How REI Podio CRM Streamlines Lead Management, Communication, and Transactions

Managing leads, keeping up with communication, and closing transactions efficiently are key to success in real estate wholesaling and investing. REI Podio CRM is designed to simplify and automate these processes, ensuring you never miss an opportunity while keeping everything organized.

🔹 Every new seller lead is automatically added to the "Seller Leads" app.
🔹 Leads are categorized by status (New Untouched, Contacted, Locked Up, etc.).
🔹 You can track lead sources to measure marketing effectiveness.

✅ Assign leads to acquisition team members.
✅ Add notes, motivation level, and property details.
✅ Use built-in filters to focus on high-priority leads.

🚀 Set reminders for follow-ups based on lead activity.
📩 Use drip campaigns to nurture cold leads automatically.

📞 Track all communication (calls, emails, SMS) inside each lead’s profile.
📩 Use automated emails and texts to stay engaged with leads.
📅 Schedule and track follow-ups within the system.

💬 Send automated SMS and emails at pre-set intervals.
📆 Set reminders for phone calls and in-person meetings.

📲 Connect with dialers for quick outreach.
✍️ Use built-in e-signature tools for contract signing.

🔹 Move deals from Seller Leads to the Transactions (Disposition) app once under contract.
🔹 Assign a disposition manager to handle the deal.

✅ Monitor offer negotiations, contract status, and closing deadlines.
✅ Automatically update contract statuses when a deal moves forward.
✅ Attach signed contracts and supporting documents.

📆 Set reminders for key deadlines (earnest money deposit, inspection, closing date).
📩 Automate notifications for all stakeholders, reducing manual follow-ups.

✅ All-in-One Platform – Manage leads, communication, and transactions in one place.
✅ Saves Time – Automation reduces manual data entry and follow-ups.
✅ Increases Efficiency – Clear workflows ensure no lead or deal falls through the cracks.
✅ Improves Closing Rate – Organized deal flow leads to faster transactions.

With REI Podio CRM, you have a complete system to streamline your lead management, communication, and transaction process—allowing you to focus on scaling your real estate business. 🚀💰

🔹 Need help optimizing your CRM setup? Our team is here to assist! 🎯