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 …