CRM Tech Set Up - Podio and Call Rail
Are you a real estate investor carrying around 5-6 notebooks, trying to make sure you keep everything organized? Or maybe you've just started out and want to make sure you have a place to keep all of your information from the beginning. Either way, this service may be perfect for you!
We'll go in and get you completely set up with Podio and CallRail, and make sure they're working together!
Includes:
- Podio Workspace
- CallRail System
- Podio/CallRail Integration
- Podio Apps: Seller Leads, Cash Buyers, Campaigns, Offers, Inspection and Rehab Estimate, Mailing List, Mailers Sent, Expenses and Reimbursements, Daily Cold Calling Summary, Cold Calling List
A Calculator app in podio that will help you figure out SIX different types of offers!
- Cash
- Subject To
- Owner Finance
- Multi-Family / Rental Hold
- New Construction
- and Retail
And if that wasn't enough, we'll also give you access to instruction videos explaining how to use the system on desktop and mobile!
Review from J the Investor, 7th & Lehigh LLC:
- Hands down the best investment I've made thus far for my business! Full Circle Investment has turned my CRM into an easy to use, easy to follow, push button tracking system. I was spending unnecessary hours researching how to set this system up. With-in minutes Full Circle Investment had me off the ground and running! With this system my leads are organized, the internal relationships built have eliminated numerous redundancies in my data entry, and the follow-on support has second to none!
***Please allow two business days for delivery after you have provided us with account information. You will need to set up your own Podio and CallRail accounts and provide access.
***You must do your own due diligence after using the Calculator App and before making official offers to sellers.