Investor Fuse 2.0; It is not ready!

[Doug Price]

So I previously wrote this forum post about IF 2.0; 

https://www.biggerpockets.com/forums/80/topics/679...

Since that time I have made several updates on that post but I wanted to get another post out with a more accurate title. Mainly because I want to make sure you don't make the same mistake I made.

A long story made short here (you can read the previous post for more history), as of writing this post IF 2.0 is not anywhere near ready and we have navigated away from the platform entirely. Here is a list of the shortfalls we discovered in our 30 day trial:

1) The note fields are all over the place and not visible in any consistent location. This makes it nearly impossible to find notes that have been added to the system.

2) Tagging a collaborator with "@" is not discoverable without clicking on every "Show Summary" heading within the lead. And "Show Summary" is generated for every single record entered within the lead interaction. There can be tons of them!

3) There are a lot of clicks required to see information fields throughout the system because everything is hidden behind cutesy summary headings. This means you really need to hunt to find what you're looking for. There were multiple times I just gave up and moved on without needed information. VERY FRUSTRATING.

4) Scheduled appointments are dropped from the system if a lead calls or texts back for any reason before their appointment. The only way to reschedule is to go through the entire process of entering the appointment information again. Which generates new email notifications being sent to both parties.

5) Offer process is a complete disaster. Too much to list here but it is just completely broken from the follow up, making an edit, attaching files, assigning buyers (which you can't do), etc.

6) There is no buyer section. Nada. They said there was, but there isn't. Apparently a pending update in mid March, which didn't happen, yet.

7) Finding an incoming callrail message is a process of much scrolling and paying very close attention to be able to find it. They get buried in many lines of coded information from each incoming callrail call.

8) Action steps (their tasks) are all labeled "action step 1" at every stage of the process which is very confusing at a quick glance. 

9) You cannot edit a pending action. You can only complete it and create a new one with updated information.

10) Opportunity (their properties) information comes up inconsistently depending on the action that is being performed. Sometimes visible, sometimes not.

11) After the deal is under contract the system is flat out broken! There is no process for the B-C transaction. Nothing other than a checklist you can create. But their is no way to attach files, assign buyers or automate tasks to get the deal across the finish line.

12) You have one shot to attach files to an opportunity and that is when you submit an offer. After that no attachments of files of any kind can be made. Period. No signed contract, no assignment, no addendum, no HUD.

13) Can't send attachments within emails. I mean does anyone send emails without attachments in this business? :o

14) I completed the 30 day trial and contacted their billing department for a refund after the weekend (day 32) and they said I was not eligible for a refund. So now I have a $2000 annual subscription to a big nothing ball.

Pros:

1) You cannot lose a lead so far as we can tell. The system forces you to create next actions before a lead can be lost. And that's a HUGE win in my eyes.

2) The dashboard with quick glance KPI information is a really nice feature and makes accountability of your team really easy.

My advice is look elsewhere for a CRM until they complete a major overhaul of this system. I'll stay up to date on it for at least a year since I paid for it. So I'll return here to update as I can.

After completing trials of nearly everything on the market (not even kidding, at least 10 others) we landed on followupboss.com. There are shortfalls for us wholesalers but so far we have been able to navigate it with a few workarounds. I'll get another post about this CRM at a later date.

Happy deal seeking!