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Updated over 4 years ago on . Most recent reply

User Stats

19
Posts
3
Votes
Rob Singh
  • Financial Advisor
  • Lake Zurich, IL
3
Votes |
19
Posts

CRM and Automation Tools 2020

Rob Singh
  • Financial Advisor
  • Lake Zurich, IL
Posted

Hello. Does anyone have solid recommendations for affordable tech tools/apps- CRM, Lead Gen, pipeline mgmt, etc. ?

This is predominantly for Buy & Hold and some Fix n Flip strategies ?

  • Rob Singh
  • Most Popular Reply

    User Stats

    110
    Posts
    60
    Votes
    Bryce DeCora
    • Investor
    • Snohomish, WA
    60
    Votes |
    110
    Posts
    Bryce DeCora
    • Investor
    • Snohomish, WA
    Replied

    If you're looking for something you can make into your own preferred workflow, podio is great.  You use a free tool called Globiflow to build in any automation you want.  Paired with something like Zapier, it's easy to make it do whatever you want.  Send me a message if you want and I can send you a tutorial I did on setting up Podio to send mailers when you add new contacts to the CRM

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