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All Forum Posts by: Bill Carovano

Bill Carovano has started 0 posts and replied 47 times.

The two main reasons to pay for Podio are:

1. You have more than 5 users (which doesn't apply to your case)

2. To get Globiflow, in order to save you time and automate actions.  There are countless things that Globiflow can do that will enable you to win more deals.  For example, I've worked with real estate investors to set up automated long-term marketing to sellers.  Let's say a seller decides in January that they don't want to sell the property.  So you set up an automated series of text messages, to contact the seller in June and December.  If you set up a system like this in Podio/Globiflow, just one deal that results from this type of contact automation more than pays for itself.

Post: Podio Question for Podio Users

Bill CarovanoPosted
  • Tampa, FL
  • Posts 51
  • Votes 30

I just tested this in Podio because I wasn't sure about columns.  

Only the rows in the View get exported (i.e. the ones that meet the filter criteria).  However, all columns get exported--even the columns that aren't part of the view.

Post: Podio Question for Podio Users

Bill CarovanoPosted
  • Tampa, FL
  • Posts 51
  • Votes 30

In Podio you create a "View" and then can export only what's in that View to Excel.

https://help.podio.com/hc/en-us/articles/201019638-Views-filters-and-reports

Post: Podio, Trello, others? Templates?

Bill CarovanoPosted
  • Tampa, FL
  • Posts 51
  • Votes 30

Both Trello and Podio can serve as decent "deal board" tracking systems, and both are free for the kind of simple use case you're discussing at the moment.

I'd strongly suggest starting with Podio because it is way more customizable, powerful, and proven for the Real Estate Investor use case than Trello. You'll eventually want Podio capabilities later on. Case in point: Podio is the basis for a lot of third-party REI-focused systems such as Investorfuse and Seller Leads CRM. I've personally worked on about 30-40 different custom Podio systems for various REI companies.

There are a bunch of Podio system templates available on the Podio App Market, including some for REI businesses, but honestly I'd suggest just starting with a simple Podio app or two that you build out yourself (such as a "Deals" or "Leads" apps, to store the info you need) and then grow from there.

Post: PDF contract generation

Bill CarovanoPosted
  • Tampa, FL
  • Posts 51
  • Votes 30

Hi Matt - it's no longer a requirement to have 5 users of Podio Premium to get Globiflow.  You can now get Globiflow (with unlimited actions/flows) with just 1 user license of Podio Premium at this point.

Post: PDF contract generation

Bill CarovanoPosted
  • Tampa, FL
  • Posts 51
  • Votes 30

Hi Matt - this is definitely doable: http://www.globiflow.com/help/action-make-a-pdf.php

Post: PDF contract generation

Bill CarovanoPosted
  • Tampa, FL
  • Posts 51
  • Votes 30

Yes, Globiflow (included with Podio Premium) can do this. 

Originally posted by @Gay Lloyd:

@Bill Carovano thanks for your reply.  We have recently started to use Podio ($14/mo) but did not realize it had text capabilities (probably not the version we have).  I feel like we haven't scratched the surface of all it can do for us !

BC: The $24 Podio Premium product includes built-in Texting through the "Globiflow" feature that is included.   However, messages come from a different phone number each time.  Twilio is a better solution because the messages come from a consistent number that you own.

We do have a google voice number, but are you saying you can do group texting with that ?

BC: Yes, you can do group texting with Google Voice.  Responses from a group text will start up their own thread.

I've seen or built dozens of systems using Podio ($24/month per employee user), Twilio ($1/month per number and $0.01-$0.03 per text depending on # characters), and Slybroadcast ($0.05/voicemail).

Follow up Boss might be interesting product for you to look at as well.

If you want something free, take a look at Google Voice.

Post: Trello for leads and VA work tracking

Bill CarovanoPosted
  • Tampa, FL
  • Posts 51
  • Votes 30
Originally posted by @Yuriy Skripnichenko:

@Bill Carovano

Thank you for the respond

Did you use both of them and find that Podio is better? What are the pros/cons?

 I used to use Trello for basic Project Management, but I don't use it any more as I've got everything in Podio now. 

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