Best CRM for Lead Follow Up

[Alex Bejenaru]

Wanted to know what everyone's preference was for their CRM system. I need something that is more intuitive than Podio and Globiflow and can handle automated Email, Text and even voicemail follow up if possible. Podio becomes very cumbersome considering I see other platforms that cost the roughly the same and ready to go"out of the box"

[Robert Syfert]

@Alex Bejenaru

I think with Podio for many it boils down to scale. When I say we have a full time Podio development team, I did not mean just programmers. I mean we have a full time team that handles marketing, podio, operations, etc. Programming Podio is a one time task, but process and operations is a full time task. Podio has saved us thousands of dollars over time, because it allowed us to scale without having to hire as many people.

A couple of examples. When we first started we used overseas VA's and an answering service, just like many investors. Only to learn how much business we were losing and the poor first impression people were getting of our service. People will say it's a numbers game, but I differ and say it's a conversion game. We replaced that process with fully automated personalized Voicedrops, text messages and emails using Podio. Not only did we cut costs, our conversions almost doubled. You would be amazed at how a personal voicedrop from you makes such a better impression than an overseas VA calling them back.

Another example is with our seller process. We use to do it the traditional way of call leads, going through a questionnaire, gauging motivation, researching comps, sending out someone to inspect, creating purchase agreements, etc. Now 90% of this process is handled all by Podio. With our system Podio pulls in the comps, generates an tentative offer, sends that offer to the lead and then works the lead (automated drip and monitoring processes) until warm. Then on the other side it handles the entire processes of agreement generation, digital signatures, etc. With this process we can manage hundreds of leads without any additional staffing. I realize this process only makes sense if your handling enough properties each month to justify, but for us it is big.

As you said, time is money and that is why to us Podio is the opposite. It keeps us focused and optimized, so we can make more $$. :)