy Way

Scott Costello All, Blog, Lead Tracker 1 Comment

As promised,  here is a quick video demonstrating the new and improved Mailing Scheduler in SI Lead Manager. This version of SI Lead Manager is do out in the coming days.  If you sign up for the software in the upper right side of my blog you’ll get the current Beta 2 and also be put on a mailing list that will notify you when I’ve released Beta 3.  Beta 3 will be the final beta before I officially release …

Printing Letters And Envelopes The Easy Way

Scott Costello All, Blog, Lead Tracker 1 Comment

Over the past 8 months I’ve been developing a Real Estate Lead Management software that will help me keep track of all my probate lead lists and the mailings I’m sending.  The program does much more then that and my end goal is to use it for all marketing and seller information.  As of now the program will only run on Windows based PC, sorry for anyone who is using a mac as I don’t know how to program for …