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Updated about 10 years ago,

User Stats

79
Posts
118
Votes
Ehab Shoukry
  • Investor
  • Houston, TX
118
Votes |
79
Posts

Lead Management Automation

Ehab Shoukry
  • Investor
  • Houston, TX
Posted

Hi all -

I'm looking for some help with setting up and automating my lead management system. I've done 10 deals and I'm looking to take my business to the next level. I have a full-time job and am looking at hiring a VA to assist with answering seller calls. I need help figuring out the technology I need to do the following:

1. Seller calls and VA enters lead. Are they entering this into CRM software and if so would that be Zoho, Podio, etc?

2. Since I'm creating a website, I want the forms that my sellers to fill out to go into my CRM solution.

Is Zoho or Podio all I need to automate this or are other add-ons needed?  Also, if I want to receive a text message when I receive these leads will those solutions also do that for me?

Thanks,

Ehab

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