CRM for beginner wholesalers

5 Replies

I’m looking for a CRM that will make automation easy down the road and has the features necessary for wholesaling.

Investorfuse, REIPro, Realeflow or freedomsoft?

I don’t like podio or Zoho but I’m open to trying investorfuse if it’s really worth it.

Originally posted by @Allison Meggison :

I’m looking for a CRM that will make automation easy down the road and has the features necessary for wholesaling.

Investorfuse, REIPro, Realeflow or freedomsoft?

I don’t like podio or Zoho but I’m open to trying investorfuse if it’s really worth it.

 Hi Allison

As a person who does a lot of direct mail, Facebook and PPC.  I think a CRM is crucial. 

Automating campaigns is a must. 

Happy house hunting 

I use Podio....I have been using it for many years and pay very little to use it per month.  Its scalable and most important its customizable.  InvestorFuse is extremely expensive at $180+ per month to use.

Originally posted by @Allison Meggison :

@Michael Quarles

What do you use

Hi Allison. BP doesnt let me say the company name as its one on the companies I own... 

However it does a lot...

Here is a small list of things it does

Telephone Features:

  • Call Dialing
  • Local Numbers
  • Toll Free Numbers
  • Call Recording
  • Call Forwarding
  • Call Notifications
  • Voicemail
  • Voicemail Transcription
  • Number Lookups
  • Call Queues
  • Call Transferring
  • Hold Messaging
  • RVMs
  • Property to Telephone Number Appending

Text Features:

  • SMS Send & Receive
  • MMS Send & Receive
  • Voice Blasts
  • Drip Scheduling
  • Recurring Scheduling
  • Send Later Scheduling
  • Unlimited Longcode Keywords
  • Long Code (Local Numbers)
  • Text Campaigns
  • Easy To Remember Shortcode
  • Text Notifications
  • Short Code Keywords

Email Features:

  • Email Campaigns
  • Simple Email Creators
  • Drip Scheduling
  • Recurring Scheduling
  • Beautiful HTML Creator
  • Professional Email Templates
  • Send & Receive
  • Attachment Capable
  • File Library
  • Custom Webforms
  • Multiple Agents
  • Tag Applications

CRM Features:

  • Complete CRM Manager
  • Build Custom Contact Fields
  • Complete Communication Manager
  • Caller Integration
  • Text Integration
  • Email Integration
  • Online Calendar
  • Campaign Manager
  • Tag Manager
  • Task Manager
  • Autoresponder
  • Contact Ownership

Chat Features:

  • Live Chat Included
  • Automated Initial Response
  • Custom Start Button
  • Easily Collect Contact Information
  • Install On Any Website
  • Email Notifications
  • SMS Notifications
  • Automated Workflows
  • Simple Chat Builder
  • Communication History
  • Automated Contact Creation
  • Custom Background

This is a complete telephone, text, voice blast, email and CRM platform, all in one. 

Happy House Hunting