All
Members
Companies
Blog
Forums
Podcast
Webinars
    User Log in  /  Sign up
  • Start here
  • Education
    Forums

    Learn from and contribute to 659K+ real estate discussions

    BiggerPockets Podcast

    Listen to weekly interviews with investors & entrepreneurs

    BiggerPockets Blog

    Delve into 8,800+ articles by experienced investors

    Member Blogs

    Read original articles by BiggerPockets members

    Guides

    Master the ins and outs of fundamental real estate topics

    The Money Show

    Listen to weekly interviews that will help get your financial house in order

    Webinars

    Sign up for this week's free webinars hosted by experienced investors or view previously-held webinar recordings in the Archives

    Videos

    Browse our library of real estate related video content

    Free Course

    Experience The Financial Independence Blueprint video series - a free four-part video series

    Topics
    Property Management Property Types Finance Strategy Finding Deals Business Operations
  • Network
    Members

    Search over 1,270,000 members across BiggerPockets

    Companies

    Explore over 31,000 real estate-related companies

    Real Estate Agents

    Find an investor-friendly agent near you

    Hard Money Lenders

    Pinpoint lenders near you with our nationwide database

    Events

    Find upcoming real estate events and meetups near you

    Jobs

    Browse real estate job opportunities in your area

  • Tools

    Calculators

    • Fix and Flip
    • Rental Property
    • BRRRR
    • Rehab Estimator
    • Wholesaling
    • Mortgage Payment
    • 70% Rule
    • Airbnb Calculator

    Services

    Find a Contractor Get a Mortgage Loan Tenant Screening External Link

    Additional Tools

    FilePlace

    Download presentations, spreadsheets, contracts & more

    REI Resources

    Dig into thousands of curated real estate tools & resources

    Calculators
  • Marketplace
    Properties For Sale

    Buy and sell real estate deals or seek out partners, financing, etc.

    Find Foreclosures External Link

    Search this comprehensive database of nationwide foreclosures

    Ads, Jobs, and Other

    Advertise your real estate business, deals, financing & more

  • Bookstore

    Featured Book

    Recession-Proof Real Estate Investing book cover

    Recession-Proof Real Estate Investing

    This easy-to-follow guide will show you how to make money during all of the market’s twists and turns! Accomplished investor J Scott dives into the theory of economic cycles and the real-world strategies for harnessing them to your advantage.

    Get the book now

    Real Estate Books

    • Flipping and Estimating Bundle
    • How to Invest in Real Estate
    • How to Sell Your Home
    • See All Books
    Real Estate Books

    Shop books covering real estate investing and personal finance.

    Lease Agreement Package New

    Don't spend $1,000 on a lawyer!

    Real Estate Forms

    Lease Agreement Package New

    Don't spend $1,000 on a lawyer!

  • Plans
Log In Sign up
User
Quick search links
Podcast Hard Money Lenders Books Washington
ForumsArrowReal Estate Wholesaling Questions & AnswersArrowWhat CRM is better to use for wholesale business
  • Newest Posts Arrow Down Light
    • Newest Posts
    • Unanswered Discussions
  • Trending Arrow Down Light
    • Top Discussions
    • Trending Discussions
  • Strategies Arrow Down Light
    • Local Real Estate Forums

      Real Estate Forums near you

      • New York City Real Estate Forum 1.3K Posts 191 Discussions
      • Norfolk Real Estate Forum 350 Posts 35 Discussions
      • Norwalk Real Estate Forum 7 Posts -1 Discussions
      • Allentown Real Estate Forum 355 Posts 51 Discussions

      View all Local Real Estate forums

    • General Info
      • New Member Introductions 488K Posts 56K Discussions
      • BiggerPockets Exclusive PRO Area 16K Posts 3.0K Discussions
      • Real Estate Not-So-Successful Stories 523 Posts 41 Discussions
      • BiggerPockets Summer Reading List 92 Posts 14 Discussions
      • Real Estate Quizzes 696 Posts 21 Discussions
      • BiggerPockets Money Podcast 675 Posts 50 Discussions
      • FAQ Forum 132 Posts 9 Discussions
      • BiggerPockets Webinar Discussion Forum 459 Posts 15 Discussions
      • Real Estate Success Stories 77K Posts 3.7K Discussions
      • Questions About BiggerPockets and Official Site Announcements 42K Posts 4.1K Discussions
    • General Real Estate
      • Renters Discussion 44K Posts 5.1K Discussions
      • Buying & Selling Real Estate Discussion 423K Posts 58K Discussions
      • Construction & Remodeling Diaries 6.1K Posts 1.0K Discussions
      • Military Investing 5.4K Posts 531 Discussions
      • Do it Yourself 32K Posts 3.5K Discussions
      • Get Foreclosure Help - Stop Foreclosure Forum 6.6K Posts 910 Discussions
      • Home Owner Association (HOA) Issues & Problems Forum 6.2K Posts 910 Discussions
      • Completed Deal Diaries 5.7K Posts 2.0K Discussions
      • Investor Deal Diaries 17K Posts 862 Discussions
    • Reviews & Feedback
      • Ask About A Real Estate Company 24K Posts 2.7K Discussions
      • Real Estate Deal Analysis and Advice 131K Posts 18K Discussions
      • Real Estate Guru, Book & Course Reviews and Discussions 28K Posts 2.9K Discussions
    • Investor Basics
      • Real Estate Investor Marketing Help & Advice 46K Posts 6.5K Discussions
      • Starting Out 290K Posts 41K Discussions
      • Investor Psychology 21K Posts 1.6K Discussions
      • General Real Estate Investing 144K Posts 19K Discussions
    • Landlord & Tenant Forums
      • Landlord Forums & Rental Property Questions 358K Posts 39K Discussions
      • Mobile Homes & Mobile Home Park Investing 19K Posts 2.3K Discussions
    • Foreclosures
      • General Foreclosure & Pre-Foreclosure Forums 33K Posts 5.2K Discussions
      • REOs 17K Posts 2.2K Discussions
      • Short Sales Questions 17K Posts 2.1K Discussions
      • HUD, VA, and Tax Sales 10K Posts 1.5K Discussions
    • Real Estate Strategies
      • Rehabbing and House Flipping 110K Posts 13K Discussions
      • Short-Term and Vacation Rental Discussion 22K Posts 2.0K Discussions
      • Rent to Own a.k.a. Lease Purchase, Lease Options 15K Posts 2.3K Discussions
      • Real Estate Development & New Home Construction 19K Posts 2.6K Discussions
      • Innovative Strategies 27K Posts 3.4K Discussions
      • Tax Liens, Notes, Paper, & Cash Flows Discussion 34K Posts 3.9K Discussions
      • Real Estate Wholesaling Questions & Answers 137K Posts 18K Discussions
      • 1031 Exchanges 8.7K Posts 1.4K Discussions
    • Commercial Real Estate
      • Commercial Real Estate Investing Forum 36K Posts 4.8K Discussions
      • Multi-Family and Apartment Investing Forums 96K Posts 10K Discussions
    • Business Basics
      • Goals, Business Plans & Entities 25K Posts 3.5K Discussions
    • Real Estate Technology and the Internet
      • Real Estate Technology, Social Media & Blogging 16K Posts 2.3K Discussions
    • Loans, Mortgages, Credit Lines
      • Creative Real Estate Financing Forum 50K Posts 7.5K Discussions
      • Private Lending & Conventional Mortgage Advice 105K Posts 14K Discussions
      • Real Estate Crowdfunding Forums 5.6K Posts 384 Discussions
    • Financial, Tax, and Legal
      • Property Insurance Questions & Discussions 11K Posts 1.8K Discussions
      • Personal Finance Forum 18K Posts 2.0K Discussions
      • Tax, Legal Issues, Contracts, Self-Directed IRA 100K Posts 15K Discussions
    • Real Estate Professionals
      • Real Estate Agent Forums 47K Posts 7.0K Discussions
      • Bankers, Lenders, and Mortgage Brokers 12K Posts 1.9K Discussions
      • Contractors 18K Posts 3.7K Discussions
    • Real Estate Marketplace
      • Real Estate Events and Happenings 57K Posts 12K Discussions
      • Marketplace 227K Posts 88K Discussions
    • Off Topic
      • Housing News & Real Estate Market Discussions 15K Posts 1.8K Discussions
      • BiggerPockets Real Estate Investing Summit 2.0K Posts 107 Discussions
      • Off-Topic 43K Posts 5.3K Discussions
Start a Discussion

What CRM is better to use for wholesale business

10 Replies

  • Share on Facebook
  • Share on Twitter
  • Share on LinkedIn
Rotate Log in or sign up to reply
  • 1
Angelor Montlouis
  • 12 posts
  • 1 votes

Angelor Montlouis
from colton, California

posted about 1 year ago

what is the best CRM to use for wholesaling business?

Jose Castillo
  • 576 posts
  • 172 votes

Jose Castillo
Specialist from Greenfield, Massachusetts

replied about 1 year ago

I use podio and if you need someone to build a good CRM system for cheap reach out to me and I can connect you with my buddy Jeff.

Austin Chandler
  • 9 posts
  • 1 votes

Austin Chandler
from Richmond, Virginia

replied about 1 year ago

Heard on the BP podcast that Zoho is good, but I have no personal experience with it.

Bob McGhee
  • 45 posts
  • 27 votes

Bob McGhee
from Douglasville, Georgia

replied about 1 year ago

I use podio which is very powerful AND complex. If you are not a tinkerer in this space get someone to set up  a basic system for you and then tweak it to your specific needs.

Patrick Jackson
  • 96 posts
  • 40 votes

Patrick Jackson
Investor from Orlando, FL

replied about 1 year ago

Hello Angelor, 

Podio is a powerful platform for CRM if designed correctly.  I can advise you on how to set it up and use it so that its on auto-pilot.  Let me know if I can help.

Angelor Montlouis
  • 12 posts
  • 1 votes

Angelor Montlouis
from colton, California

replied about 1 year ago

okay thank you guys. Yeah I heard of podio and investor fuse too what’s the difference between the two? 

Patrick Jackson
  • 96 posts
  • 40 votes

Patrick Jackson
Investor from Orlando, FL

replied about 1 year ago

InvestorFuse is a company that uses Podio as a platform to create a CRM/task management system for Real Estate investors.  The primary service is a canned system that can be tailored as needed.  I am also an independent design consultant for InvestorFuse on their customized solutions.  Hope this helps.

Angelor Montlouis
  • 12 posts
  • 1 votes

Angelor Montlouis
from colton, California

replied about 1 year ago

Oh okay thank you Patrick for your response and yes it is helpful I appreciate it thanks.

Anthony Nguyen
  • 145 posts
  • 22 votes

Anthony Nguyen
from Sherman Oaks, CA

replied about 1 year ago

How many deals are you people doing a year to warrant needing a system like this? 

Bob McGhee
  • 45 posts
  • 27 votes

Bob McGhee
from Douglasville, Georgia

replied about 1 year ago

I start with the end in mind. I want an idea of the process I will use when I get more deals and will be too busy to learn a management system. 

Having said that, I also know that spending all of your time and money on systems instead of deal creation is a mistake as well. 

So, I went with podio and a basic setup so I can get a system in place that I can use today and grow over time.

Truthfully, a spreadsheet in the cloud somewhere will probably be enough for most beginning investors.  Once I had multiple sheets tracking multiple lists, sources, deals etc I added a CRM to manage the chaos. 

Jose Castillo
  • 576 posts
  • 172 votes

Jose Castillo
Specialist from Greenfield, Massachusetts

replied about 1 year ago

If you have more than 35 calls a month I would look into a CRM System such as Podio which can be customizable and extremely powerful, the reason why is because wholesalers should be creating follow up sequences through text messaging and email blasting etc. etc. and you can implement that into a Podio system right away. Just don’t let anything slip through the cracks.

  • 1

Top Contributors

Lydia T.
Lydia T.
Dallas, TX
5.52
Score
Joseph Back
Joseph Back
Lexington, KY
5.43
Score
Jay Hinrichs
Jay Hinrichs
Lake Oswego OR Summerlin, NV
3.87
Score
Caleb Heimsoth
Caleb Heimsoth
Cary, NC
2.18
Score
William C.
William C.
Souderton, PA
1.76
Score

Trending Discussions

  • California to make "Solar "mandatory for new Homes!!!!!!
    132 Replies
  • Average Net Cash Flow ? (Per door)
    40 Replies
  • How many of you have bought a note this year ?
    81 Replies
  • Listing price: reduce or be patient!
    35 Replies
  • HELOC appraisals - why so low?
    22 Replies
Close Thin

Create Lasting Wealth Through Real Estate

Join the millions of people achieving financial freedom through the power of real estate investing

Start here

Already have an account? Click here to log in

Log in Sign up

Log in

Forgot password?

If you signed up for BiggerPockets via Facebook, you can log in with just one click!

Log in with Facebook

Let's get started

We just need a few details to get you set up and ready to go!

Use your real name

Use at least 8 characters. Using a phrase of random words (like: paper Dog team blue) is secure and easy to remember.

By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.

Why create an account?

Receive a free digital download of The Ultimate Beginner's Guide to Real Estate Investing.

Connect with 1,000,000+ real estate investors!

Find local real estate meetups and events in your area.

Start analyzing real estate properties, we do the math for you.

It's free!

Explore

  • Membership
  • Community
  • Education
  • Marketplace
  • Tools
  • Perks
  • iOS App
  • Android App

Company

  • About Us
  • Press
  • Advertising
  • Careers
  • Stats
  • Contact Us

Important

  • Terms of Use
  • Rules
  • Privacy
  • FAQ

Social

  • Facebook
  • Twitter
  • Google+
  • YouTube
  • Instagram
© 2004-2019 BiggerPockets, LLC. All Rights Reserved.