Flip Tip Summary
Did you jump into real estate investing to leave that J-O-B behind, only to find yourself enslaved in running your own business? Automation is the key, and Joe McCall, host of the popular Real Estate Investing Mastery podcast, shares with us how to use a CRM and systems to set you and your real estate investing business free. Don’t miss this great FlipNerd.com VIP Flip Tip!
Flip Tip Transcript:
Mike Hambright: Hey, it’s Mike Hambright from FlipNerd.com, and we have a quick FlipTip to share with you from Joe McCall who’s going to share a tip on the number one tool you can use to manage your business virtually.
Joe McCall: All right, Mike. Real simple, you need a CRM. Now, I’m not talking about any CRM because there’s a lot of really good CRMs out there. There’s a lot of them out there that give you a business in a box, but the problem is it’s a box that give you, and you can only work inside those parameters of that box. You need a good CRM that is very easy to customize, that you can track whatever you want and manage your entire business. Not just leads that are coming in, but manage your entire business.
I’m a huge fan of this tool called Podio, P-O-D-I-O, Podio.com. I know you’ve been using that for a while now, but it’s free. It’s an amazing system because it allows you to work the way you want to work. i use it to track my administrative stuff, payroll. I use it to keep track of all our documents and procedures. I use it to keep track of our leads that come in. I have bird dog systems in there. I have property management and rehab deals and even notes.
Anything that I want to track, my wholesaling deals, my lease option deals, I create simple Podio systems for that. It’s an entire workflow process. I love it. I’ve been using it now for about six to eight months. I’ve been introducing a lot of my friends to it. It’s an amazing tool and it’s not just a CRM that it does which is more for sales and for leads. It’s a tool you can use to manage your entire business from beginning to end. Very flexible, very easy to use. I love it.
Narrator: Thank you for joining us for another FlipNerd VIP tip.
We’d like to thank our sponsors, RealtyMogul.com and National Real Estate Insurance Group.
To access the most robust social platform in existence for real estate investors, where you can find off-market wholesale deals, find great vendors to help you in your business, and learn and socialize with other real estate investors, please visit the all-new FlipNerd.com. If you’re not yet a member, you can set up a free account in less than a minute.
Mike: Please note the views and opinions expressed by the individuals in this program do not necessarily reflect those of FlipNerd.com or any of its partners, advertisers or affiliates. Please consult professionals before making any investment or tax decisions, as real estate investing can be risky.
Joe McCall: All right, Mike. Real simple, you need a CRM. Now, I’m not talking about any CRM because there’s a lot of really good CRMs out there. There’s a lot of them out there that give you a business in a box, but the problem is it’s a box that give you, and you can only work inside those parameters of that box. You need a good CRM that is very easy to customize, that you can track whatever you want and manage your entire business. Not just leads that are coming in, but manage your entire business.
I’m a huge fan of this tool called Podio, P-O-D-I-O, Podio.com. I know you’ve been using that for a while now, but it’s free. It’s an amazing system because it allows you to work the way you want to work. i use it to track my administrative stuff, payroll. I use it to keep track of all our documents and procedures. I use it to keep track of our leads that come in. I have bird dog systems in there. I have property management and rehab deals and even notes.
Anything that I want to track, my wholesaling deals, my lease option deals, I create simple Podio systems for that. It’s an entire workflow process. I love it. I’ve been using it now for about six to eight months. I’ve been introducing a lot of my friends to it. It’s an amazing tool and it’s not just a CRM that it does which is more for sales and for leads. It’s a tool you can use to manage your entire business from beginning to end. Very flexible, very easy to use. I love it.
Narrator: Thank you for joining us for another FlipNerd VIP tip.
We’d like to thank our sponsors, RealtyMogul.com and National Real Estate Insurance Group.
To access the most robust social platform in existence for real estate investors, where you can find off-market wholesale deals, find great vendors to help you in your business, and learn and socialize with other real estate investors, please visit the all-new FlipNerd.com. If you’re not yet a member, you can set up a free account in less than a minute.
Mike: Please note the views and opinions expressed by the individuals in this program do not necessarily reflect those of FlipNerd.com or any of its partners, advertisers or affiliates. Please consult professionals before making any investment or tax decisions, as real estate investing can be risky.
