Podio: Here's Our App for Seller Screening and CRM

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Podio: Here's Our App for Seller Screening and CRM

Taylor Jennings
Indianapolis, IN · Member since 2013 · 354 posts · 90 votes

In a recent thread "Podio for CRM?" it was requested that we share our lead app.

We were finally able to do that: http://bit.ly/JHPpodioLeadCRM

This is a template we use to screen a seller in a B to C Class Neighborhood in Indianapolis.

You can download Podio onto your Phone or Tablet for quick and easy access to the Lead Entry App so you never have to write leads down on paper again.

This App is also a useful tool for your Virtual Assistant since we've added Tool Tips with our script in " ".

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Most Popular Reply

Ben Bakhshi
Investor · Atlanta, GA · Member since 2012 · 408 posts · 37 votes
12y

I LOVE PODIO!

1Reply
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  • Taylor Jennings
    OP
    Indianapolis, IN · Member since 2013 · 354 posts · 90 votes
    12y

    Hey, why was this moved into Marketplace? I'm not selling anything...

    1Reply
  • Jared Rogers
    Investor · Winston Salem, NC · Member since 2013 · 93 posts · 25 votes
    12y

    @Taylor Jennings Not sure why this was moved....maybe they don't understand that you are essentially providing an open source template to a free CRM.

    0Reply
  • Taylor Jennings
    OP
    Indianapolis, IN · Member since 2013 · 354 posts · 90 votes
    12y

    @Jared Rogers lol right?

    I re-posted and changed a bit of the wording.

    Hope you liked the app!

    0Reply
  • Elio L.
    Miami, FL · Member since 2011 · 200 posts · 42 votes
    12y

    This is awesome. Thanks so much for posting this. It should probably be a sticky somewhere in the marketing section. 

    0Reply
  • Elio L.
    Miami, FL · Member since 2011 · 200 posts · 42 votes
    12y

    I'm curious to know if you have any apps, spreadsheets, or anything else that might be of value to the community here?

    0Reply
  • Shariyf GreviousPro Member
    Investor · Philadelphia, PA · Member since 2012 · 135 posts · 80 votes
    12y

    @Taylor Jennings 

    I already have Podio set up, but I will check this out. Thanks!

    0Reply
  • Gordon CuffePro Member
    Investor · Roseville, CA · Member since 2009 · 1k+ posts · 587 votes
    12y

    I downloaded into my podio. now I hope that I can figure it out. I am new to podio. thanks for sharing. I am wholesaling in st Louis and Kansas city

    0Reply
  • Taylor Jennings
    OP
    Indianapolis, IN · Member since 2013 · 354 posts · 90 votes
    12y

    @Elio L. I've got some other stuff I'll share soon.

    There are a couple of updates I need to make to this template... Be looking for an update.

    2Reply
  • Renee Stewart
    Real Estate Investor · Houston, TX · Member since 2013 · 88 posts · 24 votes
    12y

    @Elio L. ,

    I just set up my Podio account this past weekend but it was great to see you sharing more info about the setup and the app you created.

    Thanks for sharing!

    0Reply
  • Taylor Jennings
    OP
    Indianapolis, IN · Member since 2013 · 354 posts · 90 votes
    12y

    I need to update the app again.

    How has it worked thus far for everyone?

    1Reply
  • Taylor Jennings
    OP
    Indianapolis, IN · Member since 2013 · 354 posts · 90 votes
    12y

    Glad to see this is still popular! Would love to hear how it's going for everyone?

    2Reply
  • Elio L.
    Miami, FL · Member since 2011 · 200 posts · 42 votes
    12y

    I use it on a day to day basis. I don't know what I'd do without it. 

    0Reply
  • Ben Bakhshi
    Investor · Atlanta, GA · Member since 2012 · 408 posts · 37 votes
    12y

    I LOVE PODIO!

    1Reply
  • Elio L.
    Miami, FL · Member since 2011 · 200 posts · 42 votes
    12y

    Have you updated the app at all? Do you have any other apps available?

    0Reply
  • Taylor Jennings
    OP
    Indianapolis, IN · Member since 2013 · 354 posts · 90 votes
    12y

    @Elio L. you asked at the right time =] I just compiled a bunch of stuff I put together over the last year for our Indianapolis meetup. It should be helpful for most wholesalers but even more for the local folks in Marion County.

    I haven't updated the Podio app much, but I have made a few updates.

    I'll see about throwing the update up soon and will update this thread.

    I created a construction app and time card sheet for it. I'll be focusing more time on it as well.

    Here is the link to the all the stuff I used to help educate new wholesalers > JHP REI Links/Resources

    Let me know if any of that stuff helps!

    1Reply
  • Adrian Tilley
    Residential Real Estate Agent · Broomfield, CO · Member since 2013 · 390 posts · 125 votes
    12y

    @Taylor Jennings I just started with Podio and was about to download your app to check it out - any new updates before I do?

    Thanks!

    0Reply
  • Taylor Jennings
    OP
    Indianapolis, IN · Member since 2013 · 354 posts · 90 votes
    12y

    @Adrian Tilley I've been MIA in the wholesaling scene for a few months focusing on our rehabs so I haven't done much updating, but we will be diving back into it over the upcoming weeks so I'm sure I'll have some updates soon!

    I plan on adding construction applications for quoting rehabs as well as a more robust project management app.

    I'm sure I'll update this post when they come about and I'll tag each person in this thread.

    1Reply
  • Fitzgerald Hall
    Wholesaler · Atlanta, GA · Member since 2012 · 243 posts · 103 votes
    11y

    @Taylor Jennings Hello thanks for adding value to our lives. 

    I am thinking about switching from zoho to polio. 

    How can I add your template to my polio account?

    0Reply
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