One other important feature the plan has that I don't see you mention in your points above is the participant loan.

Now I drive a Goldwing 1800 because I like the features on it for long hauls.

What I'm envisioning is something similar to Reddit where you can save a post on mobile. Sometimes I read a thread and think it would be awesome to archive it for future reference.

Thanks!

I see the desktop has many features.

Hi @William HustonYou would typically handle this either with Globiflow or the Managed Workflows feature in Podio.

The situation will be a feature if he is a good tenant paying market rent.You might also want to ask for the establishment of an escrow account to pay the rent if the special situation involves a question of whether the tenant can handle his own affairs (or whomever is caring for him). 

No question Podio is challenging for many users because of the cost to get the Globiflow features and the need to be or have a programmer, but for someone who really wants to build a CRM exact to their business processes it's flexibility can't be beat.For those who prefer a more defined CRM my only suggestion would be to go with a CRM that has an open API and even better already listed in Zapier.

The property features 2 above grade stories and 1 below grade (finished basement with full bedroom and bath).  

Early 1900's can be a pain, but people invest in them all day long. 1950's bungalows are built like tanks,  1970's split levels can have wood siding or other features that aren't as desirable as an older house in a different setting (not wooded, for example) or they could be great. 

The features i was really looking forward to in Podio were: the tracking of email/sms with contactsthe ability to create contract pdf's quicklyautomated reminders and taskautomated drip campaigns with fully customization templates that pre-populateSo i started searching online and found someone on youtube who briefly mentioned about how he has his MojoSells account connected to his Podio account through Zapier and he only pays $10/month, because he really no longer uses Mojosells for cold calling anymore now that his SOI is large enough that he can follow-up with his SOI daily for referrals.