CRM

[Donna Bluitt]

Good afternoon every one im having a hard time trying to get my wholesaling business organized, I have plenty of systems to help me in my business but its getting frustrated I  have a CRM but its not working for me. Any ideas for getting organized, good CRM system thanks

[Tim Herndon]

@Donna Bluitt

I see that several people are rcommending Podio and I will have to agree. I've used almost every CRM recommended on this page and the main thing to consider would be is the CRM set up for real estate wholesaling/investing?

I made an overview video to show you how we have set up our Podio (free version). I hope this gives you some ideas or at least let's you know if Podio is really for you.

https://www.youtube.com/watch?v=trHigUU_Tmo

@William Hochstedler

I think you can do everything you are trying to do but the contract management (if you mean creating contracts) may require Globiflow integration.

Let me know if I can help!