All Forum Posts by: Bill Carovano

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.

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.

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

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.

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.

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

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

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.

 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.