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All Forum Posts by: Keith Barham

Keith Barham has started 1 posts and replied 3 times.

Quote from @Joel Bongco:

@Suzanna Gittrich -  Aloha Suzanna!   We use FollowupBoss and configured it for Real Estate Investors.  It's an awesome tools and I would stick with that!  Please DM me if you have any additional questions.  Mahalo!  Joel

It seems to cater specifically to agents. How did you configure it for investing? 
Quote from @Patrick Jackson:

All of what you mention can be done easily with Podio configured for REI CRM. Ive been using the same for many years now and its my foundation for operations, follow-up, workflow management and communications. I would be more than happy to show you how I use it.

Good afternoon. Would you be available to show/teach me how to setup Podio?

Post: Invelo Account with BP

Keith BarhamPosted
  • Wholesaler
  • Posts 3
  • Votes 0

Hello all,

I upgraded to the Pro account and I already had the free Invelo account. Logged in my Invelo account thorough BP and it still looks like the same plan level. Is that the case or did I do something wrong? Thanks for any help/assistance.