REI Answering Service, Phone System and CRM

[Clint Weir]

Can anyone recommend an REI Answering Service (besides PatLive), Phone System and CRM software that play nicely with one another?

[Jimmy Deringer]

Hi Clint! We had so many issues with CRM for our services, I can definitely relate. We've tried almost every one out there. We thought we had a solution with a custom made solution for investors. BUTTTTTTT the interface made it difficult to use. We ended up creating a custom solution on podio that ties into our virtual phone system that allows us to send unlimited manual texts, get unlimited phone numbers and make unlimited calls! The best part is that each time there is communication between us and potential sellers it all is automatically documented into our CRM. I trained my VA's to answer every call (virtually in Idaho and the Philippines) on the system, and respond to every text so no lead/rock goes unturned! :)

They text me when there are hot or warm leads and I make the call and work on building more rapport/closing. They deal with all the angry people and I deal with the ones that actually want to talk to me.

it's been a busy couple weeks but that's the route I'd recommend going. Let me know if you have any questions.