I use Copper CRM to manage my communications, research notes, tasks, and relevant files. In addition to all of my contacts and companies, I added a Pipeline for mineral properties. A Copper Pipeline are data records. This takes some modest setup, but once it is done you can relate mineral property information to various companies and contacts. If you use the Google Chrome Browser, then there is an Copper Chrome Extension that is very helpful. Copper is deeply integrated with Google so Gmail is recorded in Copper and you can relate Google Drive files. Copper Starter costs $10/Mo which can use a free Gmail account. I use the Basic tier in Copper for $23/Mo. If you only have a few properties and not many contacts, then stay with a nested folder design and a spreadsheet. This simplified system can list the property description in the spreadsheet and have a URL link to the relevant folder for the property.
1 Like