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I will podio crm setup reireply resimpli batchleads launch control gohighlevel
CRM INTEGRATION EXP
Connect Notion and Xero to streamline your financial management! I build custom integrations via Zapier, Make, and native webhooks to sync invoices, track client payments in your Notion databases, and...
About this Gig
PODIO CRM SETUP REIREPLY RESIMPLI BATCHLEADS LAUNCH CONTROL GOHIGHLEVEL
Running your real estate investing business from spreadsheets, sticky notes and logins that don't match?
I set up your investor CRM and the tools around it, so every seller lead, follow-up and deal is tracked in one system.
What you get:
- Podio, REsimpli or REIReply workspace with deal stages and fields
- Seller lead pipeline from new lead to under contract
- BatchLeads lists organized and imported into your CRM
- Launch Control or GoHighLevel texting with opt-out and A2P 10DLC
- Follow-up tasks, team roles and a recorded walkthrough
1-hour response | Every setup tested before delivery
Platforms I work with:
Podio REIReply REsimpli BatchLeads Launch Control GoHighLevel PropStream DealMachine InvestorFuse Left Main REI BlackBook FreedomSoft Smarter Contact InvestorLift Carrot CallTools RingCentral Twilio Google Sheets Airtable DocuSign Slack Zapier Make BatchDialer Mojo Dialer ReadyMode OpenPhone Aircall PandaDoc Dotloop Privy REIkit InvestorBase Deal Sauce Click2Mail Calendly
Message me before ordering. Tell me which tools you use and how you find deals. I'll confirm scope within the hour.
Software:
Podio
FAQ
Which investor CRMs do you set up?
Yes. Podio workspaces and apps, REsimpli or REIReply accounts, and GoHighLevel pipelines set up with seller lead stages, property and deal fields, tags, tasks and views for acquisitions and dispositions.
Can you organize and import my lead lists?
Yes. BatchLeads, PropStream and DealMachine lists organized, cleaned of duplicates and imported into Podio, REsimpli, REIReply or GoHighLevel, with list source tags so you can track which lists work.
Can you set up texting?
Yes. Launch Control, Smarter Contact or GoHighLevel texting set up with A2P 10DLC registration, opt-out handling and reply routing. You run your own campaigns and stay responsible for texting laws.
Can my other tools connect to the CRM?
Yes. Podio and GoHighLevel connected with Zapier or Make, RingCentral, CallTools or Twilio calls logged, and Carrot website leads, DocuSign contracts and Slack alerts tied to each deal.
Who is this for?
Yes. Wholesalers, flippers, landlords and investor teams. Users and roles for acquisitions, dispositions, VAs and cold callers, plus a recorded walkthrough so your team uses the system the same way.
