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Updated over 5 years ago on . Most recent reply

Account Closed
  • Real Estate Investor
  • Shelton, WA
639
Votes |
369
Posts

REI Black Book vs. Investor Carrot + Podio + Zapier + Globiflow

Account Closed
  • Real Estate Investor
  • Shelton, WA
Posted

Looking for some input on REIBlackbook as a webhost / CRM! 

I want a user friendly plug and play CRM that does all the nerderific stuff behind the scenes without me having to "code" it myself (Podio / Globiflow)

My current set-up costs me more time messing with it, than it saves (InvestorCarrot, Podio, Gravity Forms, Zapier etc..) 

Looking for all positive/negative feedback on REIBlackbook. 

Most Popular Reply

User Stats

33
Posts
31
Votes
Michael DeFrancisis
  • Wholesaler
  • Charlotte, NC
31
Votes |
33
Posts
Michael DeFrancisis
  • Wholesaler
  • Charlotte, NC
Replied

There is definitely a small learning curve up front with Podio as you get started with it.  However, once you overcome that it's a great CRM program.  Without GlobiFlow, though, it's way too manual and relatively useless.

There are many YouTube videos online to help you write the code in order to get Podio to do many things automatically for you.  From lead intake to mailing them a physical contract, it takes me one call and three clicks from my iPhone...that's it (contract mailed using a Zap between Zapier and Lob).  

I think that writing your own code helps as well, because you can understand how to fix small problems that you find as you go along, and you can tweak it to fit your work preferences.  These problems are bound to come up as you scale up your marketing.  Additionally, as your team builds, you can invite them all to your Podio workspace and easily/automatically outsource the work that comes in.

I don't have experience with the other CRMs, and if it is working for you then definitely stick with it!  However, Podio + GlobiFlow + Investor Carrot + Zapier + Lob gets my vote.

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