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Updated over 8 years ago on .

User Stats

209
Posts
57
Votes
William Huston
  • Trinity, FL
57
Votes |
209
Posts

Podio + MojoSells 2.0: What do you think?

William Huston
  • Trinity, FL
Posted

I am in search of the perfect setup for me to start using and grow into as i become more successful as a Realtor. My biggest issue right now is tracking SOI and leads

I was leaning heavily toward using Podio and actually spent many hours of the past few days reading, and watching videos about Podio and i was all excited to signup for the software due to all the functions it is capable of doing with Globiflow, but when i called in to signup today, they sticker shocked me by telling me that it would be $120+/Month to gain access to the globiflow program. 

So i was a little upset about this, because it takes away most of the real automation away from podio if you dont use globiflow and currently with me being new i felt like it was a lot for a CRM currently. I did read that you can use advanced workflows to create buttons in podio and have a semi-auto setup, but the few sites i found that people talked about making it work outside of paying the $120+ for globiflow seemed to feel like its very limited. 

The features i was really looking forward to in Podio were:

the tracking of email/sms with contacts

the ability to create contract pdf's quickly

automated reminders and task

automated drip campaigns with fully customization templates that pre-populate

So i started searching online and found someone on youtube who briefly mentioned about how he has his MojoSells account connected to his Podio account through Zapier and he only pays $10/month, because he really no longer uses Mojosells for cold calling anymore now that his SOI is large enough that he can follow-up with his SOI daily for referrals. He stated that he uses Mojo for his appt, task, followup functions since its easier to read and navigate, but anytime he adds a contact to mojo under specific groups, they are zapped over to Podio. If the lead is a seller listing his house he just clicks a few buttons specifying which forms to use and it then generates the contract with the prefilled data all within a few seconds for him to send out for signatures or printing. The guy stated he was an REO agent, so it saves him hundreds of hours a year using podio.

So i started digging into it more trying to figure out how he is able to do some of these functions without globiflow and i found that he used Podio API to have someone customize his semi-auto setup for him for a flat fee. 

What do yall think? is there something im missing or something better? My broker offers a lot of what i would call a CRM, but its extremely limited and missing features i think i need in the near future. I can see the benefit of Globiflow, but as a new agent im having a hard time accepting that price. Im kinda thinking instead of spending the $120 on Globiflow, i could invest the $89 into a single line dialer on Mojo and use that to prospect while i build my SOI tell i no longer need the dialer.