PipeDrive vs Podio: What's a Note Investor to Do?!

[Bryan O.]

My note business is growing and I am a rabid supporter of scalable, smart systems and processes. If I have to do something 1 or more times, there should be a system for it. I have heard quite a bit of good for PipeDrive. I have also heard how customizable Podio is. The Googles seem to give me comparisons about what major industries use them or if they offer a free trial, but nothing very deep into if they are effective for a note business. Has anyone used both? Or have an opinion about either product? Pros or cons?

[Adam Adams]

I just checked Podio and they still use the same system as before. Each deal has its own email address. To assign an email to a deal, you will have to forward that email to the deal specific email address. Multiply the number of deals you have and that is how many email addresses you will have to maintain. You'll be spending a lot of time looking up email addresses.