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Communication Tools

Last Update 4 months ago

Centralized Communication: SMS and Phone Calls in REI Podio CRM Logging and Tracking All Interactions in REI Podio CRM

Centralized Communication: SMS and Phone Calls in REI Podio CRM

Shah Zaman

Last Update 4 months ago

Effective communication is key in real estate wholesaling and investing. With REI Podio CRM, you can centralize your SMS and phone calls using SmrtPhone.io integration. This ensures that all your interactions with leads, sellers, and buyers are tracked and managed in one place.📩 Sending SMS in REI Podio CRM

You can send SMS in two ways:

1️⃣ Through SmrtPhone Extension

  • Click the "Send Text" in front of phone number, this works with SmrtPhone extension.

  • Type your message and send it directly to the lead.

2️⃣ Directly from Lead Records

In the lead record, write a comment in the activity section using this format:
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  • This will automatically trigger a text message to the lead.

✔ Benefit: This method helps keep all SMS conversations logged within the lead's record for easy tracking.

📞 Making Phone Calls in REI Podio CRM

To make phone calls through SmrtPhone.io, you must first ensure that your extension is properly set up.

🔹 Steps to Make Calls

  • Click the phone icon in the lead record to initiate a call.

  • Use the SmrtPhone extension to dial and manage calls.

🔧 Need Help with Setup?

If your SmrtPhone extension is not configured, you have two options:
1️⃣ Contact SmrtPhone support for assistance.
2️⃣ Schedule a call with our team, and we’ll set it up for you.

✔ Benefit: Keeping calls inside REI Podio CRM ensures seamless lead tracking and helps maintain a complete history of conversations.

🎯 Why Use Centralized Communication?

✅ Improved Lead Management – All calls and SMS are logged within the CRM.
✅ Better Follow-Ups – Never lose track of conversations.
✅ Automated SMS Logging – No need to manually record sent messages.
✅ Professional Communication – Use a dedicated business number.

By integrating SmrtPhone.io with REI Podio CRM, you create a streamlined communication process that enhances efficiency and ensures no lead is left behind! 🚀

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