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Podio Setup and Management

Podio CRM Setup & Integration

We build and customize Podio CRM systems around the way your real estate business operates. From lead management and sales pipelines to automated workflows, KPI tracking, offer calculators, and follow-up systems, we create a centralized workspace that keeps your team organized and your opportunities moving.
We can also integrate Podio with tools such as Google, Zillow, CallRail, smrtPhone, RightSignature, and other platforms your business relies on.

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Podio CRM – Podio basic setup

CRM – Podio basic setup Includes one workspace and upto 3 webforms to track seller, buyer leads, and offers.

Podio is the CRM tool used to streamline and simplify the way you do business. Improve your sales productivity with a lead management and CRM tool tailored to your accounting business. Combined with real-time communication and task management in one place – Podio is the first CRM your team will love to use.

Basic Features without any automation – Contact us for more information on Pricing

Two webforms (seller and buyer leads)

Basic Plus More

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Includes

  1. One workspace with 3 webforms to track seller, buyer leads, and Offers
  2. Automatic Offer Estimator (55%, 65%, 75% of Zillow Zestimate
  3. SMS automation (send & receive text seller leads app
  4. Integrate Right Signature or Docusign – Automatically grab information from any lead in your seller leads app to send out uploaded contracts to your clients with a click of a button.
  5. Google map and Zillow integrations
  6. Gmail integration
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Intermediate - Podio

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Includes

  1. SMS automation (send & receive a text from your seller leads app)
  2. Listing Agreement automation with RightSignature
  3. Addendum Automation
  4. Communication log app
  5. Automate the Transferring of warm leads from your SMS/RVM software into your Podio
  6. Automate the transferring of leads from your website to your Podio
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Intermediate plus more Podio Setup

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Includes

  1. Everything intermediate
  2. Email automation (send & receive email from your seller leads app)
  3. Wholesale fee auto calculator
  4. Automate marketing tracking channels (including Direct Mail and Carrot site, SMS, RVM
  5. Auto offer calculation 55/65/75% of Zillow
  6. Social media marketing integration (pool warm and hot leads from your FB or Instagram marketing
  7. Automate marketing tracking channels (including Direct Mail and Carrot site
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Advance Setup (CRM)

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Includes

  1. Everything in Basic and Intermediate
  2. Plus any other integrations needed such as xendesk, Slack
  3. Repair cost Calculation in seller leads app
  4. Assign phone number to each marketing app which automatically flows into your CRM.
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