Automating Responses and Follow-Up Tasks for Leads in REI Podio CRM

Efficient follow-ups and timely responses are crucial for converting leads into deals in real estate wholesaling. In REI Podio CRM, you can automate responses and follow-up tasks to ensure no lead falls through the cracks. This automation saves time, improves engagement, and increases conversion rates.

The system automates lead responses and follow-ups using predefined workflows and triggers. Here’s how:

When a new lead enters the system (via web forms, inbound calls, or manual entry), the CRM can:
✅ Send an instant SMS or email to acknowledge the lead.
✅ Assign the lead to the appropriate team member.
✅ Log the lead’s entry in the system with a timestamp.

Example:

• A seller submits a lead form.

• The system automatically sends a personalized SMS:
  "Hi [Seller Name], thanks for reaching out! A team member will contact you soon."

To keep leads engaged, the CRM schedules follow-up tasks automatically based on lead status:
✅ Cold Leads – A reminder to follow up in a few days.
✅ Warm Leads – A task to call or text within 24-48 hours.
✅ Hot Leads – Immediate notifications for quick response.

Tasks are assigned to team members with deadlines and priority levels.

Instead of manually following up, you can set up:
✔️ SMS and email sequences to nurture leads over time.
✔️ Task automation for check-ins, appointment reminders, and negotiation follow-ups.
✔️ Call reminders for high-priority leads.

The system automatically updates follow-up schedules based on lead movement in the pipeline:
🔹 New Lead → Initial Contact (Schedule first call & send welcome SMS)
🔹 Follow-Up → Offer Sent (Set task for follow-up in 2 days)
🔹 Under Contract → Disposition Team Assigned (Notify disposition team)
🔹 Closed Deal → Post-Sale Follow-Up (Request a testimonial & nurture for referrals)

🚀 Saves time – No need to manually track every lead.
🚀 Increases lead engagement – Quick responses keep leads interested.
🚀 Improves conversions – Consistent follow-ups mean more closed deals.
🚀 Reduces human error – Never forget to follow up with a lead.

With REI Podio CRM’s automated responses and follow-up system, you can focus on closing deals while the system takes care of lead nurturing.

🔹 Need help setting up automation? Our team is here to configure workflows and ensure you maximize efficiency in your lead management process! 💼💬