CRM Software and Wholesaling

[Zach O'Neal]

I’m looking to implement CRM software into my wholesaling business in order to keep track of client information, and to facilitate communication and follow up.

I understand there are many good systems out there, but I’m wondering if anyone has advice for implementing CRM software into a wholesaling business, and if there are any recommendations on any specific systems.

Thanks!

[Bryce DeCora]

@Arjun Swamy and @Zach O'Neal I recommend Podio to anyone who wants to have the ability to modify the functionality.  I use Podio and have made it so I can send direct mail directly from the CRM as well as send SMS and calls.  It's nice to track all communications in one place.  I have a tutorial I can send you that shows how to set it up if you want.  Message me if you want me to send that over.