All Forum Posts by: Patrick Jackson

Yes I’ve done it plenty of times. I’m available anytime.  Podio is a great tool to integrate. 

Good news that you are starting to use it.  I am using it to create incentives for sellers to be honest.  Ive created (literally in a night), an ebook that I can give away that informs sellers on the pros and cons of quick cash home selling.  This would have taken me a decade to write but I was able to put it together and edit it in fast time.  I also have started using it to create drip campaign content.  You have to check and balance the results but if you can get the ball in the redzone vice fighting to get it down field from your endzone, then that can be a game changer.

I have been using business automation for many years now. AI is another spoke in the wheel that I find very useful. I think it will only get better over time. 

Have you started using A.I. in any aspects of your business yet?  If so what areas?  If not yet are you considering it?

Hi Janette

All my lead sources I hub into Podio. I use batchleads, propstream, tax lien info from the counties, and I parse data from other distressed property resources. Also, I have a Craigslist search and rss feed that pulls my criteria that then a cold caller follows up on to further qualify. 

No not going to switch right now, plus I am now a preferred Podio partner helping many others with their CRM designs.  Pretty comfy using the product at this point.

Hello Bobby

I use my CRM mainly as a hub to harvest and identify the leads coming from the many sources that I use for marketing and lead generation resources. This allows me to identify and keep up with the performance indicators from the beginning of the workflow. 

The next thing is customer communication for those that I need to engage. I don’t have time, nor want to use leisure time to sit and email or try and contact each potential seller that comes in as a lead. I use the drip campaign function. 

For offer evaluation I use my CRM to gather the vital info from data resources to find last owners, mortgage info and current property value. This is important when I need to make a quick decision on making attractive offers. 
Ina wholesale transaction I use my CRM to compile a deal for my buyers. Cash buyers want details. I have two lists. A list for cash on the spot buyers and B for investors that need funding. It makes it easy for the slam dunk deals I know my A listers are attracted to. 
Closing details are important to measure my key performance indicators. When I spend money on marketing and resources the important facts are around what my money is doing. Making adjustments in markets and resources is important to make sure I don’t let the dam hole leak too bad. 
I have built my own rig with Podio and have been using it for over 9 years now. 

Hope this helps.  

Podio is an incredible tool for those interested in a scalable solution. I’ve been using it for over 12 years now. 

I’ve used Podio for over 10 years now. Very powerful and scalable. I highly recommend it. 

Looking for a robust CRM that pulls property data as well as last owner and mortgage information, allows text and email drip campaigns, scrapes craigslist in a given area for leads on handyman special or fixer upper and owner financing properties? Mine does all that without the crazy costs. Integrate with many marketing and lead generating resources and bring them into a central hub. I am a preferred Partner of Podio and have been designing systems for REI's for over 10 years. Lets talk!!

https://thesystemguy.com/