Finally A Custom CRM Version For Podio!!!

2 Replies

Disclaimer: First off I am NOT selling this or have any affiliation with this product whatsoever.  

After years of trying to streamline my underwriting process and creating countless google spreadsheets, building apps, and paying thousands of dollars for CRM programs have found a solution that works for me. 

Podio is obviously the investors and wholesalers choice for CRM's as for its inexpensive monthly costs and easily customizable features.  However, this program has never solved ALL my needs as a wholesaler and flipper. To date have used Lead Propeller, Brivity, Top Producer, Kunversion, Boomtown, Real Geeks, and Investor Carrot.  They all seem to have one primary function that is GREAT, yet leaving all other less to desire.   

I needed an all-encompassing system without paying thousands of dollars. REI Flow http://reiflow.com/

Not all of us have access to a local MLS, and as I found after I sent my license back lost my access as well. I have since had to depend on the schedule of realtors to "get back to me" when looking for a quick value and max offer price for a home. With REI flow they have the entire workflow figured out just as my investor mind did. The price is $49 a month and a $149 set up fee!! WHAT?? The owner Scott is always available and can assist in customizing the platform at any time. My favorite feature is the "work up." With Zillow continually changing their licensing agreements, and even with Zapier never could get the app working right has created a feature that pulls ALL the data of a home from Zillow and local public information. The settings allow the user to customize the formulas to best suit our baseline terms and requirements.

The system also has performed contracts, automated, offer letters, comps, signatures, all without the need to add apps like globiflow.  No offense against globiflow! They are an excellent company. It was just another added expense.  

Again I am not here to promote, so do your due diligence, but I wanted to share at a minimum my favorite function.  I have been able to reduce going back and forth from a variety of applications and serve all my needs on one platform!  

Anyway, I merely wanted to share... 

Hi Brad, 

I was searching for recommendations for a CRM. It seems like the market has become cluttered. Thanks for the quick overview of some you have tried. I have been utilizing real estate for investing for a few years. I got my real estate license at the end of last year with the goal of leaving my corporate job and working real estate full time. I am testing out pipe drive currently but I am not liking it. I am looking for easy import and export of contacts,  integration with Google, and a setup that doesn't take very long. Custom does seem like the best way to start for me. Any suggestions for an agent specific CRM.

It would be great to connect with you. I am sure we can be great resources for each other.

@Josh Chamberlin   Hi Josh, 

I do apologize for my late response.  My take on CRM's having used many of them over the course of my sales careers.  

There are a few things to consider when choosing a CRM in my opinion: 

Budget:  This being one of the primaries, however in the very competitive realm of software integrations, these prices have decreased considerably in some cases.  

On the lower end budgets, I have used in the past: zoho.com, sugar.com, and Podio.com.  These sites are easily integrable with other programs such as Mail Chimp, Gmail, Call Rail Etc.  As in all circumstances, the more integrations you choose their plan price increase as well. 

If you are looking for a Retail program and budget is still a factor, consider Kunversion, or Brivity for a Real Estate specific program.  Kunvesion is a lead generation machine and was one of my favorite all-encompassing systems.  Brivity, however, started out as primarily for transaction management,  but now offers a variety of CRM, lead gen, and autonomations as well. 

If budget isn't an issue, I'd highly recommend Boomtown!  Not only is there customer service stellar, their system is extremely user-friendly.  I loved that site and company! 

After the budget, I would take the time to decide what your goals are for the CRM.  Contact management, lead generation, integrations, IDX, autonomations, conversion, contact management etc.  I mean, all CRM's do pretty much the same thing, the issue is how complicated they are to set up, and manage in my opinion. 

For now, I use two: ReiPro for my rehab, fix and flip management, and Hubspot.  Hubspot is AMAZING! In the world of online marketing, that company is the BEST in my opinion.  They have a FREE CRM, (with integrations that cost more) and integrate with literally everything, and if it doesn't they have Zaps (zapier.com for the rest. 

It has been a few months, so what did you end up going with? 

And yes, I'd love to discuss how we can work together. 

Best,

Brad 

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