Any using the CRM program named Podio

[Don Enrique]

Is anyone utilizing the program named Podio for project management or CRM with any sucess?

[Nick Baldo]

@Tony SanFilippo

Absolutely! I wrote a BP blog post about the topic...happy to go into further detail here: 3 Reasons I love using Podio for my Real Estate Business 

By far the best part about Podio is that it is completely customizable. This means you can set it up for the exact needs of your business. My business has three main functions: Rehabs, Buy & Holds, and General Contracting. I am able to configure my Podio organization/ workspaces to fit my needs perfectly. 

I have 4 workspaces: "Home", "CRM", "Property Management", "Projects". Each of these workspaces has several apps....all related within and between workspaces. Below is a breakdown of the core functions contained within each workspace

Home

• Admin data about deals that I have done. (purchase dates, sales dates, owner, important documents, profit, etc)
• Business entities (I have 4 businesses + a couple personal investments. Here I keep data like EIN, ownership documentation, etc)
• Loans (related to deals...I am able to calculate current equity and other important figures)
• Meetings - Key company meetings. Integrated with Gmail.
• Contacts - Every person with whom my business deals with. My CRM apps relate to this app
• Vendors - Anyone to whom we pay money
• Accounts - Simple but useful - This holds all the info for utility accounts and online logins. All our bank/ insurance logins are here. 

CRM

• Renters - People interested in renting from me. I can manage their status and move them through the pipeline
• Sellers - Same as renters but for people who own homes they want to sell
• Home Owners - People who are interested in contracting us for their own home renovation
• Properties - Holds data for all the properties we may purchase. Related to Sellers
• Listings - Any unit for rent or property for sale. We track our marketing efforts and progress toward meeting fill/ sell deadlines.
• Showings - Track showings we have for rental units for rent or properties for sale
• Offers - Track offers received against properties for sale

Property Management

• Tenants - Renter prospects who have been converted to actual tenants. Hold lease data and other key documentation
• Units - All the units in my portfolio. Calculate occupancy based on tenants. Related to Deals
• Maintenance - Tenants submit maintenance requests and we track through to completion. Web form works great for this
• Applications - Tenant applications. Again, webform is great. 
• Inspections - Track move in/ move out inspections for tenants/ units. 

Projects

• Projects - All the rehab work we do. Whether for a rehab, rental or for a homeowner. 
• Scope - All the detailed scope items related to each project
• Materials - Helps us track the materials used on projects. Very helpful as we begin to find our "bread and butter" materials
• Budgets - Help to categorize the work we do. Track "lessons learned" for future projects. 

Beyond the setup I have, below are some other things I love: 

• Easy to integrate webforms. 
• Amazing chat
• Comprehsnive Task management
• mobile app for iphone and ipad keep info available when on the go
• ability to create workflows via globiflow.

As a bonus, I setup additional "organizations" for other side business and my personal life. I have a workspace for travel where my wife and I plan and communicate about upcoming and current trips and vacations. She loves it too! 

Feel free to reach out with any additional questions!