Every lead in a list with its status and your notes. Every real deal on a board with stages you name. All of it beside the search and skip tracing that fill it, for $65 a month.
$0 due today. 25 free skip traces included in your trial.
What a CRM is for
The three things you use between the first call and the closing table.
The address, the owner, the phone numbers, and the search or list it came from, in one row you can find again next month.
A status you set after each call and a note you read before the next one, so a lead never gets called twice or forgotten.
A board where a deal goes from first offer to under contract, with the numbers one click away while you negotiate.
All three need the property's data and the owner's number beside them, and those come from the search and the skip trace. In The Invest Nest they are one screen, so nothing gets exported from one tool and pasted into another.
Lead lists
Save a search to a list, or upload the one you keep, and work it row by row.
Star the owners worth chasing, set the lead's status right in the row, and leave a note on the record after each call. Tick several rows to change their status together or move them to another list.
See lead lists
Lead status
then one of
Add to pipeline puts the lead on your deal board.
Deal pipeline
When a lead turns into a deal, add it to the pipeline and drag and drop it from stage to stage as it moves.
The first stage is where every deal lands, so it stays first, and the stages after it are yours to rename, add, move, or delete until the board reads like your own process: a wholesale flow, a flip timeline, a BRRRR sequence. Closed deals go to your portfolio and dead ones to the archive, so the history stays.
See the deal pipeline
The record
Click a row in a list or a card on the board and the same record opens: the owner, the estimated value and equity, the mortgages, the sales history, and the note you left last time.
Your data is yours
Export a whole list to CSV from its menu, or tick the rows and export only those. The skip traced phone numbers, emails, mailing addresses, and linked properties go with it, and a list comes back in the same way, as a CSV, XLS, or XLSX file.
$0 due today. 25 free skip traces included in your trial.
Pricing
$65 a month. 500 skip traces included, with more available to buy in add-ons.
One plan with everything included, instead of a search tool, a skip tracing vendor, and a CRM billed separately.
See pricingFAQ
Yes, as CSV. Export a whole list from its menu, or tick the rows you want and export only those. The skip traced phone numbers, emails, mailing addresses, and linked properties go in the file with each property.
Yes. Upload a CSV, XLS, or XLSX file from any other software, with an address and a ZIP on every row. From there it works like a list you saved here: skip trace it, set a status on each lead, leave notes on the records, and export it whenever you want.
Save your first list, set a status on every lead, and put your first real deal on the board, free for 7 days.
Start your free trial$0 due today. 25 free skip traces included in your trial.