Managing Specific Date Follow-Ups with Reminders in REI Podio CRM

Timely follow-ups are key to closing deals in real estate wholesaling. With REI Podio CRM, you can set up specific date-based follow-ups with automated reminders, ensuring you never miss an important touchpoint with a lead or a transaction.

Inside the Seller Leads or Transactions app, you can set a specific follow-up date when:
✅ A seller requests a callback on a particular day.
✅ You need to check back after sending an offer.
✅ A contract deadline is approaching.
✅ You’re waiting for a seller or buyer decision.

Once the date is selected, the system schedules the follow-up automatically.

The system ensures you never miss a follow-up by triggering reminders via:
🔹 Podio Task Assignments – The system assigns a follow-up task to the responsible team member.
🔹 Email or SMS Alerts – Get notified a day or an hour before the follow-up is due.
🔹 CRM Dashboard Alerts – See all upcoming follow-ups in your pipeline.

Example:

• You set a follow-up for a seller who asked you to call back in 3 days.

• On the due date, the system sends you a notification:
  "Reminder: Call [Seller Name] today at [Phone Number] for a follow-up."

Some leads require multiple follow-ups over time. REI Podio CRM allows you to:
✔️ Set weekly, bi-weekly, or monthly follow-ups.
✔️ Track all scheduled follow-ups in a calendar view.
✔️ Auto-adjust reminders based on lead activity (e.g., delay if the seller is not ready).

Aside from lead follow-ups, the CRM also automates reminders for important transaction milestones:
📅 Offer Expiry Reminders – Get alerts when an offer deadline is near.
📅 Contract Due Dates – Reminders for signing or closing dates.
📅 Inspection & Appraisal Follow-Ups – Ensure smooth transaction processing.

🚀 Stay Organized – No lead or deal gets lost due to missed follow-ups.
🚀 Close More Deals – Consistent follow-ups increase conversion rates.
🚀 Save Time – No need to manually track every lead’s next follow-up date.
🚀 Improve Team Collaboration – Everyone gets reminders on assigned tasks.

With REI Podio CRM’s automated follow-up reminders, you can confidently manage leads and transactions without worrying about missing key dates.

🔹 Need help setting up follow-up automation? Our team can configure your CRM for optimized lead and deal management! 💼📩