Best CRM to use in 2024?

Question

Hi all, I'm looking for suggestions for a CRM to use for my wholesaling business. Id like the CRM to have a power dialer (for calls) and the ability to send SMS texts. If you guys have any suggestions that I can take a look at, it would be much appreciated!

Thanks

Joe Davis · Answer

Yes, Go High level is good, so is podio if you can build it or purchase pre-built off the shelf like InvestorFuse. Before all of these, in our wholesale business i used Pipedrive. Now solely as a lender, i actually reverted back to it in unison with our mortgage origination software. I love Pipedrive and it's aesthetics and how simple it is to use. Integrations work fantastic. If you ever need any advice on it let me know.

Logan Winn · Answer

I used to sell Salesforce to REITs across the United States and this is what I've learned: For your needs - a CRM with a power dialer and SMS capabilities - there are a few options you might consider: Podio: This is a popular choice in the real estate community, especially for wholesalers. It's highly customizable and integrates well with various tools, including phone and SMS services. You can use third-party apps like SmrtPhone or CallRail for the dialer and texting functionalities.Salesforce: Known for its versatility and extensive customization options, Salesforce can be a powerful tool for your business. It can integrate with a variety of telephony systems for power dialing and SMS services, though it might require a bit of setup and possibly additional costs for these integrations.REI BlackBook: This is a real estate-specific CRM that's quite popular among investors and wholesalers. It includes built-in tools for dialing and mass texting, which could be exactly what you're looking for.Zoho CRM: Another versatile CRM that can be customized to fit real estate needs. Zoho has an in-built dialer and can integrate with SMS services, offering a good balance of functionality and ease of use. Each of these CRMs has its own set of strengths and potential limitations, so I'd recommend taking advantage of any free trials or demos they offer. This way, you can get a feel for which system aligns best with your business process and workflow. Hope this helps, and best of luck with your wholesaling endeavors!

Jack Phillips · Answer

Thank you!

Carlos Zamora · Answer

Nice, so we would be able to integrate with those tools, so that when someone responds with interest, they will automatically push over to InvestorFuse to manage them with manual actions and the automated drip campaigns. For a solo team we have a plan for $147/mo that includes onboarding to connect your tools at sign up and anytime throughout your membership at no additional cost, and screen share training with our team. Check out InvestorFuse online to take a look at our full pricing breakdownWe were the first company to do a turnkey Podio buildout for wholesalers in 2016- close to unlimited customizability, but robust, more challenging and difficult to train teammates on actually using on a day to day basis which is the main point of. Think of us as super intuitive and easy to use, and providing great training on how to best use the tool and connecting all your marketing tools for you.I appreciate the BP community is always quick to help in the forums here!

Chris Seveney · Answer

we started using go high level and it can work with power dialers. Been using for about 4 months and so far we like it

Joe Davis · Answer

For Texting check out Launch Control, Lead Sherpa, REI Reply, ROOR or Textedly - Just depends on volume and sophistication you need.

Mike Oliks · Answer

Picking the best CRM for 2024 depends on what you're after. If you're looking for something user-friendly and packed with features, check out Salesforce. It’s got a reputation for being pretty versatile.

Edgar U. · Answer

I am a power user for Zoho for a number of reasons including following:Zoho CRM, truly the beast out there. It has a lot of features that I simply can't write down all together.Zoho SalesIQ it integrates with your websites for real time chat supportZoho Workdrive, this is a Google Drive alternative except Zoho gives you 5 TBs right of the bat! I use this and share with my team (i.e) drone photographers, VAs, reatlors, partners, etc.Zoho Forms, I use this to collect info from leads, buyers, etc.Zoho Desk, this is a ticketing where all inquires go to and since it integrates with Zoho Forms, it creates a ticket within Zoho Desk + New Lead within Zoho.Zoho Cliq, similar to slack, I communicate with my team with this software. Zoho Books, I am not using this as my partner uses it integrates nicely with CRM for book keeping and I could provide access to our CPA for Taxes. Zoho Campaigns, this is to send out emails similar to Constant Contact. I also use the CRMs built in email to send out 8-10k emails spaced out through a couple of days. Minor drawbacks, it needs a better phone support system, I use a VOIP.that connects with Zoho and could be better. It does have Power dialer and when leads come in, I know it's from that person that integrates with my CRM.------Drawbacks, it doesn't have a great SMS follow up sequence. This is why I also use REIReply/GHL, if I didn't have amazing automatons within Zoho and I needed another CRM. I would use GHL as a back up. I think the SMS automatons alone for GHL are worth the price of admission. I now have uploaded all my leads from Zoho to GHL for SMS follow ups and I still use Zoho for better CRM support. Airtable is a great alternative as well, it just isn't a full blown CRM and the price is really cheap for just a solopreneur or small team.

Brad B. · Answer

We’ve used Left Main (Salesforce) since 2021 with SmrtPhone which has a power dialer. It works great and it completely customizable.

Mike Oliks · Answer

But if you’re in the manufacturing sector, you might want to look at the manufacturing erp software demo. It could be a game-changer for streamlining your operations. Each CRM has its perks, so it’s worth taking a few for a spin to see which fits best with your needs.