Finally A Custom CRM Version For Podio!!!

1 Reply

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

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.

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