All Forum Posts by: Tim Herndon

@Donna Bluitt

I see that several people are rcommending Podio and I will have to agree. I've used almost every CRM recommended on this page and the main thing to consider would be is the CRM set up for real estate wholesaling/investing?

I made an overview video to show you how we have set up our Podio (free version). I hope this gives you some ideas or at least let's you know if Podio is really for you.

https://www.youtube.com/watch?v=trHigUU_Tmo

@William Hochstedler

I think you can do everything you are trying to do but the contract management (if you mean creating contracts) may require Globiflow integration.

Let me know if I can help!

@Jason Smith

I use Podio and it's great if you are looking for a less expensive or free CRM. I made a overview video of how we use it for wholesaling. 

https://www.youtube.com/watch?v=3NzrQynGEeQ

There is another service called GlobiFlow that integrates with Podio if you are looking to do more advanced stuff. They call it workflows but i think the free version of Podio is fine to start with.

Let me know if you have any questions and I will try to respond soon.

@James E.

Congratulations! It sounds like you are on the right track. I had a few questions I posted below your quotes.

"Things I still need to do:

- Send out first batch of letters 

Have you thought about postcards in the beginning?

- Finish website

Do you want a website or a squeeze page?

- As deals come in, find ways to automate / streamline lead sourcing and tracking"

You will need a CRM and a call tracking system as they are two different things but can integrate with each other.

Let me know if you need help with these things. 

Thanks,

Tim

@Jon Moore

No problem. Let me know if you need help with anything.

@Mario T.

  We find bird dogs on Craigslist but you have to be careful because most of them are time wasters. We created a two step process where they respond, then after we know they are serious we send them to a sign up page (squeeze page). We developed a software to manage them and they can enter property information there. We also use tracking phone numbers and give them the option to place an advertisement on their vehicle with that tracking number on it. There are also legal aspects in you state so you want to make sure you aren't breaking any laws. I hope this helps!

@Eric Narciso

 We use call tracking numbers with analytics and reporting. Each campaign has it's own number i.e probate, absentee owners, vacant, etc. This is much different than Google voice because the platform we use allows you do do a lot more with the call/leads. We also use Podio and set it up for wholesaling. It takes some time to set up but it's worth it. PM me if you need help!

@Joseph Theriault

What system are you using to track the numbers on the postcards?

@John Horner

What I meant was, what system do you use for the dedicated tracking numbers?

@Dre Lewis

Let me know if you need help setting up Podio for wholesaling. Below is a link to a video showing how we set ours up. Hopefully, this will give you some ideas!

https://www.youtube.com/watch?v=3NzrQynGEeQ

Since I made this video we have added two new apps.

@Dre Lewis

I don't use Realeflow either. That's a hard question to answer without seeing how realeflow imports and exports leads. Why do you want to transfer the leads from one system to another? That seems like it defeats the purpose and having to use multiple systems is what made me develop my own. Every system out there is missing something!

@John Horner

What system are you using for the tracking numbers?