All in one CRM for Realtor/Investor

[Braden Smith]

Who out there is both a Realtor and an Investor? 

I do both and I am in the process of combining as much of the two roles as I possibly can. 

I'd like to use one CRM that could handle both roles. Anyone doing this now with some success?

[Ray Lai]

@Katrina Ryumin

I haven't used Podio but I've taken notes from people that have, here I'll share:

Podio – “We use Podio for both lead management and project management. Podio is very customizable so it serves as the "central hub" or "interface" and creates the relationships between items. We then use Google Spreadsheets to track the numbers and then attach the spreadsheets to the Podio project page via soft link. All of our books are kept in Quickbooks.” James Bowie

Pros: “Podio Lite is free up to 5 employee seats, up to 5 external teams”, used by over 400,000 for collaboration, mentioned several times on BP
Cons: Need to build projects from scratch, not designed for real estate

Cost:
Podio Teams ($9 per employee/month, 20% off annual subscription): unlimited number of employee seats; unlimited number of external teams; Podio apps and core features.

Podio Business (by quote): unlimited number of employee seats (discounts for larger teams); unlimited number of external teams; Podio apps and core features; access right and control; personalized training and support.

I try to take any good notes I see about all software in our industry.