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Updated 1 day ago on . Most recent reply

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36
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8
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Jack Phillips
  • Wholesaler
  • North Jersey
8
Votes |
36
Posts

Best CRM to use in 2024?

Jack Phillips
  • Wholesaler
  • North Jersey
Posted

Hi all, I'm looking for suggestions for a CRM to use for my wholesaling business. Id like the CRM to have a power dialer (for calls) and the ability to send SMS texts. If you guys have any suggestions that I can take a look at, it would be much appreciated!

Thanks

Most Popular Reply

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18
Posts
20
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Logan Winn
  • Realtor
  • SF Bay Area
20
Votes |
18
Posts
Logan Winn
  • Realtor
  • SF Bay Area
Replied

I used to sell Salesforce to REITs across the United States and this is what I've learned:

For your needs - a CRM with a power dialer and SMS capabilities - there are a few options you might consider:

Podio: This is a popular choice in the real estate community, especially for wholesalers. It's highly customizable and integrates well with various tools, including phone and SMS services. You can use third-party apps like SmrtPhone or CallRail for the dialer and texting functionalities.

Salesforce: Known for its versatility and extensive customization options, Salesforce can be a powerful tool for your business. It can integrate with a variety of telephony systems for power dialing and SMS services, though it might require a bit of setup and possibly additional costs for these integrations.

REI BlackBook: This is a real estate-specific CRM that's quite popular among investors and wholesalers. It includes built-in tools for dialing and mass texting, which could be exactly what you're looking for.

Zoho CRM: Another versatile CRM that can be customized to fit real estate needs. Zoho has an in-built dialer and can integrate with SMS services, offering a good balance of functionality and ease of use.

    Each of these CRMs has its own set of strengths and potential limitations, so I'd recommend taking advantage of any free trials or demos they offer. This way, you can get a feel for which system aligns best with your business process and workflow.

    Hope this helps, and best of luck with your wholesaling endeavors!

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