Wholesaler · Green Bay, WI · Member since 2016 · 136 posts · 41 votes
Hi! We started trying to wholesale a month or two ago and have started a direct mail campaign. We have gotten a lot of calls from it, some interested and motivated sellers, others not so motivated looking for top dollar, other people who want to be removed from the list. We are also getting calls from other investors looking for us to find deals for them as well as people who could be potential contractors for us. Right now, we write down the information we gather on the call on a lead sheet and are putting it in to a binder. We are looking for a better way to manage all of our contacts, conversations, set future tasks with the leads that dont materialize to follow up, etc. What is the best system you guys have found to do that?
Rental Property Investor · Melbourne, FL · Member since 2011 · 3k+ posts · 2k+ votes
9y
I haven't done direct mail for a few years, but when I did, I used Excel. I didn't have mad Excel skills, however, and a few times on the podcasts, Podio has been mentioned. So I have been learning about how to use the apps on Podio. This site has some meaty presentations: Struggling Investor Podio
Rental Property Investor · Melbourne, FL · Member since 2011 · 3k+ posts · 2k+ votes
9y
I haven't done direct mail for a few years, but when I did, I used Excel. I didn't have mad Excel skills, however, and a few times on the podcasts, Podio has been mentioned. So I have been learning about how to use the apps on Podio. This site has some meaty presentations: Struggling Investor Podio
Wholesaler · Green Bay, WI · Member since 2016 · 136 posts · 41 votes
9y
Thanks Kerry! i was on there and got very confused and frustrated with it so I made this post, haha! Maybe I need to get back in there and just try more things.
We use google voice to get a local number, then we actually answer the calls and put them into a crm to organize. We use highrisehq.com. But zoho, podio also work fine.
Wholesaler · Green Bay, WI · Member since 2016 · 136 posts · 41 votes
9y
Thanks @Brett Snodgrass! We use google voice also and the piece we are missing is that CRM. We will take a look at high rise! I havent heard of zoho yet but will take a look at that one as well. Thank you so much!
Real Estate Investor · Shelton, WA · Member since 2013 · 369 posts · 639 votes
9y
@Corey Reyment I 2nd @Pete Perez. Podio is a great tool for your data management and the integration possibilities to other 3rd party apps is nearly endless; Globiflow, Zapier, Gravity forms, Webmerge, Signnow etc
I recently had the issue of thousands of leads/lists and trying to organize them all via excel. If you want to scale your business excel is just not a feasible long term option especially when it comes to follow up appointments, diligent note taking, recording phone calls, tracking deal stages etc.
I have since integrated all of my contacts, leads, deals, and properties into HubSpot. I use the free version and it is absolutely fantastic. It allows you to nest multiple deals under each contact, post pictures, assign tasks, set appointments, send marketing emails, etc. It has me so much more organized and my follow through efficiency is so much better now. Further more you can import and export lists so if you want to back everything up to excel you have that option.
I would highly recommend checking it out. In fairness I have not checked out Podio so I am not sure how it compares. So far everyone seems to like that CRM as well.
Buy & Hold Owner · Redlands, CA · Member since 2015 · 5k+ posts · 2k+ votes
9y
Salesforce software is a great CRM(customer relations management) & I found it intuitive to learn.
The latest is a Cloud service so you could access and share it from anywhere.
What I liked is the the interactions can be given status tags and you know what stage the conversation is at, who's got the ball, what is need from whom.