Welcome to the fifth episode of The Real Estate Tech Show! It’s about time we discussed our favorite task management tools. We use task managers all the time to run our businesses and organize our personal lives. Some of them are easy and intuitive, and others are more detail-oriented. Your business needs will help you decide which of these tools work best for you, but we’re breaking down a bunch of our favorites to help you make that decision!

If it’s not on the calendar, it doesn’t exist. Click To Tweet

Joe loves:

  • Podio – For the more detail-oriented investor, Podio is great for organization and scheduling. And it allows direct messaging between you and your team to keep everyone on task.
  • Things 3 – If you have a Mac, you need Things. The 3 update is sleek, simple, and connects with all of your Apple devices. It’s expensive but absolutely worth the investment.
  • Toodledo – This very simple list-making app works for anyone. You can create lists and share them with clients, or track your work habits to avoid missing out on deals.

Cory loves:

  • Todoist – An intuitive task manager that helps you set dates, organize projects, and collaborate with your team or clients through comments.
  • Evernote – With this app, you can create and share anything from a text message to a link to a to-do-list. It can even run presentations for you.
  • MindMeister – This interactive task manager also works as a mind-mapping tool to inspire some creativity and new ideas.

Those are our top three tools, but we discuss many more in today’s episode, including Trello, InvestorFuse, and Momentum, which is our favorite Google Chrome plug-in.

These task managers are amazing for real estate investors, but you don’t have to be an investor to use them. These apps are what you make them do for your business, and any tool that helps you organize your life is guaranteed to save you time, money, and stress. Mastering these task managers can take your business to the next level, and a lot of the ones we talk about today have free trial periods you need to take advantage of. Don’t settle on the first one you hear us talk about. Test each of them out and let us know what you think. We’d love to hear your feedback, so leave us a comment or a review on iTunes.

Technology, if used properly, can have a dramatic impact on your business, on your life. Click To Tweet


1:28 Talking about task managers

4:12 Remember the Blackberry days?

5:25 The classic Mac vs. PC debate

7:17 Joe’s first favorite task manager: Toodledo

9:26 Why is Things 3 Joe’s new favorite task manager?

10:25 How Joe uses Podio for team task management

11:09 How Cory uses Evernote for task management

12:23 Tags are a key tool for task management

13:30 Cory’s favorite task manager: Todoist

14:57 If you’re detail-oriented, TeamworkPM is the app for you

15:40 Geolocation and task management

16:18 Pros and cons of MindMeister

17:30 Cory breaks down his top favorite task managers

20:37 Why does Joe love Trello?

23:15 How important is flexibility to you?

24:44 Use YouTube to learn how to use new apps

26:30 Joe’s tricks for managing stress

27:37 Pomodoro Technique and Cory’s trick for stress management

30:21 Momentum is the app for stress management

32:33 Soon we’ll be interviewing these app creators!

35:04 Don’t forget about Google Calendars!

Task managers, choose one, and work with it, and use it. Click To Tweet


Get your Top 10 Toolkit!

Cris Chico

Pomodoro Technique





Remember the Milk







Google Calendars


Cory: Alright Joe, are you there, my man?

Joe: Hey, Cory. Cory Boatright, how are you doing? I’m doing awesome.

Cory: I’m doing phenomenal. Hot, hot here in Oklahoma. Where are you calling in from? Missouri?

Joe: St. Louis, Missouri. I’ll be heading out to Wisconsin in a couple of days in our motor home. Look at the weather, it’s going to be in the low 60s for a high up in northern Wisconsin where we’re going.

Cory: That’s insane. Right now, it’s about 101 in Oklahoma, humid. It is just miserable hot, but I think you could be in worse places. Hey, welcome again to our Real Estate Tech Show, this is our fifth episode. Right, Joe?

Joe: Right on, man. It’s the fifth.

Cory: It’s the fifth one and we’re going to be talking about task managers today. Before, we’ve talked about some of our favorite tools that we use in our everyday business, and we’re going to be going into each one of those tools individually later on. Definitely make sure you stay tuned for the shows that are coming up for that. Today we’re going to talk about task managers. I use a task manager all the time to run my business and run my personal life. If it’s not on the calendar, it doesn’t exist. However, there are many to choose from. What we’re going to do is we’re going dive in today and talk about some of our task managers.

I want to remind everyone that you need to text the word “TECH” to 38470. Text the word “TECH” to 38470, and you will automagically have a link sent back to you that you that you can download out toolbox. That’s our top five favorite tools that Joe and I both use.

Joe: Top 10.

Cory: Top 10, sorry. Top 10 favorite tools. I love it and that’s great. Make sure that you also go onto iTunes and give us a review. The reviews, we read the reviews, and we’re going to do something really special with the reviews as we continue building on the show. If you haven’t done that, you can do it right now if you want to. Just go over to iTunes and then make sure that you can submit a review for the show. Does that cover everything before you get going, Joe?

Joe: Yeah, you could also go to our website reitechshow.com. The goal of this show is to talk about technology and how it relates to real estate. Whether you’re a real estate investor, or a realtor. Technology, if used properly, can have a dramatic impact on your business, on your life. Hopefully, through this stuff, what we share with you, you can find something that will maybe save you a little bit of time and hassle. Hope you lose a little bit of less hair. We love technology and I know a lot of the people that listen to this probably do as well. That’s the goal of the show.

Cory: I love it. Technology is your best friend, your worst enemy. It really depends on if it works or not. But then, the box inside the box is if it works for you, because there are some great tools right now that I don’t use. I’m sure there are some fantastic tools that you don’t use, Joe. So you’ve got to be able to apply it in your business or in your life, whatever is going to work for you. Let’s talk about it. What is your favorite task manager that you use on a daily basis, Joe?

Joe: Well, it changes all the time. That’s one of the things we’re going to talk about, right? I started out, when I was in college, in 1999, 2000. Remember the Handspring Palm Pilots?

Cory: I do remember that. The Trio. Do you remember the Trio?

Joe: Yes, I had a Trio, man. I love the Trio. It had a little keyboard on it.

Cory: Yes, I loved it. That’s like the Blackberry days.

Joe: It wasn’t as good as the Blackberry but I didn’t like the Blackberry. It’s too corporate. I had the Palm Pilot Tree. I remember thinking at the time this was amazing, you can put a calendar and a phone on here. But, I remember thinking it’ll never happen where you can get a camera and a phone and a calendar and a browser and a video camcorder and all that stuff under one phone, it’ll never happen, it won’t work. So here we are so many years later. That was what I first used. The Palm Pilot had their own thing in task manager and it was really simple. You put in the things you want to do and then assign it a due date, and that was it. Overtime, I’ve used a lot. I was using Outlook for the longest time.

Cory: I got off Outlook once I got a PC. You and I both love Mac, but we used PC for other things too. Before I was a PC diehard fan, because you could overclock the processor and you couldn’t do that on the Mac. I was like, “Why would I want a Mac?” And then later on in life, someone introduced me to a Mac and it revolutionized the way that I think because now, I didn’t have to go through all of the heavy lifting to do everything and I didn’t have to worry about viruses and everything else. I could just turn on my Mac and it was ready to go. What are you using now most? Are you using your PC for some things and Mac on other? Or you’re using mostly Mac?

Joe: When I switched to Mac, that was a long time ago but I was so frustrated with updates. I don’t like the Word version of Windows. Windows has got a lot better now. At the time, it was just insane. I always got the blue screen, I was always pushing my computers to the limit.

Cory: Should we dedicate this episode to Cris Chico. We could send him a message.

Joe: Most people don’t know who Chico is, listening to this. Chico is a big PC user. When I switched to Mac, I started looking at things outside of Outlook. Outlook is where I managed all my tasks and so now I need something else to manage my task. I think at the time, I tried a lot of different things. Of course, the Apple phone had the Reminders App but it was basic, basic. I started using that. I started using Things, it was one of the earliest. No, no, it was Todoist. No, no, Toodledo. Have you heard of Toodledo?

Cory: I didn’t use Toodledo. I heard about it, I never used it. I used Things, though.

Joe: I started with Toodledo, and then from Toodledo, I went to a few other things, To Do. There is something called To Do.

Cory: They went out of business. Or they got acquired, didn’t they?

Joe: Yeah. It was Toodledo. This is when apps were really big. There is an app for everything, remember everybody talked about that? There is an app for everything. All these task manager apps started coming out, and I started playing with them. Toodledo is still around, then I went to To Do, then I went to Things. Things was really good but it was expensive and it didn’t have all of the stuff I liked. Because you can’t get there from a browser, it has to be from an Apple product that you can access, but it was synced. Things was synced with the Cloud. So as long as I’m on a Mac or an iPhone, or an iPad, I can get to my tasks. Then I got frustrated with that, I wanted to be able to share tasks with people outside of the Apple environment.

I went to Wunderlist. Wunderlist was good, I liked it a lot, and then Microsoft bought Wunderlist and then announced probably six months ago that they are going to stop supporting Wunderlist. Not like stop supporting it but like turn it off in the fall. So I was like screw that. And then I went to Todoist.

Cory: That’s what I love. I love Todoist.

Joe: Cory likes Todoist, I like Todoist, however, there’s some things I don’t like about it.

Cory: It’s that way with all task managers, right? You wish you could add something.

Joe: I even tried the Milk. What’s the Forget the Milk or Don’t Forget the Milk App?

Cory: Yeah, Forget the Milk. Don’t Forget the Milk, yeah.

Joe: Now, I’m back to Things and I love it. Things 3, it’s all new and updated. You have to be on a Mac, it’s expensive but it’s simple and it works really, really well in the Apple environment, really well with Siri. I’m constantly adding tasks with Siri. “Hey, remind me when I get home. Remind me tomorrow at 7:00AM to do this,” or whatever. There’s nothing out there right now except the Reminders App that allows you to use Siri, but Things 3 works really, really well, integrating closely with Siri and Reminders. I can bring things over from Reminders, with the due dates, with the location. I don’t know if it’s doing location based reminders yet. Anyway, I’m back to Things.

When it comes to sharing things with my team that I have to do, that I want them to do, we’re using Podio for that. There’s a lot of really good project management tools that we can maybe dedicate another episode to. If it’s a team task, that’s one of the great things about Todoist, because you can share tasks with other people, it’s browser based. You can have an app or you can be on a browser. You can share things with teams but for me, I like to keep things in Podio as much as possible for my team environment.

Cory: Sure. We use Podio for our business on a daily basis that runs all operations. That thing is crucial to make everything run like a well-oiled machine. Then I also use Evernote which is more of a throw away task manager. I don’t know if it’s more of a throw away place for brainstorming and some other things but I don’t use it for checking off the list of things to do. Even though it has ability in there to check off a list, I don’t use it. I use it to share links that are live links. Meaning that if I update the link, then the person I sent the link to will get the new update when they click on the link.

Almost like a Google Docs, but I can also allow that person to add to that post so they can update it or it can just be me. I’m the only one that can update it and the only one that can view it. You have some permission based things in Evernote which are fantastic, you can record things so that the mobile app with Evernote is fantastic. Your voice recordings, you can send those over to people, images, whole web pages. You can actually do a Keynote presentation per se, not Keynote, but it’s a presentation mode and you can run presentations out of Evernote.

What I really love about Evernote are the tags. You can find things really quickly, the way they index is great. Things on the other hand, on Things 3 that you’re talking about, the tags on Things is great too.

Joe: Tags are huge. I think, was it Wunderlist or Todoist really did a fantastic job, still do. A fantastic job of organizing things by tags.

Cory: If you don’t know what a tag is, it’s basically like a category, a subcategory essentially. Let’s say that you were creating something on direct mail and you had your mail piece, you could tag it, direct mail. You had your pricing and all the different details that you could tag it direct mail. You had all your results, your conversion, you spread, you could tag it, direct mail. You could tag it on, then when you go in there to direct mail, you’d see all of the different things that you tagged on direct mail. It’s great.

Todoist is one of my favorite personal to do task managers because it is so intuitive. Right when I started using it, I didn’t have to go through and read a lot about it, it would just make sense how you would create your checklist. You can also share with people outside of Todoist, which is great as well, you could do voice recordings on Todoist as well. And then one thing you and I are talking about with Todoist recently that integrates with a new company that’s called Twist or Twist App. If we go to twistapp.com, we’ll have this on the show notes, by the way. We’ll have Todoist on here, we’ll have Evernote, we’ll have Things 3, we’ll have Forget the Milk, we’ll have all these different tasks managers that you can check out.

Joe: I forgot. OmniFocus. I used OmniFocus for a long time.

Cory: Sure. I have that as well. That was a paid application. It was paid at $20, $30.

Joe: Completely overwhelming.

Cory: Yeah, but it was overwhelming. Too many things but it worked for some people. What you want to think about as we’re talking about these things is are you the type of person that’s more detail oriented? Because if you’re detail oriented, you’re going to like OmniFocus a ton. You’re probably going to like a one called Teamwork, because Teamwork is a fantastic task manager.

Joe: Is that the same as Teamwork PM? Project Management?

Cory: Teamwork PM, yup. And they also have the version called Desk for their customer service but that’s a whole other thing. Teamwork PM is fantastic if you’re detail oriented and you really want to get granular on things, which is great. I’m that way on some things, I’m not that way on others. I’m more broad stroke on others. On my things I need to get done for the day, I need to go in, I need to type what I need to get done, I want to tag it for something, I want to flag it for the importance level, I want to be able to set a quick reminder, either text me or send me a quick email or geolocate me. If I’m around where that thing is perhaps, it’ll automatically send a message to me that says, “You’re by the area that you need to remember that you have lunch for.”

Joe: Does Todoist geolocate you?

Cory: Yes, it does. Yup.

Joe: It does.

Cory: Geolocate. The other thing with Todoist is that we do use it for a part of my information marketing business, my coaching. I know you have a coaching business as well, Joe. We use MindMeister for a lot of the breakdown of what they need to do and all the strategies and everything. But Todoist is great because then you can get granular on what are the things that you were supposed to do to the next appointment.

Joe: I was just going to ask you that.

Cory: You can do it, you can do it inside of MindMeister. What I don’t like, it’s not very intuitive. You can hit a little thing on there to check it off and we do that, but whenever I want to specifically send a message or whenever I want to go in and add a new thing inside of MindMeister, I don’t think it notifies them. They have to go into MindMeister, it doesn’t notify them.

Joe: So people who don’t know what MindMeister is, it’s a mind mapping tool, all online, it’s browser based, it’s phenomenal. You can share maps with people and give them just viewing permissions or give them edit permissions. They have to go into MindMeister, into the mind map to see the task.

Cory: Okay. We’re getting all over the place. Let’s get a little focused. Task managers, which one do we prefer, and which one do we think is best. For me, I love Evernote. I don’t know how I’d operate without Evernote. I think you had 3000 notes, I have 1500 or so notes in there. I love that thing because it’s like a throw away, I can put things in there, I can tag it, if I ever need, I can go back to it.

Todoist is my daily to do task manager. I can go and I can see the things personally. I usually set a little folder, ‘Cory’s Personal.’ Cory’s Personal has everything with family, with my daily things going on in my personal life, that’s what goes in there. My gym, my work out, all that stuff goes inside Cory’s Personal. Then on another folder, might be coaching. In coaching, you can create a folder for student if you want in there, or you can create which is what we typically do, folders for students, and then you can share different to do lists on things that you talked about on the call that they need to finish. It can remind them, they can leave a little recording to you. It’s really good for that.

Podio is what we both use, Joe and I, on running our everyday real estate investing business. There are other ones out there, FreedomSoft is fantastic. A good friend of ours, Rob, owns that company, formerly Preston Ely had it. Really great, intuitive software, it makes it very easy to run your business. A little built in, you can’t customize it, but it’s designed for you to be inside that environment.

Another one that is a competitor per se is called InverstorFuse. Joe and I probably used them before, but at some point, if you start doing a lot of deals, we do close to over 100 deals a year, wholesales deals, it starts to push on what that really was designed to do. Because at some point, when you start doing more deals, you start wanting more customization. Instead of someone design my letter when I send it out to and they can sign it, I want to be able to send another message in a text message that says, “Why didn’t they sign it?” Or some other things like that. Those little custom things that you want, you can get done but there’s not some way that you can just easily go in and create it.

Podio is like a blank slate unless you get an app suite of the things that you typically do, but then you can go and easily create different kind of apps. Right, Joe?

Joe: Yeah. Talking about task management, Podio has an internal task manager in there but you can also create an app for tasks. Each record in that app can be a task, and then you can do whatever you want with that. You can create categories and due dates and assign it to people. Then you can filter them and view them like Trello.

We didn’t even talk about Trello. Trello is a fantastic task management tool. Podio, a thing I like about it is you can have it designed and do whatever you want. It doesn’t send text messages, but you can access it from a browser, you can access it from a really good Android and Apple app. We use Podio to manage the tasks for our team, my real estate admin team, that does a really good job of keeping that. We can assign tasks to certain markets that we’re in, certain deals that we’re doing, certain coaching clients that we’re working with and my team has one place they can go to and see all of their tasks, no matter what project they’re in, what city they’re working in, or what student we’re working with. We use Podio Task for the team aspect a lot.

I try to get my team on Todoist and Wunderlist and Trello. They were all, “Okay Joe, if you want to. That’s fine, we’ll do it.” But they’re rolling their eyes each time because I’m changing it. It works but I was never 100% excited about it. I’ve always been, “Podio can do it all.” We’re going to just stick with what we already are comfortable with, what we already know. Let’s just use Podio because we’re using it all day anyway for our deals and for all of the rest of the stuff, let’s continue to use that. We’ve been sticking with Podio.

Cory: Yeah. We mentioned Trello. You should definitely check out Trello, we’ll have that in the show notes as well. We use that working with virtual assistants. A lot of the virtual assistants that we work with, they’re familiar with Trello, they don’t tend to be as familiar with Podio, you have to get a virtual assistant that’s used Podio before. I guess because they have some big marketing dollars behind them, a lot of people heard about them, and it uses a Kanban methodology, which is putting down different stages of one thing and then moving it over, dragging, dropping it to the next stage. Here’s the thing I want to get done, and then over here there’s another category that says, ‘In Progress.’ I move that thing over to In Progress, and then when I’m finished, I move it over to finished and everyone can see the process, what’s going on and you can add notes to that particular thing that you’re working on and it goes into that progress bar. It’s very powerful, a lot of people use that, and we’ll definitely have a link to Trello.

Joe: Bottomline, the more flexible the tool is, the better, right? Because Things isn’t very flexible, but very simple. There are some good things about Things that I like. I could manage my entire life on Evernote and Podio. That’s why Podio and Evernote are so good, it’s because they are flexible, they allow you to create it, design it. That’s why Trello is so good as well. You can call your boards whatever you want, you can call your lists whatever you want, you can add whatever you want in each of the cards. If you’re expecting a gift from us, the one thing that will work you, we can’t give it to you, because there are so many good tools out there. But I think our best advice would be find the thing that is the most flexible to work the way you like to work.

Cory: Yeah. On the show notes, we’ll have this break down of what’s simple and what’s a little bit more detail oriented. Task managers, choose one, and work with it, and use it. Because any tool that you get might be all cool and sexy, but if you’re not using it, it’s taking away from time, not giving you more time back, it’s taking more time away from you because you’re getting frustrated with it, you’re not using it effectively. I recommend this on many things but YouTube is the largest search engine in the world, because it’s owned by Google. Videos actually getting much higher of search rankings than text nowadays, if you go into YouTube and you type in how to use Trello, how to use Todoist, how to use Teamwork PM, how to use Forget the Milk. Whatever task manager, you’re going to find, not only users that go in there and they type things because they want to get maybe affiliate links or whatever from the product, and you want to look at the ones that have the highest views on YouTube, the highest views.

Joe: That are newer.

Cory: The most updated. Yes. And you’ll see often that the actual founder of the company will create their own YouTube page. Trello has its own YouTube page. And they will go in there and they would use it because they know the big advantage of having so many videos and having so much people hitting those videos. It’s a cost advantage for them. They give up some of their marketing because they could put it on their own site, which they do, but they also know that YouTube, people are going to type in Trello on there, and they’re going to get customers from there too. You have anything to add to that?

Joe: Just if you find something, stick with it. Don’t be like us. Or don’t be like me that switches about a couple of times a year. Find something that works and stick with it, and keep it simple. That’s one of the reasons why Things is my thing right now, because I am simplifying it. But sometimes Cory, I got so much on my mind and I’m so stressed because I got all these things I got to do and finish, I’ll just grab a yellow pad of paper. I’ll just write off the top of my mind, what are the things that are stressing me out the most, what are my big rocks, and I’ll write those down. It helps me calm down, I can see these three things. I can just do those three things, I’ll feel better. And then I just forget my to do list, I forget my task manager, and I look at these yellow pad of paper with those three things written on there.

Really, in my experience, I can’t do more than one or two things a day anyway. It’s important not to overwhelm yourself, you’re just killing yourself, you’re just giving yourself too much stress. Write it down and you could use the thing like Things and make sure that in your today view, you only see one or two things on there. I think we kill ourselves when we are giving ourselves unrealistic expectations and giving ourselves too many things to finish.

Cory: Let’s talk about that really quickly because that brings up a good point. I use a technique called Pomodoro Technique and it works pretty well, not perfect at it because it’s very difficult to be perfect at it, comes down to discipline. Pomodoro, you can get online and we’ll put this in the show notes as well, just free Pomodoro timers. It’s also called a Tomato Timer. The technique is designed around taking a certain amount of focus block time and then having a certain amount of focus, completely unplug from that thing, go rest your eyes a little bit, completely go do something different and then come back refreshed and ready to go again. Usually, this is anywhere from 20-30 minute block times and then you’ll take that 20 minutes of focus time and then another 25 minutes of focus time and then 10 minutes of unplugged time.

You can customize this, which I tend to do. I tend to go on for 1 ½ hour focus time. For me, 1 ½ hour of focus time, I can get a lot accomplished and sometimes I’ll use my little Pomodoro thing on my browser but often I’ll just get on my iPhone, Joe, and I’ll just go into my timer and I’ll just put on there for an hour and a half. Then I’ll just focus on that thing, when that thing rings, when that thing goes off, I know it’s time for me to stop that thing, because I’ve had an hour and a half to get that thing done, that’s probably the most important thing that I need to be focused on. You need to start thinking about, whenever you do have your task managers, the best way to use those things is to have a technique like Pomodoro Technique or have some type of strategy that will not allow you to be distracted.

Another way that you can do this is you can what Joe said, you can write down, I don’t say the three things, the one thing, the one thing that you need to get accomplished and get in a place where it’s just a clean environment and things set down and just accomplish that one thing. When you look over on the piece of paper, or your iPad or whatever it is, and it says that one thing right there, then you’re going to stay really focused on this. I have a hack version that I do on this, and I use a Chrome extension, Joe. I don’t know if you’ve ever heard of that Chrome extension.

Joe: Yeah, I have it. Momentum. I love that.

Cory: Momentum. Momentum is great. I’m looking at it right now, it says the time, “Good morning, Cory. What is your main focus for today?” That’s the one thing it says. I could type in what my main focus is for today and then I could see this beautiful background, really cool, sometimes I’ll just sit there and just check out the background. I’ll just look at it and just doze or just gaze out for a second and just relax my eyes and think. It also gives me a nice little motivational settings saying on the bottom, it says, “If you fear failure, you will never go anywhere.” That’s what it says today. Momentum, we’ll put a link to Momentum for your Chrome Browser.

Every time you open up a web page, you’re reminded. What is your main focus for today? If you get that main thing done, usually, everything else, it can wait, but we tend to do all the things that can wait first, because they tend to be the easiest. We go to the least resistance route. But if you start changing your focus, you go, what’s the most important thing? Whether it’s hard or easy, I’m going to focus my Pomodoro Time, an hour and a half on that one thing and get that thing knocked out or as close as I possibly can to knocked out, then you feel better about the day, all these other things that you have to do they can wait, and you feel better about it because you got the one thing that you needed to get done for the day.

Joe: I love that momentum thing. It’s a Chrome Add-On. Just go to Chrome Add-On place.

Cory: Chrome Store.

Joe: Chrome Store, and you can get it free. It’s called Momentum. I like it for the pictures, I don’t type in there like I should but I’m going to start doing that; typing in there what’s the one thing you want to do today. It’s nice to have that. The visual there, just nice and appealing. Cool.

Speaking of things to do, I got to get ready for my trip to Wisconsin. We’re taking our motorhome up there and I got to take my son, we’re going to go pick it up. But anyway, this has been enjoyable, Cory. It’s been really enjoyable. I hope people get some good tips out of this and I think it’s important to keep it simple, right?

Cory: Yeah. I think it’ll be cool to be able to bring on some of the founders of these tools. I love to be able to interview the founder of Todoist, I love to be able to interview the founder of Evernote, or maybe one of the representatives that really can give you some free templates, because I know a lot of them offer these great templates that you can just plug into their tool. But also just get great insights on some of their most productive folks that use their tool, how they use it. I’m excited about the REI Tech Show here, Joe.

Joe: Good. We’re going to be interviewing those folks, we’re going to be interviewing people who found these things and created them. That’s cool. I’m excited about that.

Cory: Maybe we can get investors too, Joe. Like Gabriel in our Mastermind, he’s using a lot of different things, a lot of other investors using tools, maybe we can get them on the show and have a three way kind of thing here where we could interview them. I think that would be cool too.

Joe: Yeah. I interviewed a guy once in my other podcast, Rick Hein, who was using Evernote exclusively as his CRM for his real estate business. And he still does today, that podcast, that’s 2 or 3 years old. Every deal gets its own notebook.

Cory: Notebook? Wow, so he has a ton of notebooks.

Joe: He has sub notebooks. He’ll have a thing for deals and then underneath that will be notebooks for each deal. But he has a master template, master note, he just copies and pastes that note into his new notebook, re-labels it by the property name, and he’s got the system down. He’s not fancy and he’s not like, I look at that thing, “Oh come one, Rick. I could save you so much time.” And he’s like, “No. Stay away from me.” He was like, “No, this works!” He’s doing 100 deals a year. Doing 100 deals a year. He was my former acquisitions manager. He’s just doing really well and it’s awesome to see him. But he’s keeping it simple, it works for him, he never forgets anything because it’s there in Evernote. It sends him reminders, he tags things, he uses the tagging system really efficiently so he can find things really quickly, nothing falls through the cracks. Whatever it is for you that’s going to be simple, use that and become an expert of it, become a master of it.

Cory: Master that tool. One thing we didn’t mention is Google Calendar, and I know you and I both use Google Calendar. There’s been a lot of different calendars, the little calendars, Sunrise went out of business, but BusyCal and all these other ones. But Google Calendar is great as well but I don’t tend to use Google Calendar more than just times for things that are recurring tasks. I tend to use it for recurring tasks.

Joe: Cool. Alright. This has been good. Hopefully it’s as clear as mud, everybody knows the best tool for managing your task list is right now, right?

Cory: Right, everyone does.

Joe: I bought all three Things app, one was $30, one was $50, one was $10. That’s $80, I spent $80 on a task manager app. So I better like it. Todoist is free, I think.

Cory: Yeah. These tools are free or they have a free trial. Alright. Make sure you’re on the next episode. We’re going to be talking about some pretty cool technology tools here and we’ll give you a teaser here soon on what that’s going to be. ‘Til next time, Joe. Enjoy your vacation. I’m heading to San Diego for Cook Out as well and hanging out, I’m excited about that. Have a good trip.

Joe: Alright, see you guys! reitechshow.com or text the word “TECH” to 38470 and we’ll get you our top 10 favorite lists of favorite tools that we use for our real estate investing businesses. Alright, see you guys. Bye.

Cory: Alright, see you. Bye.

Leave a Reply

Your email address will not be published. Required fields are marked *