Follow up softwares for lead management

Gahanna, OH · Member since 2017 · 8 posts · 3 votes

Hello, so I started marketing pretty hard this week and I was placing everything on excel and some how everything just vanished. So any recommendations of what follow up softwares works best? If excel how are you using it? Thank you, Schneider Lincifort

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Peter MckernanBusiness Member

Residential Real Estate Agent · Irvine, CA · Member since 2013 · 2k+ posts · 1k+ votes

Hello @Schneider Lincifort

There is a good CRM that you can use for follow up too. The one good one that I use for following up with clients is Topproducer.com The more basic subscription is more geared towards your needs since the platform was first made for real estate agents.

I hear a lot of good things about Podio too!

The McKernan Group4.957 Reviews

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Steven Leigh
Wholesaler · Dayton, OH · Member since 2016 · 252 posts · 227 votes
9y
Start looking into Podio. It's free, and you can add some Real Estate specific tools to it. Search Youtube and you'll find some videos on how to set it up for real estate or wholesaling or whatever you need.
It's pretty intimidating at first, but really all you need to start out is name, phone number, property address, etc. like you've been doing. Later you can delve into other stuff.
The nice part is you can schedule tasks for follow-up, like calls at 30, 60, 90 days or whatever.
Good luck!
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Peter MckernanBusiness Member
Residential Real Estate Agent · Irvine, CA · Member since 2013 · 2k+ posts · 1k+ votes
9y
Hello @Schneider Lincifort
There is a good CRM that you can use for follow up too. The one good one that I use for following up with clients is Topproducer.com The more basic subscription is more geared towards your needs since the platform was first made for real estate agents.
I hear a lot of good things about Podio too!
The McKernan Group4.957 Reviews
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Charles Nguyen
Investor · Sugar Land, TX · Member since 2014 · 223 posts · 62 votes
9y
Podio is great at lead management, and you can customize/automate it as you grow.

As for losing your excel data, you may want to look at something like Google Sheets to help track revisions.

Go crush it!
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Ray Jacobsen
Investor · Ashland, VA · Member since 2008 · 41 posts · 20 votes
9y
I use InvestorFuse, you should check it out.
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William F.
Flipper/Rehabber · Tacoma, WA · Member since 2016 · 100 posts · 34 votes
9y
Ray Jacobsen Is that a platform built on top of Podio? Schneider Lincifort I use Insightly. A cool thing is that it can make contacts from your emails automatically. It also takes web forms and can make leads from them. Workflow automation can make tasks automatically. It doesn't have any VOIP integration though, which sucks. You can get around that with Twilio or a plugin built for you. I have no affiliation with these companies, just what I'm using. The most up-to-date answer is that I'm having something custom made right now, but I don't see it being useful to many other people. This new software is PROPERTY centric, not PERSON centric. It seems more effective to track that way with multifamily.
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Ray Jacobsen
Investor · Ashland, VA · Member since 2008 · 41 posts · 20 votes
9y
Yes InvestorFuse is built on top of podio for Real Estate investors, with the help of their staff they can setup your contracts to be printed and mail with a click, e-mail follow, text followup which get's logged back into the activity log for that seller, track activity of each lead (well that's kinda built into Podio anyway) do one off print and mail postcards and track campaign ROI.
Their staff has been super helpful although it email/ticket based, scheduled training calls are available, also there's library of recorded webinars. I use Michael Quarles Alex call center and the staff at InvestorFuse figured out how to parse the seller lead e-mail data directly into InvestorFuse/Podio...boom!
If you have leads on papers/notepads spreadsheets and you know you're not following up Investor Fuse is for you, on day 1 we gathered up 20 leads and started following up which lead to getting one under contract although once we got the appointment (which was mostly due to the fact we were following up through the system) the onsite estimate of repair cost killed the deal...it happens.
It's not free or cheap, (although it less expensive of other programs, I'm not going to mention them in public) if you not serious InvestorFuse it's not for you.
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Aroldo Villarreal
Specialist · San Antonio, TX · Member since 2014 · 122 posts · 11 votes
9y
@Ray Jacobsen - Hey Ray, I decided to sign up for Investorfuse yesterday to try it out for at least 30 days. My plan is to discontinue by answering center which is $150/mo and replace it with Investorfuse, similar pricing. I'm glad I saw your last post that you use Michael Qurles call center.
If you had a choice, would you go for call center or investorfuse? Call center is great way to screen, but Investor fuse takes automation and follow up to a new level and less work on my end while I can meet more sellers. What do you think?
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Ray Jacobsen
Investor · Ashland, VA · Member since 2008 · 41 posts · 20 votes
9y
I use Michael Quarles's Alex call center, I still have a full time job, if you got the time answer the calls yourself or call back ASAP from a voicemail only system.
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Brett G.
Investor · LA · Member since 2017 · 6 posts · 2 votes
9y
Originally posted by @Ray Jacobsen:

I use InvestorFuse, you should check it out.
Hi Ray. I am considering InvestorFuse. Do you still use and like it?
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Lucas Machado
Real Estate Investor · Sunny Isles Beach, FL · Member since 2013 · 788 posts · 333 votes
9y
I use PipeDrive - $30/mo or so for everyone that needs a seat at the table. I looked into Podio - seemed like a very complex product for a system that isn't that complex. If you have 5 different employees doing different tasks, sure, you need a customizable CRM. If it's just follow-ups, e-mails, notes - really doesn't need to be complex or spending more than $50/mo.
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Peter Vekselman
Real Estate Professional · Atlanta GA · Member since 2015 · 615 posts · 225 votes
9y
Don't overcomplicate it in the beginning. Just use excel. The key is to get started. But once you have a decent amount of leads and you do need a CRM I would suggest pipedrive.com. We manage over 15,000 seller leads with it and it very inexpensive.
Peter Vekselman
If you need more help just PM me directly.
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