CRM systems: Which do you use? Would you recommend it?

[Katharine Gonzalez]

Just wondering what others do to manage their client leads, etc. Are you using a CRM software? Pros and Cons? Would you recommend it?

[Jessica B.]

Personally, I think I'm addicted to Podio as a CRM.

It's really easy to configure, but the amount of things that you can do with it in combination with Globiflow or Zapier are almost limitless.

With Podio, you basically set up how you want your information stored. Leads go here, properties go here, deals go here. Then you use Globiflow or Zapier to connect this information with 'flows' or 'zaps'. Basically, things you want to happen with that data in Podio. Create a new task to call someone when this happens in Podio, send out a contract when this happens, filter calls that come in and show me the statistics..

There's also some nice groups on Facebook and Youtube videos with ideas on things to do and how to do them.