Updated almost 7 years ago on . Most recent reply
Best CRM for texting and RVM?
InvestorFuse vs. InvestorPO vs. Beast Mode CRM vs. ??
We currently use a simple custom Podio system built for us 4 years ago. We have added Slybroadcast, CallRail, and a live answering service. Considering adding Skipio to ramp up our texting. Starting to think that a "Package" CRM would be better.
We would like to find a CRM that has all these features integrated (batch texting, RVM, call management) and is EASY to use.
Please share your experience with a killer CRM that has all these features integrated and is EASY TO USE.
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We also currently use a simple Podio setup, Callrail and Skipio for a CRM and follow up. We're looking into Investorpo, the demo video is an hour long but looks very integrated for CRM and follow up.
A lot of experienced investors swear by Podio and it works very well for us but automation of contract creation and digital signatures, for instance, is a bit out of our current abilities. We'll working with a friend who's an IT engineer to help build Podio out... We're also not sure it's worth the time and trouble
Would be really interesting to hear anybody's experience with Investorpo?