Logging and Tracking All Interactions in REI Podio CRM

Efficiently tracking all interactions with leads is crucial for real estate wholesalers and investors. With REI Podio CRM, every call, text, and voicemail is automatically logged, ensuring you never lose track of important conversations. This seamless integration with SmrtPhone helps you maintain a complete history of all interactions within each lead record.

When SmrtPhone is integrated with REI Podio CRM, the system automatically stores and organizes all communication logs. Here’s what gets recorded:

✅ Call Logs – All inbound and outbound calls are saved in the lead's record.
✅ Text Message History – Sent and received SMS messages are stored for quick reference.
✅ Voicemail Recordings – Voicemails left by leads are logged and can be played directly from the CRM.

This automation eliminates the need for manual tracking, ensuring your team has complete visibility over past communications.

All logged interactions are visible in each lead’s record under the Communications Section. Here, you can:

📞 View Call Details – See timestamps, call duration, and caller information.
💬 Check Message Threads – Read past conversations for quick follow-ups.
🎙️ Listen to Voicemails – Access and review recorded voicemails left by leads.

This ensures that whether you’re making follow-up calls or reviewing past conversations, all data is easily accessible in one place.

🔹 No Missed Follow-ups – Never lose track of a lead’s conversation history.
🔹 Better Team Coordination – Every team member can see past interactions.
🔹 Increased Closing Rates – Make informed calls based on past discussions.

With REI Podio CRM, logging and tracking interactions is fully automated, helping you stay organized and close deals faster!