All Forum Posts by: Patrick Jackson

@Michael Lilburn there are tons of tools and you will get tons of responses here as to what is the best. My take is what’s best for your operation. If you are small one person and plan to stay that way then there are plenty of services that offer something to fit that need. My plans were to start small and grow so I used Podio from the beginning. It is scalable so it grows with your business needs. Accommodates multiple users, groups and team members if its programmed that way. Lots of automation features can be built to manage leads as well as workflows and followups. I’ve been using it for 8 years now.

@Stephanie R. Podio is a great system that can scale along with your growth. There are many variations of “canned” systems out here that are subscription services. To have complete control over the scaling and customization, owning your own instance of of your CRM is a plus in my opinion. It takes some initial setup but there are folks that can help with that.

@Chuks Erinne. Hello Chuks. I’m just south of you in Orlando. 💪🏽. Hey I’ve used mojo and Podio in many instances. It is a way to integrate the two. As far as a dialer in Podio, there is a integration made for it thats called SmrtPhone. I’ve connected that as well. Peace.

@Joe S. I’d need to know more about what you are looking for.

@Vaibhav Puranik I’ve used Podio for almost 8 years now. It’s very customizable and scalable as your operations grows.

@Trevor Aydelott. Hello fellow veteran. I also bought my house with nothing down. Certainly a great benefit to the service we gave. I also am disabled veteran so no funding fee when I purchase. I salute you sir in your investment efforts. Semper Fi.

@Colin Spivey I have been using Podio for 8 years now. It has grown along with my business and also allowed me to customize and scale depending on my needs. With the ability to integrate other apps into my main platform, I enjoy being able to expand the capabilities. Hope this helps. Good luck.

Hello Pam,

Yes, Ive been an investor for 15 years and a project manager/integration tech for over 45.  Its not a easy route to federate data across resource points but in this case, there is always the option of parsing data as its sent.  You would have to set the criteria in your host data source and then grab that info as it is sent out, parsed via an email format and then map it to your target data source, this being Podio.  Takes some time, but can be done..

Patrick

@Pam Krull I’m in the process of integrating Propstream into Podio. I’m looking to work out of Podio exclusive for the workflow management features. Have you heard of Mellisa Data? I just ran across that this weekend.

@Justin Black each time someone asks for recommendations on a CRM tool to use in their business it opens up a can of worms and a big feeding frenzy from everyone that has key word notifications set, including myself. If I was to recommend one tool over another it would be a disservice to the craft of Wholesaling as well as real estate investing as a business. Being a Citrix partner and programmer/integrator of their products as well as a real estate investor that collaborates with start ups as well as 7 figure flippers, I will suggest this:

1. Have a clear picture of what your business model will look like now and in the future.

2. Create the process flows that will accommodate your business model. Make sure you understand the progression of the workflows so they can be automated.

3. Pick an automation solution that is federated (meaning not an all in one solution yet integrated across resources that you will need), scalable to grow as your enterprise needs grows, simple enough to use as a startup yet teachable to your team members as they onboard and assist your growth and most important minus the fluff which can be confusing and expensive from the beginning as most of the features you won’t even use in your day to day operations.

Hope this helps you and best of luck now and in the future.