what CRM do you use?
What is a CRM that has been proven to work well with wholesalers? Any advice would be greatly appreciated !
Aloha Marcos, we use FollowUpBoss, however, it depends on how you want to structure the CRM. Please DM me and I will help guide you on what works best. Mahalo! Joel
#1 Wholesaling Contributor
- Wholesaler
- Tampa, FL
We currently use Podio, but we hired a developer to customize it further, tailoring it more closely to our systems and processes.
If you are just starting out, you could use the basic Podio template and continue customizing it over time.
#2 Wholesaling Contributor
- Lender
- Winter Park, FL
Zoho is a good option if you have the time to customize it.
We initially started with Podio, but found ourselves constantly needing to hire a developer for new adjustments. Next, we tried RESimply, which was robust but not very user-friendly, especially in terms of automation. It simplifies the CRM into categories for buyers and sellers, though its app is somewhat lacking. Eventually, we switched to Follow Up Boss. Although it's expensive, it effectively keeps us top of mind with our sellers and buyers, providing features like email open rate tracking and call recording. My advice is to choose a CRM that does the job effectively until you're ready to upgrade. The key factor is the follow-up capabilities, so pick one that excels in that area.
Quote from @Joel Bongco:
Aloha Marcos, we use FollowUpBoss, however, it depends on how you want to structure the CRM. Please DM me and I will help guide you on what works best. Mahalo! Joel
Hey Joel!
Thank you for your comment, I'll definitely check out FollowUpBoss!
Quote from @Freddy Alban:
We initially started with Podio, but found ourselves constantly needing to hire a developer for new adjustments. Next, we tried RESimply, which was robust but not very user-friendly, especially in terms of automation. It simplifies the CRM into categories for buyers and sellers, though its app is somewhat lacking. Eventually, we switched to Follow Up Boss. Although it's expensive, it effectively keeps us top of mind with our sellers and buyers, providing features like email open rate tracking and call recording. My advice is to choose a CRM that does the job effectively until you're ready to upgrade. The key factor is the follow-up capabilities, so pick one that excels in that area.
Hey Freddy,
You're the second person to bring up FollowUpBoss, thank you so much for your comment!
@Marcos Altamirano Toriz - in todays corporate IT world, the game is leveraging "out of the box" application functionality by "configuration" versus "customization". The more you customize the software, the harder it is to maintain and you end up with vendor lock which in simple terms you are at the mercy of your developer(s) as they are creating custom code that is difficult to maintain without them. It gets expensive fast. As a result, FollowupBoss works great out of the box for most DIY'ers. As you know, the fortune is in the followup. I can walk you through my configuration if you are interested. Mahalo! Joel