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All Forum Posts by: Patrick Jackson

Patrick Jackson has started 28 posts and replied 279 times.

Post: Globiflow, callrail, podio...combine calls under 1 item

Patrick JacksonPosted
  • Investor
  • Orlando, FL
  • Posts 301
  • Votes 99

@Alden Simpson. Yes I have achieved what you speak of. The calls and texts coming in from callrail builds a record upon new discovery and updates existing records upon match. Also use a de-dupe function as well.

Post: Best CRM Software for Wholesaling?

Patrick JacksonPosted
  • Investor
  • Orlando, FL
  • Posts 301
  • Votes 99

@Tyler Psenicska I have been using Podio for many years. Reason is it customizable and the most reason SCALABLE! I love that I can create my own apps and taylor the workflows to my task management. Very good product and not a bad price.

Post: Staying organized as a wholesaler

Patrick JacksonPosted
  • Investor
  • Orlando, FL
  • Posts 301
  • Votes 99

I use Podio as well since it not only manages my lead intake, follow-ups and offer distribution, it also is a very good task management tool that can be customized to manage a team or keep an individual organized..

Post: Wholesaling Real Estate

Patrick JacksonPosted
  • Investor
  • Orlando, FL
  • Posts 301
  • Votes 99

I have built a system that gives me an instant Maximum Offer Price right in Podio...Once Im ready I can hit one button and send the offer to the seller via email....allows me to send out tons of offers at will.

Post: Good software for mass texting and ringless voicemails?

Patrick JacksonPosted
  • Investor
  • Orlando, FL
  • Posts 301
  • Votes 99

Hello, I have integrated slybroadcast for RVM into Podio and it works well as part of my followup campaign system.

Post: What is your favorite CRM and why?

Patrick JacksonPosted
  • Investor
  • Orlando, FL
  • Posts 301
  • Votes 99

I have  been successful with Podio. I use it for lead management as well as task management. It’s very robust and not too expensive if it’s set up correctly. 

Post: What are some of the better budget friendly CRM's???

Patrick JacksonPosted
  • Investor
  • Orlando, FL
  • Posts 301
  • Votes 99

Podio is a great tool. That fact that it does task management along with lead management is the key. I love it and have been using it for years. 

Post: Brivity CRM for Wholesalers

Patrick JacksonPosted
  • Investor
  • Orlando, FL
  • Posts 301
  • Votes 99

Hello Aaron,

I use Podio that I have designed and integrated with several apps.  Works great and not very expensive.

Post: Project Management System for Rehabbers

Patrick JacksonPosted
  • Investor
  • Orlando, FL
  • Posts 301
  • Votes 99

Project Managers can control and organize one or many projects simultaneously. Watch over your projects from a 10,000 ft view. Solicit and award contractors with a simple push button to email. Record project activity in the daily journal and run progress reports that can be downloaded, printed or shared via email. Keep track of labor and material expenses and run reports on demand. Stay on budget, and on schedule using RPMS as your project management platform.

Investors can spend more time seeking new leads for deals while using RPMS to communicate with one or many project managers assigned to your investments. Even if your projects span across many states (or countries), you can enjoy the comfort of staying in touch with the team involved in controlling your valuable assets, your rehab projects.

Money Lenders can have a constant eye on borrowers as they progress along in their rehabs and flips. As draw schedules approach, RPMS takes the guess work out of the inspections because you have already been reported to via progress reports, expense reports and photos and videos. Inspection times are cut down with site visits being only validations of what you already know. Using RPMS, your inspectors will schedule more site visits then previously planned in a day.

Signup for free access to RPMS now!

GET RPMS NOW!

Post: What are some of the better budget friendly CRM's???

Patrick JacksonPosted
  • Investor
  • Orlando, FL
  • Posts 301
  • Votes 99

Hello. What do you mean by budget friendly?