Technology Stacks for Wholesaling & Flipping Businesses

[Nathan S.]

Hi All,

What technology tools are you using to improve your efficiency and productivity in your wholesale/flipping/investing businesses? What are your preferred choices in the following 6 categories and why?

1. CRM

2. Dialer 

3. Skiptracing 

4. Lists

5. Marketing

6. Other

[Patrick Jackson]

@Nathan S. I have built my Podio design to be the foundation to handle the following:

1. CRM. I send out drip messages via text, ringless voicemail and email on periodic schedules to reach leads

2. Dialer. I integrate Mojo dialer into the system to capture warm and hot leads and convert them to my lead management workflow automatically.

3. Skip Tracing. Integrated LeadSherpa in to do skip tracing and again funnel it into my system for management.

4. Lists. Combo of LeadSherpa, Batchleads, Craigslist auto scrapes and cold callers to find, qualify and populate my system with leads. It’s important to identify the source of these leads as they come in for key performance indicator reports as well.

5. Marketing. I have used websites with landing page forms embedded in them, social media ads with signup forms, bandit signs, cold callers and letter and post card campaigns that are all funneled into my system to be identified by source, and joined into the progression of lead management as well.

Main thing is to be able to manage all these sources and drive them into a single foundation for workflow progression. Regardless if you have a single person or several team members in your organization, the main thing is workflow management. As you or your team are being tasked with assignments, the progression from generating quality leads, turning those leads into opportunities, converting opportunities to offers, closing offers to assignments or purchases, and then offering those assignments and purchases to deals for buyers it can be complicated unless you have a system in place both operational and automated to manage it in a systematic manner.

Hope this helps you!!

Patrick