CRM Doc management, Phones

Real Estate Technology
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CRM Doc management, Phones

Jeff TumbarelloPro Member
Real Estate Broker · Fort Myers, FL · Member since 2008 · 1k+ posts · 323 votes

We currently use Podio and the accompanying apps that it integrates with. 

Podio while a blank slate is very glitchy.

Does anyone have some recommendations for Phones, CRM, Docs?

Thanks in Advance.

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Jason N.
Specialist · Denver · Member since 2021 · 159 posts · 101 votes
5y

Hey @Jeff Tumbarello. The most common real estate specific CRMs I hear investors using are Podio Beastmode (a built-out form of Podio), Follow up Boss, Investorfuse, REIFlow (another variant of Podio), REI blackbook and REI Pro.

There are investors who opt for the larger players as well like Salesforce, Pipedrive and Hubspot. 

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  • Kuba F.Pro Member
    Real Estate Investor · Los Angeles, CA · Member since 2013 · 2k+ posts · 694 votes
    5y

    What do you mean by doc management?

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  • Jeff TumbarelloPro Member
    OP
    Real Estate Broker · Fort Myers, FL · Member since 2008 · 1k+ posts · 323 votes
    5y

    Document signing and such, ours in podio even sends to title co as an automation

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  • Jason N.
    Specialist · Denver · Member since 2021 · 159 posts · 101 votes
    5y

    Hey @Jeff Tumbarello. The most common real estate specific CRMs I hear investors using are Podio Beastmode (a built-out form of Podio), Follow up Boss, Investorfuse, REIFlow (another variant of Podio), REI blackbook and REI Pro.

    There are investors who opt for the larger players as well like Salesforce, Pipedrive and Hubspot. 

    1Reply
  • Jeff TumbarelloPro Member
    OP
    Real Estate Broker · Fort Myers, FL · Member since 2008 · 1k+ posts · 323 votes
    5y
    Originally posted by @Jason N.:

    Hey @Jeff Tumbarello. The most common real estate specific CRMs I hear investors using are Podio Beastmode (a built-out form of Podio), Follow up Boss, Investorfuse, REIFlow (another variant of Podio), REI blackbook and REI Pro.

    There are investors who opt for the larger players as well like Salesforce, Pipedrive and Hubspot. 

     Leaning towards Kixxie for phones and Pipedrive. I already use Lead Sherpa on another venture and will use for this one

    1Reply
  • Amna Malik
    Investor · Chicago, IL · Member since 2018 · 69 posts · 15 votes
    5y

    @Jeff Tumbarello Hi, are you still using pipedrive until now?

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