Realtor · Bangor, ME · Member since 2018 · 203 posts · 34 votes
Offers: a dealer, Interaction tracking with the leads, Email & mail marketing automation, Task automation & history, caller ID, multiple logins, client/property matching, KPI analytics, website integration, & calendar integration?
I have mojo & propstream right now but I’m not paying for the dialer on mojo currently, although I do think it serves its purpose. I’ve tried zoho, insightly, podio, realeflow, trello, & lessannoyingcrm but none of them have met all my criteria. Can somebody help or suggest one that meets this criteria ? I’ve searched all over bp. My focus is wholesaling.
Wholesaler · Central Florida · Member since 2016 · 14 posts · 5 votes
5y
@Allison Meggison Zoho or Podio should be able to do all those things for you but you would need to have someone build it out for you. There is a lot more people that do this with Podio but I like Zoho more since it has more features. I don’t have all those things you mentioned though but it can be done.
Realtor · Bangor, ME · Member since 2018 · 203 posts · 34 votes
5y
Thank you both for your feedback! I was looking through my notes & it looks like I have an REsimpli login, so I just logged in but I don’t remember using it before. It does look like it would be a great CRM. I’m going to spend some time with it & check it out. I’ve heard good things about it too. I’m also test driving Pipedrive.
I've been in the real estate game for a while, plenty of experience with flipping and rentals. I have never really had to to do any marketing in the past except a little direct mail to find deals but understand the need to adapt to the ever changing playing field. With so many options out there, I'm looking for a little help in deciding where to start. REI Black book, Batch Leads, Freedom Soft etc. Any help would be greatly appreciated.
I haven't tried anything yet. There are so many different companies out there but I really have no clue where to start. I've done 40+ flips and hold 8 rentals. Never had a problem finding deals in the past but now I need to do something. Hoping someone will have the knowledge to share the most cost effective way to get the most leads. Any help is greatly appreciated!
Investor · Atlanta, GA · Member since 2016 · 627 posts · 374 votes
5y
I have an online KPI dashboard that I created from over 20 spreadsheets for other wholesalers. The dashboard is online, simple and easy to enter in some data and the dashboard does the rest of the work and gives you ALL of your company metrics and KPI's. It's also an overview of your marketing metrics and soon to be employee KPI tracking as well. If this is something that interest you or someone else, let me know. It's taken over a year to get it all online. Stoked that I've finally got it live for everyone. :)
Investor · Chicago, IL · Member since 2018 · 69 posts · 15 votes
4y
Congrats Jessie, it's hard work, so many integrations that you become techy or do real estate. Can you please let me know where I can find the KPI dashboard? My email is umar@exathomes, if you can send me a copy of it. Is it a free resource?
Congrats Jessie, it's hard work, so many integrations that you become techy or do real estate. Can you please let me know where I can find the KPI dashboard? My email is umar@exathomes, if you can send me a copy of it. Is it a free resource?