We currently use Podio, but we hired a developer to customize it further, tailoring it more closely to our systems and processes.If you are just starting out, you could use the basic Podio template and continue customizing it over time.

Rather than finding the right deal, is doing a custom build something worth considering at all?

Hello fellow real estate agents and investors,I am in the market to purchase a customer relationship manager (CRM) platform for my growing real estate business and am curious if anyone has personalized feedback on the platform you are using/have used?

It has become so big that customer support is almost nonexistent unless you pay for the highest tier of pricing.

If you wave the commissions and you ask for a reduction in the price to offset the difference of not receiving a commission it's still taxable.It's a rebate if a customer of yours receives a portion of the commission to offset closing costs during the transaction.

Not for customers?

It's not really true loyalty program it's actually more a way to verify their underwriting and get more and more comfortable with you as a client/customer.  

I am a contractor , I am not there to save the customer money , I am there to solve a problem , I am in business to make money . 

We are customizing our Podio so that leads with a certain label can be automatically pushed to a list on Smartphone Dialer for more efficient follow-ups that can be retargeted fresh.

We have a lot of customers in NY and surrounding areas.