Document Management

Combining the powers of Panda Doc and Podio means you can sign, send, and automatically attach documents to individual sellers and buyers.

Monitor Lead Conversion

Track which agent is the most effective at converting leads, as well as how much time is being spent on each lead.

Manage Email Blasts

By connecting Podio with MailChimp, you can send, manage, and monitor your newsletters and updates, as well as set up automatic status emails as your lead moves through the process.

Real Estate Investors

Free up time to close deals and organize your business by using Podio to manage your leads. We set you up with a customized lead management CRM that is tailored to your business, your team, and your workflow. Automate time-consuming activities like creating and delegating tasks, follow-ups, and pulling reports, while staying in contact with your team. No more searching for scattered data and contacts – now you can run every facet of your business all in one place.

Communicate, Monitor, and Automatic Follow-Up:

Features for Real Estate Investors

Customizable task generation and

Task Sequence

  • Automate Repetitive Tasks
  • View All Agent Tasks
  • Automatic To-Do Lists
  • Plan Ahead with Anticipated Workload

Delegating the same tasks week after week? Missing follow-up reminders? Letting administrative tasks fall by the wayside? With Podio, a customized task sequence is created with each one of our clients, so you can think less about the mundane and focus on the future.

Declutter and get organized with

All Paperwork in One Place

Stop searching through endless emails, Google Drive, text messages, and phone calls to find what you’re looking for. Integrate a documentation management platform, like Panda Doc, to easily send, sign, and attach ALL client documentation to their Podio profile. Now you can keep your client profiles comprehensive and detailed. Your employees will thank you!

Customized dashboards so you can easily

Track Your ROI

By integrating a stunning reporting software, like Tableau, to your Podio system, you can see up-to-date reporting on a daily, weekly, or monthly basis. Because Tableau and Podio are so customizable, you can collect data within Podio – across several departments – to gather a comprehensive view of your return on investments. From daily views to yearly projections, you’ll be able to make informed decisions with easy-to-read data.

Record all texts, emails, and chats with

Client Communication Logs

  • Client Profiles
  • Attach Emails, Texts, and Audio
  • Internal Discussions on Project

Tired of he-said, she-said, the customer is always right? Keep your employees, clients, and yourself organized by logging all communication with each client, right on their profile. No more scattered emails to dig through! Automated emails are logged right on their profile, and agents are able to make notes on each client for internal and external use.

Manage Appointments

Never double-book appointments again! Easily view and manage your team’s schedule and keep tabs on them remotely with Podio.

Automate Your Follow-Ups

Program your own rules for sending follow-up emails after completing particular tasks and items so no one gets lost.

Delegate Tasks Remotely

Stay in constant contact with your team by using Podio’s highly-rated app to delegate tasks, schedule appointments, and more.

Improve Communication

Collect all texts, emails, and touch points in one place; view previous communication and stop spending time searching endlessly for an email!

Our Process

How Does it Work?

Submit a Brief

Create Your Wishlist

The road to getting your business organized begins with filling out our contact form. If you are unsure about any of the fields, that’s okay! We just want to get a general idea of your business’ wants and needs.

You'll Hear From Us

Our Software Engineer Team

After we receive your contact information, our Software Engineer Team will reach out to you with any further questions or clarifications.

Onboarding

Let's Meet and Greet

In our onboarding call, we’ll show you a demo of our base template, plus additional integrations and add-on features. This is where we can assess your business needs and customize your CRM to fit.

What to Bring

How to Prepare for Your Call

The main goal of our onboarding call is to determine which features best suit your business. We’ll go over workflow, employee roles, and goals.

Implementation

We Connect Your System

It only takes us five business days to connect your customized system. We’ll meet again to make sure it’s exactly to your specifications. We then turn it over to you and your team for bug test and approval.

Training + Support

Ongoing Customer Support

We recommend allowing for two weeks of employee training and implementation. We will be available if you have any questions.