All Forum Posts by: Patrick Jackson

All of what you mention can be done easily with Podio configured for REI CRM. Ive been using the same for many years now and its my foundation for operations, follow-up, workflow management and communications. I would be more than happy to show you how I use it.

I’ve been using. Podio for 8 years. Never looked back. 

My short and sweet is “you are relying too much on others”. Learn the business from the ground up and scale as needed. You can start with the basic buildout of your business for way less and you will know how to add resources as you need them. I did the same thing when I started and the agent I relied on cost me everything I worked hard for. Including a marriage. Take your time.  Become someone that can help a homeowner with their issue. Everyone that wants to sell does so for a reason. Focus on the reason and you will gain their trust. 

Yep. Been using it for over 10 years now. It’s a great tool as it scales to my needs. 

Just getting started and need professional guidance?  I offer my services at $65 an hour to include business strategies and vision building.  Custom CRM buildout to include lead generation integration and marketing, automated followup campaigns, real estate investment workflow co ordination and virtual assistant planning. My system is scalable and customized to your exact needs. Links are in my profile. Available for a free 15 min consultation. 

I’ve used Podio for many years. I live in the US if anyone wants me to show you how I use it I don’t mind. 

Podio is a great tool for what you are looking for.  I’ve been using it successfully for over 10 years. 

I’ve created my CRM using Podio by Citrix. It captures all my lead sources and catalogs them based on their origins. 
I send out drip campaigns and also auto pull property vitals, financials and current owner info based on my integrations. This makes a good platform for a VA(s) to cold call potential leads. When I started, I was just using it to collect contacts. Now it's evolved into a fully functional system. Let me know if you would like for me to show it to you.

Patrick  

One of my first investments when I started 18 years ago was to invest in a scalable , versatile CRM. Haven’t looked back since. It’s been my foundational platform. 

Perfect analogy sir. It’s not just about having a good tool or any one facet of the business. It’s about being able to operate from the 10k ft level.