Podio has been known as a powerhouse Real Estate Investor CRM for years, and in this amazing episode we’re joined by the founders of three top Podio-based Real Estate CRMS: Jordan Fleming (our host) from AssignForce, Alexandru Parge from REIvolution and Damien Ruggieri from DealPro.
If you’re in Real Estate – this is a must listen episode as the three seasoned Podio veterans dive into some of the challenges they see Investors facing (and how they address them in the CRMs) and what really makes Podio such a powerful tool for Real Estate Investors. If you’ve ever wondered why Podio has such a presence in the Real Estate community – this episode will let you dive into the behind the scenes of the three CRMs and look deeper into the power of Podio as it’s leveraged for the real estate CRM needs.
AssignForce Real Estate CRM & Support System: Get FREE handholding onboading, data migration and setup (worth $1000.00) when you sign up to AssignForce and use the code SUPERCHARGED at https://form.jotform.com/203242496093051
REIvolution: Get 50%OFF for 3 MONTHS. Use promotion code: RECHARGED at https://reivolution.io/
DealPro: Get 1 Month free + the cost of users for any new Deal Pro DocuSign Bundle. Use offer code: Deal Pro Sign Up at https://reisolutions.org/reishop/
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Welcome to powered by podio automation is everything. supercharge your business with podio. Get ready for another episode of supercharged with Jordan Samuel Fleming, your weekly dive into the awesome impact workflow and automation you can have on your business when it’s powered by podio. Join us each week as we learn from the top podio partners in the world as we investigate system integrations and add ons and hear from real business owners who have implemented podio into their business. Now, join your host Jordan Samuel Fleming, CEO of game changers for this week’s episode.
Jordan Fleming: 0:45
Hey, everybody, welcome to this week’s episode of supercharged I’m your host, Jordan, Samuel Fleming here to talk all about the power of workflow and automation, when your business is powered by podio. Now, this is a great episode, one that I’m excited about because we dive into why podio makes such a great and powerful real estate, CRM. For those of you who are in that space. podio has really been a powerhouse for many years for real estate. And I’m joined in this really special group episode by Damian, who has the Rei solutions company and has a system a podio. Real Estate CRM called deal Pro, and I’m joined by Alexander parche, who is also my business partner in smartphone. But he has Rei volution, which is another amazing podio based real estate CRM and of course myself, I’ve my company game changes has assigned force, which is a podio based real estate CRM. Well, why is podio so good for real estate? This is what this episode is all about. We don’t get to nuts and bolts into, you know, our respective systems. But we talk a bit about, you know, the power of podio in real estate, why is it so good? Why is the flexibility and price such a great sweet spot, we do talk about some common threads that we’ve found amongst the different real estate, business models, and how podio and our systems have addressed them some of the key challenges that we’re able to address within podio, some of the key features of the systems that really make these CRM systems fly. And it’s just a great opportunity to kind of step back a little and talk about podio, and the real estate community, and why it’s still such a phenomenal tool. I mean, there’s lots of tools out there. There’s lots of systems out there, but podio. And real estate still has a very, very, very strong connection, because you simply can’t beat the customization, the workflow automation and the price. And that’s all there is to it. And I was really grateful to both Damien and Alex, for joining me in this so we could, you know, geek out a bit talk a bit about the ecosystem and the why, you know, we see our clients get success in their businesses, because of the power that podio can bring to them. So if you’re in real estate, this is a great opportunity for the listen to three people who own their own podio based CRM for real estate, and talking a bit about the challenges, the opportunities and the amazing things that these different systems can bring you as a real estate investor. Let’s dive right in right now with myself, Alex and Damian. So I will crack on I am joined today by two of my favourite people in the podio Real Estate ecosystem. We’ve got Alex from Rei evolution, he’s also my partner in smartphone. And Damian from Rei solutions, also a smartphone partner as well. Alex, why don’t you just kick off give a very brief introduction so people know who you are.
Alexandru Parge: 4:04
So Hi, everyone. I represent swift bought a Romanian software company. We have along the way, we have built several solutions extensions for podio users because we fell in love with podio around 2015. And along the way, we have built the smartphone we have built a dashboard platform, an email integration and out of the box. Real Estate CRM focused for for investors. Absolutely. And Damian, you’re you’re both returning champions. So they mean remind people who you are and your products, please.
Yeah, make sure and so my name is Damian, I’m the owner and founder of Rei solutions and we we offer a product called deal Pro, which is just an out of the box all inclusive wholesaling. Real Estate package that’s based in podio. And we try to expand on that, you know, every month, we’re trying to come up with something new for it or updates for it. So it’s always changing. But, you know, it’s something that we love doing with podio. And it’s just so easy to expand upon, and we use, you know, smartphone a lot, we’ve got a lot of people switching over smartphones from call rail. So it’s definitely a great system to use. Absolutely. Well,
Jordan Fleming: 5:28
we’re gonna, I mean, as everyone should know, by now, this is my podcast, not only obviously, in my co founder, smartphone, but my company, we are game changers, of which I’m no longer CEO, as of last week. Yeah, Andrew Cranston is taken over as CEO instead of CTO, he’s now CEO. But I am still sort of Chairman in that sense. And we not only do a tremendous amount of custom podio development for real estate, but we also have a wholesale sales system called assign force that we implement for clients as well. And why I wanted the three of us to get on a podcast today is really to talk. A lot of times I get real estate investors on they talk about, you know, how they use things, and they talk about, you know, their their background and how they get into it, and how what they do in podio, I really wanted to focus on the the reasons why podio makes such a good and compelling platform for real estate. CRM is because and the three of us are on because, of course, not only do we know, podio, like the back brands, but we’ve got these systems now. Like for me, podio still is just a phenomenal system for real estate, wholesaling for, you know, property management for rehabbing all those sorts of things. And to me, it comes down to the flexibility that you can bring into it and that ability to customise it, but I really want to hear from, from you, too. So can I ask both of you to maybe talk a bit about sort of what are the key things that you feel podio brings to the real estate, CRM market, and maybe a couple things that your systems do that you really think, you know, help you, you know, help your clients out? Damian, let me start with you.
So, overall, podio, I think is phenomenal platform as a base for any any CRM, you know, whether it be real estate or Hotel Management, you know, but in this case, for what we’re doing with real estate, and specifically wholesaling, it’s great because everybody has different ways that they get leads and they prospect for leads and, and, you know, with a traditional CRM, you can’t really integrate a lot of those things, or do the follow on after you get a lead from those sources. Because either, you know, the lead sources and talking to the CRM or the CRM is on top of the lead source. But with podio, we have the ability to a lot of times due to a traffic between those things, where at least get the data from the source into podio, relatively easily. You know, the back end of podio, uses workflow automations, formerly known as globey flow. And with that, we’re able to do a lot of custom coding and things to make, make the system do what the user wants it to do. Whereas an out of the box, you know, off brand was only going to do what that system is designed to do, which could be great, but you know, everybody runs their business differently. And everybody wants something different. And I experienced that every day, even with just our deal pro system, like out of the box. It’s phenomenal. But we have yet to have a subscriber just use it as it comes, like everybody wants a little something different, whether it’s Eve some small, like changing the name of a field to something else, or they want to have a couple different functionalities added. Everybody wants something different. And we’re able to do that with podio. Because it’s easy to, you know, configure to what they want to do for the most part.
Jordan Fleming: 9:03
I say Alex?
Alexandru Parge: 9:04
Yeah, for sure. I agree 100% with what Damien said. And if there is anything to be added to that is that you mentioned, like, you know, Project podio was created as a project management platform. And we the partners had gave it the CRM functionalities. And it’s great, it’s great because you can have that as an out of the box solution with our systems. And one thing that I’m really proud of is that in our evolution is only the system. You have the fields configured and the functionalities. But on top of that, you have also the dashboards because we can pull out and use a template right reports that can help them improve their activity and really see to analyse the performance of their team. have their marketing of the operational teams, everybody in the team can work in only one place.
Jordan Fleming: 10:08
I think that’s a good point. And actually, I’d expand on that in that. Another compelling thing, I think of what makes podio a great sort of fundamental for the real estate CRM that we’ve all built, is simply the strength of his API, and the fact that you can get the all the data you want out in almost any, like, in almost any way, if that makes it, you know, I mean, there’s, there’s, there’s so much restrictions to, to other systems where it’s like, yeah, you can get some of the data out, or you can get some of the data and some of the ways, but you can’t have this, you can’t have that. And, and I think one of the things that makes podio such a good foundation for the real estate, CRM element is just the fact that every bit of data, you can get out. And you can then spin around and do whatever you want. Whether that is using dashboards, like Alex was talking about where, where you can get the data out and dashboard it and visualise it, which I’m sure we all do as well, you know, we are in different ways, or whether it is, you know, providing you know, externalising data for outside people like we’ve certainly for assigned for us, we built a cash buyer portal that sits on top of it, where you can just simply click on one of your buyers and say, you know, add to portal, they get an email giving them you know, telling them to login when set their password, and then they get to log in and see a map of all the properties you’ve got available for you click on it, get the details, submit an offer straight into podio. You can go back and forth between the portal and podio. And they get an amazing user interface. And you get all the data. And I think there aren’t many you know, it the reason that works so well is because the data in podio is just so easy to manipulate. You know what I mean? And I think that’s important.
Yeah, definitely, definitely agree with that API is has proven invaluable for some of the, you know, just as some of the things that we’re doing in our system, as well as, like, there would be no other way to, to make some of these things happen. You know, with any other platform, because you have to be able to manipulate the data. And while workflow automations is great, you know, it does have some limitations as far as what it can do with PHP functions. So, so the API kind of bridges that gap and allows you to take it to your own server and use, you know, actual scripting, and even doing stuff with proc foo and other great accents that we like to use, allow some more versatility in applications.
Jordan Fleming: 12:54
Absolutely. Now, going I mean, given that we all got, you know, we’ve all got kind of wholesale CRMs wholesaling is has been our focus for, I would say, 95% of our real estate customers, we’ve got some who do other bits and rehabbing and all of us, but wholesaling for us has always been by far the biggest business model that we’ve dealt with in the real estate industry. And I think there’s there’s a pretty well defined track record of podio in wholesaling in terms of your own systems. And I’ll also talk about ours a little as well afterwards. But what are some of the kind of what what do you see as some of the core challenges that wholesaling wholesalers have, and how your systems kind of address them? Because I think we probably are similar, but we’ll all have cool little bits. So Alex, what do you think you want to start off? Yeah, so
Alexandru Parge: 13:59
I will talk about the contract generation and handling the contracts because everybody likes to make big numbers to close, more deals, more deals. But every new deal will bring some operation beats on the on the process with our system. The agent that is talking with the person that is selling the house has the ability of just filling in pre defined variables to use the system and to actually send it via email or send it the right signature or DocuSign to the seller to be signed. Once it is signed. The signed contract gets back to podio. Everybody has access to it and the file is moved over to the operations. For us. We don’t use it only for wholesale because we have a purchase type and maybe some They will purchase a property to wholesale, but maybe they would like to keep it as a rent, maybe they would like to hold a baby, they would like to make innovation, a short sale, I don’t know, they can simply configure that when they buy the product or afterwards. And depending on the type of the property, the type of how they buy it, they can have different standard operating procedures with different sets of tasks that are assigned automatically to the operation team and to the people that are responsible. So everybody knows exactly what they have to do. And you can even measure the number of days it takes you to purchase a property, for instance, because always when you’re going to short sale to buy a short sale property, it will take longer than the whole sale or a property that doesn’t have issues in the title or something.
Jordan Fleming: 15:54
Absolutely. And I like so. And that’s another powerful bit of, of basing and podio is that flexibility of having those different standard operating procedures, you know, customizable by the Cust customers where so many other systems, they’ll sort of, you know, here’s how you set up the one thing, and you can’t really differentiate, and not many people fit into those little boxes easily. And it’s the boxes that start to make you chase. And it’s the boxes that start to make you feel like the system is not working for you. It’s working against you. And I think that’s a good illustration. Alex, Damian, what do you think?
Yeah, Alex, I agree with that, like 100%. And in our own system, we use DocuSign, we have gotten away from right signature, just because it’s not as great of an interface is, you know, not not something that we, we want to continue to deal with. But you know, that’s a whole nother whole nother thing. But another podcast. Yes, the troubles arise against you. But so we do use DocuSign. And, you know, we do that with the API. And so it offers a lot more flexibility in the contracts, because we’re able to generate, you know, if the user comes in, and they’ve got five different contracts, it doesn’t matter, we can implement all of them very easily. And they’re able to, you know, edit them right there in podio. You know, a lot of times one of the big issues was sending a contract, and the seller says, Well, I want more earnest money, or I don’t like these terms that you put in there. So then was writing and you have to go back and generate a whole new contract. Whereas with DocuSign, and our integration, you just edit it right there. And it’s edited live for the person. So that part is cool. But I think one of the big struggles that I’ve seen for investors as a whole, not just wholesalers, but his follow up. And, and that’s where all the deals happen is in the follow up. Because you know, chances of you getting it right out of the gate, you know, calling the seller the first time pretty slim, everybody in the game knows that, but we kind of try to help them stay on top of those files with our automated drip campaigns that can go anywhere from one day to year and a half, you know, it doesn’t, there’s no length of time,
Jordan Fleming: 18:09
there’s no really hard stop,
there’s no hard stop, right, it can just keep going. which is which is fantastic. You know, for things like the probate leads, you know, or, or short sale leads, where it’s like, it’s gonna be a while before that thing turns into something. So the user is able to make their own custom templates, they can set up as many as they want, there’s really no limitation there. And then, you know, it’s just a click of a button start, and then they’ll get the emails texts, or VMs, we also have an assigned task to the user, you know, like a split about three weeks, if I call this guy back, whatever task it is that you want to assign to the lead manager. So that’s that’s how we try to help them stay in front of the leads and manage that part.
Alexandru Parge: 18:56
I’ll go the we have someone that has three years of drips configured now.
That’s crazy. That’s a long campaign.
Jordan Fleming: 19:08
I’m gonna go the other end of the cycle and I’m gonna say that, you know, one of the other things that we’ve noticed is that you know, we go we got, we saw a lot of people just blasting the buyers without really thinking about it and I and my, with my marketing hat on my marketing backgrounds. I never like spray and pray. I like targets. So I, you know, anytime you just take an Uzi and try and hit everybody, you the chances are, you’re not going to you know, you’re gonna have a lot of collateral or a lot of waste. And so what are the things that that we do in our system that podio lends itself to because you can set it up differently, is we we have a we have a very effective buyer matching tool, that where you know, you for every lead that you’re working and every property you’re dealing with You can set up using relationship fields you can set up like, these are the different criteria this property meets, it’s a single family home. And it’s, you know, here’s the price range and it’s in, you know, with these amenities or, or these local beds. And for the buyer profiles we’ve got in podio, you can set well what type of homes you like, and what areas do you like, and well, those and then simply when you’re looking at who am I best buyers, you click match me some buyers and it goes through all the buyer lists you have and gives you your shortlist of the people who hit the best criterias and where you can then market to them and that it’s a small thing. But again, trying to build a system, which will let them be more targeted in their approach, not just from a follow up point of view, but also on a selling point of view. And and, you know, podio gives them that gives the ability to customise that process in an almost unlimited amount of way. Stop. Okay, I’m sorry, I’m just gonna interrupt this amazing podcast for a couple of seconds. I know if you are a regular listener, you have heard me talk about the game changers supercharged masterclass series, and I’ve already had a number of people give their details in with the form and contact me saying when can we get involved? Well, life has happened, moving house lots of things going on. And although I promised to get up the first modules in June, it is going to be the end of July now July 2021. But I am super excited about it. This absolutely free masterclass series is going to go through a bunch of great modules, the fundamentals of podio, the fundamentals of great podio design, great ways of using globey flow and extending podio. It is distillation of years and years of my team, myself included, of designing podio. It’s our attempt at bringing together some best in class principles of podio design. It’s really an exciting proposition. I can’t wait to launch it, it is coming soon. Go over to www.wearegamechangers.com. Go to the master class sending your details we’ll let you know as soon as the first modules were up, I guarantee the first modules are going up and to July 2021. Now, back to this awesome podcast. And I think that’s a really cool, you know, that’s a, it’s a really cool example of why that podio ecosystem has helped out for that. Now, I do, I would be remiss, given that we’re the three of us are here, communications, and obviously another massive one. And of course, I got my smartphone hat on right now, which never comes off. But, you know, communication is a massive one. And to me I would say that one of the things that smartphone is really done. And this is me with my game changers hat on not so much my smartphone add on, but is where we’ve integrated call rail in the past, for instance, it’s not that it’s bad. It’s not and that’s not certainly not the colour as a bad platform. I have no problem with call rail, it’s good platform. But it was never very because you’re essentially dropping calls into an app. And then you know, your your the ability to have duplication and the ability to have problems of connection was always was always pretty high. I know I’ve found certainly as we over the last couple years have only integrated smartphone to our real estate customers. We’ve been finding that the whole communication integration between dialling texting, sales, dialling, transact all of that has massively smoothed out in a big way. And I think that’s a huge part of the real estate infrastructure that works really well for podio and particularly podio with smartphone.
agree with that, because you know, we still do call rail not nearly as much now we do push smartphone. Just because it’s so much easier. I mean, we use it ourselves to it’s just for for our overseas friends, you know, it’s like, they could just click it whereas with with call rail even though Yes, you can use mega push to call button and call from podio it’s still gotta call somebody’s cell phone, then they got to press one and then get Connect so like if for our wholesalers that are using their VA in the Philippines and stuff that doesn’t work because there’s no way there’s no push to call I mean occasionally you can connected with Google Voice but the the chances of it working 100% of the time versus smartphone where they can just download the extension and then they click the call now they’re calling. I agree with that. It’s just we are we are trying to do more smartphone only versus the call rail setup.
Alexandru Parge: 24:53
For sure for sure. And I think on that we see podio as a communication hub. Because we not only have the smartphone, we also have the main bit so basically we have closed the loop with all the communications with advertisements Of course, everything. But we also try to educate our customers to tell their to put their agents to follow up we’re using the dialer because most of the people when they are using the dialer, they are seeing the dialer, variable only for cold calling. But it’s very simple with the lights, latest updates from from smartphone and smart divert to simply choose a point of view when you’re configuring your smart dollar campaigns. And that could be today’s follow up lists. And an agent could very easily by not having to click click, click click click in the system to follow up with a larger number of leads in faster. And if they reply, they have the replacing employee on the on the lead card when they can either text back or do something and
Jordan Fleming: 26:03
it’s, it’s also much easier I find to create different buckets. You we we used to before the the the latest version of smart dialer, which we’ll be going through another iteration fairly fairly soon. Here’s a hot tip. But you we you know, one of the challenges we always had was moving from unqualified to qualified in a seamless way. And now with because you can just set up campaigns with views, it’s very easy to have the unqualified list campaigns going to the VA is them rattling through just tonnes of them. And then when they click qualified, it drops into a view that is you know, for your interior agents or your your better salespeople or your inside salespeople or whoever. And they have a very easy bucket that they can open up and go right? Well, bam, let’s start. And it’s very seamless. And they don’t have to think about it. And it moves just automatically because of that. And I think that’s a really important way of managing because I think, for me, cold leads and unqualified leads are the bane of every CRM I’ve ever come into contact with. Because so many times you get involved and you see people and they’ve got 9000 leads in the system. And you’re like, really? Do you really? Or do you have seven, you know, you got 9000 leads of bullshit and duplicates, and cold. And I think podio gives you a really great ability to segment data and segregated really far away. And then using workflow automation and the API or globey, flow, whatever, to push it back into the hot status where needed. How do you guys manage cold data in podio? And your systems just in curiosity?
Answer, yes, you can. So for us, like with cold data, we try to we do a little bit different. I think that mostly we try to avoid dumping, you know, sheets and sheets and sheets of data into podio. because like you said, You run you run into where you got, oh, you get 20,000 leads like oh, cool, you probably got like five people on that list, right? That are actual leads. So as we’ve integrated a lot with smart dialer, now we use, you know, the list, the list app, so to speak, where people upload that, but we do screen that when they upload it for you know, hey, this thing’s already in here, man, it’s actually in here seven times, probably, you know, surprise, get a better list. But you know, we’ll flag those things for them. But as the data goes through, like you’re saying, we have the buckets, you know, if especially if they’re using smart dialer, we try to make different categories that work for them hot lead, qualify, you know, cold follow up, warm follow up. And then it’s just an automatic podio view. And their VA is just an easy button, they just click it. And so now that that’s moving out from cold follow up to now it’s in the hot lead. So the high lead only goes to the acquisitions manager. So now instead of the acquisition manager going through 20,000 Records, he’s got 17, hot leads, so he can just click on that view, it’s going to run through those whoever he connects to that way he can get the deal going. And that, to me, that’s the better way to do it versus just having this massive list that everybody’s trying to dial or wearing a one click call, I mean, it just takes forever. So that’s how we use it to better help sort the code that
Alexandru Parge: 29:48
we have built our system to not put cold calling but for people that express the intent to discuss so every every item from the system, either a seller or a buyer lead have different tabs, there are a separate item there. And those would be considered leads that already opted into to be in a CRM. And that’s why the qualification process is very important. And we, we also give it as a standard with qualified, hot, warm and cold. And we there is also a KPI, how many leads are qualified each day because not only the creation, it’s important in regards to the cold calling, we always suggest to we suggest to our clients to have a brand new workspace only for that. And as Jordan said, once the agent gets a hold on one of those leads through on how we call it album stage or album, status option that you have had, when you finish a call that will transfer the call lead to the actual lead
Jordan Fleming: 31:03
sheet in the real system or
Alexandru Parge: 31:05
your brain works. And we’ll go further for further qualification appointment. And, and the contract.
Definitely makes sense.
Jordan Fleming: 31:15
Absolutely. That’s, I mean, if you’re going to be doing cold Li cold lists, you’ve got to keep it segregated. And then you’ve got to use automation to push it in when it actually needs to be there. And there’s some exciting things that are just about to start happening in smartphone Damian that’ll, that’ll help that will influence this process even more. So we’ll put you on the beta list for that. Question. And then, you know, one other thing I wanted to ask and, you know, with your guys systems and your guys client base, have has there been a lot of discussion or people up and on understanding the new changes that are happening in the US around texting and, and and you know, and calling and how that will influence? Do people understand that? Do they do they know this thing changes coming because we we can use this opportunity in the podcast to let people know, a synopsis of it.
So I don’t think everybody really has a full grasp. Especially with the most recent changes. I know you guys are still I don’t know if you’ve already implemented everything, but you know, I still get people asking me Hey, can we can we make a blast texting with smartphone? Like, no, we’re not gonna do that. You know, it’s one it’s in their terms and conditions. But, you know, to like, you just gotta, you gotta stay up to date with with the laws, especially here in the US like, it just seems like every every week, they’re coming out with someone, someone new got offended. So now we have to not offend these people anymore. And so it’s just getting very limited in what he can do even cold calling, I think is getting more restricted as well.
Jordan Fleming: 32:57
Florida has just released new robo call laws. So if you’re using any sort of automated tool to dial, they you have to have a demonstrated existing business relationship. Or it can be run afoul to that. So there are all sorts of interesting things there. I mean, just to just to summarise for people who may be listening to us and and you use text messaging a lot. The there is a big change happening to us. It’s called a tp 10 DLC. And it’s basically the carrier the the short version is the carrier’s assume text messaging was Damian texting me, Hey, you want to go for a beer? Like that’s what they see is texting. But of course, businesses started to use texting. And the carriers weren’t making enough money on it. And and so this change is not FCC regulation. It’s carrier based kind of changes. And it’s actually a very good change, because what’s happening, and this is literally the right now we’re recording this and it’s the 13th of July, this still isn’t finished, the carriers are still making changes to the structure right now. And they’re still not finished tweaking it. We anticipated being rolled out across everybody by sort of September because they keep pushing the death dates back they said March then April then may then June Yeah, you know, and, and at this point, the carrier is in Twilio saying just hold off for a bit while we figure it out. But the core of it is, and this affects both calling in terms of spam if your numbers are being marked as spam, and texting, and it basically comes down to you being able to register, which if you’re a smartphone customer, you’ll be able to do it via the platform. registered. This is me, this is my business. These are my authorised people. These are the phone numbers we use so that the carriers can go Oh, oh, this is a real person. This is a real business with a legitimate use. of why they’re texting. And, and it is a massive change, but it’s actually the good one, because it’s designed to stop the bad actors who are just slamming people with with with spam and, and, and, and kind of screwing it up for the rest of us. And that’s something that is happening right now. It’s nothing anybody has to worry about right now, in some ways, because the carriers haven’t finished it. But when it all comes in the wash, it’s going to mean that you’re more likely to have your numbers verified, and that you’re going to show up as a verified person and the carriers are going to know you’re verified. So they’re going to the deliverability will improve, and your spam score will be down. If the carriers can basically say we know who this is, and we know the number, they’re going to give you a number one, and that’s gonna go through without a hitch. So
sorry, is that is that gonna identify? So I know a lot of the concern I think, for for people doing the mass texting, right is, is this hitting those litigators? And so now with this, with this in, in change is that can identify like, Hey, this is this is Bob Buys Houses, you know, is that what’s going to come up on the caller ID now for these woods,
Jordan Fleming: 36:20
not necessarily that you don’t necessarily coming up with the caller ID. That’s a slightly different process. But the truth is, you’re still going to want to do that? Well, first of all, you’re still gonna want to abide by and still have to abide by the TCPA regulations about texting. So that’s like a consent rules, DNC list and all that, quite honestly, if you’re buying lists, you’re still going to want to scrub them for known litigators and all that, in order to avoid that, you’re absolutely gonna want to do that you’re going to be able to scrub them for DNC and no litigator in smartphone very soon, inside a smartphone. But what this is going to do is for those it’s going to be it’s going to let the carriers know that this is legitimate. This is a legitimate business making a call, so that they’re on the other end, I’m going to see your number pop up and not spam likely, if you’re calling me. Or it’s going to mean that your text message is going to go through immediately quickly. And and get delivered as opposed to being held back or charged more.
Alexandru Parge: 37:23
Yeah, and that that topic brings me to my previous answer in regards to the cold calling. And the reason that I’m suggesting for them to have a different workspace, and sometimes even a different smartphone account. And why I do that because outbound calling or outbound texting, it’s there are two different marketing channels compared to inbound marketing, like direct mail. And if you let’s say, as a company, you have 50 numbers from direct mail, and you’re doing outbound calling from the same account with two numbers and you get your entire account suspended as a spam, then you lose all the efforts and all the money that you have invested in the direct mail pieces that are out there. And also for ringless voicemails, we tell them to use dedicated service that does only that with our system, if they follow up with the leads. At least they have the opt in confirmation when the lead was created in podio. And what created that lead to make sense.
Jordan Fleming: 38:33
ringless voicemail is one that I’ve always shied away from I must admit I I think it is toeing the line of TCPA rules in a big fucking way. And yeah, and and I just I’ve never I’ve always pushed back from integrating that. I know some of our customers wanted it and we pushed back whenever we can to do it. I I just it scares the shit out of me from a TCPA point of view.
Alexandru Parge: 39:01
What questions you guys are your users still doing direct mail
are a lot of mine are still doing direct mail. You know, and I still think that I’m a direct mail fan myself. I personally like direct mail. But you know as as the you know, environments change here, especially in the US I think that a lot of people are going to go back to direct mail as the texting and cold calling gets a little bit harder to do especially in some of the more saturated markets.
Alexandru Parge: 39:41
Some of our clients don’t even go door knocking at all if someone calls in at the company and go there at the door. Yeah, that’s, that’s
Jordan Fleming: 39:53
we get that a lot for our solar panel companies. Our solar companies do a tremendous amount of door knocking because if they’re They’re meaning one, they’ll go to the five here and the five next to it. Yeah, and they’ll slip through postcards etc. But I’d say a lot of our customers have actually, I would say have increased, have have increasingly done more postcard work and mailing work with tracking numbers be you know, just because I think if you get a good postcard in a good area, the you know, the relative cost and concern, versus I think one of the problems is buying good lists. ain’t easy. I’ve seen so many people buy shit lists, and, and, and certainly I mean, our system, I’ve no doubt your systems. You know, the whole point of sometimes the the of your KPI tracking do you build into these systems is to let them see and say, Well, okay, we bought 50,000 leads, we converted for, like, you know, like, you know, this, whereas actually this type of lead is working really well, this lead sources working really well, let’s double down on that for a while. I’ve seen you know that I’ve seen it work pretty well.
Alexandru Parge: 41:07
That’s why the customers that not only the cost per lead is important, when you analyse a marketing effort, you need to see that cost compared with the profit generated with the return of investment because not was, let’s say, a higher price, they pay for a lead, they receive less leads, but more more quality was and the actual result is better than a traditional way of getting leads very cheap. And also, one client was saying that they are now considering to send even better postcards more more expensive, because it’s important for them to stand up that postcard. It’s important to stand out from the other direct mail pieces that everybody receives in the in the states nowadays. Yep.
Jordan Fleming: 41:54
Um, I just just to round off this conversation, because we’re coming to the end of our time together. Um, I just want to make sure I you know that we’ve talked a bit about the power of why podio makes a real estate, a good platform for real estate CRM. And one of the things we touched on the most was its customizable bill element, the fact that you can customise it. We got the three of us here, we each have our own, what we would classes off the shelf system, but all three of our systems can be completely customised to the customers wants. And that I think, right away that is right there. And then the reason you know why, you know, if you are in real estate, if you are a wholesaler, looking at one of the podio CRM, you got three examples on this podcast today. But you will be able to customise better, quicker and cheaper compared to like a Salesforce customization, right? Where when you’re, when you’re customising Salesforce, yes, you can, but or you’re customising another platform, it’s a lot bigger of a deal, where it was with podio, we can customise quite a bit. And for each of these systems, if you want to go take a look at them, you will I’ll put the links to them in the podcast, web page, as well as the description, take a look at them and know that not only are these out of the box, best practice CRM is based on experience of doing it over and over again over and seeing what works. But each of them can be configured and customised to how you work. And I think that’s the key right there. Right? Like that is that is the fundamentals why podio kicks ass as a core CRM. But also why going into an environment like either the II solutions one or the AI revolution or assign force, or quite honestly, some of the other people who have CRMs out there in podio, you’re going to go into an ecosystem, but eight, you’re going to be able to make it fit you. And that is something that no other system out there can do in my opinion.
Right? I agree with that. Because I mean, that’s, that’s it 100% because I’m sure you guys are both experienced that like our you know, each of our systems is fantastic. Out of the box, it’s great to use and can you can work a deal all the way through right out of the box. But you know, Bob Buys Houses by do something different than Harry Buys Houses. So they want you know, different different things in their system. So all three of us are able to provide that to the to the end user, which I think is fantastic.
Alexandru Parge: 44:39
And when you also talk about the the ability to customise it, it’s a never ending market. And this is very high now. of changes and podio is good to have in this time.
Jordan Fleming: 44:56
As Well listen, guys, I want to thank you guys for giving us your time today. I figured I think it’s a good chance and a good opportunity to sort of set a baseline of why podio is so good for real estate, CRM, and to have the two of you join me where you have very successful podio CRM is already. It gives everybody a chance to look at them. I will post the links and any signup codes that you guys give me on to the podcast. If you listen to this, please do check them all out the three systems, they’re all fantastic. They all work fantastically. And they all provide great support. So I really do encourage it. And of course, you’ve got links to smart sign up for smartphone and check that out as well because you’re using podio you got to use smartphone. Right? That’s the fucking law. So thank you guys so much. Please do like share, give us a review. Take a look at both Alex and Damian sight and my own as well as smartphone and have a great week.
Thanks, Jordan. Thanks.
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