Investor & Buyer CRM

Aaron Aldana & Felicia Dunn Truly
FDT

Investor & Buyer CRM

2 contacts ยท Track buyers, investors, and lenders

NEW
1
CONTACTED
1
ACTIVE
0
CLOSED
0
NameContactTypeInterested InStatusFollow-upNotes
John Smith
john@example.combuyerLamar County TX ParcelNEW2026-05-25

Reached out via Facebook Marketplace. Interested in owner finance.

Maria Garcia
(555) 234-5678investorSan Antonio DuplexesCONTACTED2026-05-27

Private lender with capital available. Interested in DSCR loan co-investment on San Antonio deals.

Follow-Up Cadence Guide

๐Ÿ”ตNew Lead

Reach out within 24 hours. Qualify buyer interest and budget.

๐ŸŸกContacted

Follow up every 3โ€“5 days. Send property photos, GPS coords, and terms.

๐ŸŸขActive

Daily or every other day. Push toward a decision โ€” offer flexibility on terms.

โšซClosed

Request referral after 30 days. Add to investor list for future deals.

๐Ÿ’ก Pro tip: Connect a Google Form to Facebook Marketplace listings to auto-capture leads. Feed responses into this CRM via CSV or Zapier.