Investor · Warner Robins, GA · Member since 2011 · 83 posts · 15 votes
I would like a CRM that let's me start with just a phone number. Does anyone know of such a product?
I have a lot of calls from a direct mail campaign. Most calls are missed and they hang up (I'm working on this). I know they came from the direct mail campaign because that's all I use the number for. I need a tool where I can store the number and then me (and some helpers) can go through the list calling them and adding the other details as we get them.
Here are my requirements:
Create a lead with just a phone number.
Allow import/export of data.
Allow multiple users.
Be mobile friendly.
Everything I have tried requires an address or a name to create the lead.
I use Investerfuse which is podio but prebuilt for wholesalers. It was a good start since we didn't have to configure anything. Now that I'm 7 months into it, we're working on having someone custom build our own podio. Investorfuse isngood and does 90% of what we need it to do. Whoever some were not traditional wholesalers plus we do flips, it's not quite right for us. But I appreciate that is was ready to roll when we started. I spoke to someone about custom building podio when we first looked at CRM. I'm glad I started w Investorfuse because I wouldn't have know what to custom build without first seeing what I liked and didn't.
you should be able to use the free version of podio and set it up exactly the way you want. Or pay some $$ and use investorfuse which is already built out and will help you with deal flow plus automatic follow up.
I use Investerfuse which is podio but prebuilt for wholesalers. It was a good start since we didn't have to configure anything. Now that I'm 7 months into it, we're working on having someone custom build our own podio. Investorfuse isngood and does 90% of what we need it to do. Whoever some were not traditional wholesalers plus we do flips, it's not quite right for us. But I appreciate that is was ready to roll when we started. I spoke to someone about custom building podio when we first looked at CRM. I'm glad I started w Investorfuse because I wouldn't have know what to custom build without first seeing what I liked and didn't.
@Adrien C. what are you going to add or take away when you custom build your platform?
We're going through each app to modify it to work specifically for us. It's sort of cumbersome to write out here. One thing for example, since we close on our wholesale deals before we sell, we have utilities and insurance we start. So we're adding a section on the transaction app to check that those were turned on when purchased and off when sold.
We've been calling thousands of buyer leads for years and we are finding it's only worth entering those that we've had long conversations with. Lead scoring