Automated CRM for your Real Estate Investment Business!!

Using a CRM to Manage Your Real Estate Business

In real estate, many people use a CRM to manage seller leads. Depending on the size of your business, you may or may not think you need a software program to manage this aspect of your business. However, I can tell you from experience that even the smallest real estate investment company can benefit from using a CRM.

"The System" features all of the automation processes you will need to quickly, onboard, evaluate, offer, distribute to buyers and close deals in the matter of an instance.





Price to Onboard System Design to Your Podio: $650

Custom work: $65 per hour

Extra Subscription Rates:

  • Podio…………..From $24/mo

  • Clicksend……..From Free

  • RightSignature…From $12/mo

  • Zapier…………….From Free

  • Lob……………….From .67/letter

  • Investor Carrot….From $49/mo

  • CallRail…………..From $45/mo

**For full features on my design, these subscriptions are recommended.  However, some are not required


Pre-Designed Wholesaling System that Works on Podio

We have a seller lead platform that allows you or an assistant to be assigned the task to contact the seller as soon as a record is produced. A task is assigned in the system along with a due date and reminders.

When evaluating the subject property for an offer, you want to get to the facts as quick as possible. In our system, we have an automated integration with Zillow to get the property comparisons as soon as you enter the street address. You can then make a determination to go forward and offer a price to the seller

When a seller is hard to reach, you might want to put them into an automated follow-up sequence. This allows you to stay in contact, yet move on to the next lead. We have a customized, easy to use follow-up campaign management process that allows you to fire it off with one click. The potential lead will get a series of emails, text messages and ringless voicemail messages letting them know you are still interested in helping them. This feature can be activated with one click of a button.

Getting your offer accepted can be in a matter of minutes when you need to act fast. Jumping in your car and rushing to a sellers location is not always an option. Especially if you are making 20-30 offers a day. Our automated process for making offers allows you, with a click of a button to send a pre-populated offer letter to the seller via email. This feature works from inside of Podio so you never have to open your email tool, fill out a response or attach a file. The system does it all for you. It creates the PDF and attaches automatically to the record for your review. All looks good, click the send button and off to the seller it goes.

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