I was thinking of starting by having an automated workflow/ task contact me and then I personally reach out to them (in the beginning).

I use a pretty advanced workflow with this to filter prospective tenants by call group and auto-place them in different groups as they move from inquiry to showings to renters.

Effective workflow 5.

These don't qualify as a CRM, a CRM is about workflow for you.

Podio allows me to customize anything, And Set up work flows to make things happen and the lead go through a system.  

What tools do you use to streamline work flow?

Then as the relationship progresses you can have them go through different workflow structures to move them up in the process or change them.

They partnered on the deal and was a huge learning curve, one of which I've based a lot of my desired direction on.I continue to learn and grow and am now employed by that startup rehab company as their workflow, systems and structure manager - Establishment Officer - ensuring that the Rehab Machine is as efficient, effective and profitable as possible.Thank you to BP and I look forward to contributing to the wide world of REI.Cheers,

We're searching for a new HVAC contractor looking for steady workflow in Baltimore.

Sharing workers across a couple of properties how do you juggle your work flow.