August 4, 2021 • 46 mins
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.
Show Links:
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/
Try out smrtPhone for free for 30 Days - http://bit.ly/smrtPhone-supercharged
Want to be on the show? Register Now - https://www.wearegamechangers.com/en/podcast/
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Narrator (00:00):
Welcome to powered by podio automation is everything.
supercharge your business withpodio. Get ready for another
episode of supercharged withJordan Samuel Fleming, your
weekly dive into the awesomeimpact workflow and automation
you can have on your businesswhen it's powered by podio. Join
(00:22):
us each week as we learn fromthe top podio partners in the
world as we investigate systemintegrations and add ons and
hear from real business ownerswho have implemented podio into
their business. Now, join yourhost Jordan Samuel Fleming, CEO
of game changers for this week'sepisode.
Jordan Fleming (00:45):
Hey, everybody, welcome to this week's episode
of supercharged I'm your host,Jordan, Samuel Fleming here to
talk all about the power ofworkflow and automation, when
your business is powered bypodio. Now, this is a great
episode, one that I'm excitedabout because we dive into why
podio makes such a great andpowerful real estate, CRM. For
(01:08):
those of you who are in thatspace. podio has really been a
powerhouse for many years forreal estate. And I'm joined in
this really special groupepisode by Damian, who has the
Rei solutions company and has asystem a podio. Real Estate CRM
called deal Pro, and I'm joinedby Alexander parche, who is also
(01:31):
my business partner insmartphone. But he has Rei
volution, which is anotheramazing podio based real estate
CRM and of course myself, I'vemy company game changes has
assigned force, which is a podiobased real estate CRM. Well, why
is podio so good for realestate? This is what this
(01:52):
episode is all about. We don'tget to nuts and bolts into, you
know, our respective systems.
But we talk a bit about, youknow, the power of podio in real
estate, why is it so good? Whyis the flexibility and price
such a great sweet spot, we dotalk about some common threads
that we've found amongst thedifferent real estate, business
models, and how podio and oursystems have addressed them some
(02:16):
of the key challenges that we'reable to address within podio,
some of the key features of thesystems that really make these
CRM systems fly. And it's just agreat opportunity to kind of
step back a little and talkabout podio, and the real estate
community, and why it's stillsuch a phenomenal tool. I mean,
(02:38):
there's lots of tools out there.
There's lots of systems outthere, but podio. And real
estate still has a very, very,very strong connection, because
you simply can't beat thecustomization, the workflow
automation and the price. Andthat's all there is to it. And I
was really grateful to bothDamien and Alex, for joining me
(03:00):
in this so we could, you know,geek out a bit talk a bit about
the ecosystem and the why, youknow, we see our clients get
success in their businesses,because of the power that podio
can bring to them. So if you'rein real estate, this is a great
opportunity for the listen tothree people who own their own
(03:22):
podio based CRM for real estate,and talking a bit about the
challenges, the opportunitiesand the amazing things that
these different systems canbring you as a real estate
investor. Let's dive right inright now with myself, Alex and
Damian. So I will crack on I amjoined today by two of my
(03:43):
favourite people in the podioReal Estate ecosystem. We've got
Alex from Rei evolution, he'salso my partner in smartphone.
And Damian from Rei solutions,also a smartphone partner as
well. Alex, why don't you justkick off give a very brief
introduction so people know whoyou are.
Alexandru Parge (04:04):
So Hi, everyone. I represent swift
bought a Romanian softwarecompany. We have along the way,
we have built several solutionsextensions for podio users
because we fell in love withpodio around 2015. And along the
(04:24):
way, we have built thesmartphone we have built a
dashboard platform, an emailintegration and out of the box.
Real Estate CRM focused for forinvestors. Absolutely. And
Damian, you're you're bothreturning champions. So they
mean remind people who you areand your products, please.
Damien (04:46):
Yeah, make sure and so my name is Damian, I'm the owner
and founder of Rei solutions andwe we offer a product called
deal Pro, which is just an outof the box all inclusive
wholesaling. Real Estate packagethat's based in podio. And we
try to expand on that, you know,every month, we're trying to
(05:08):
come up with something new forit or updates for it. So it's
always changing. But, you know,it's something that we love
doing with podio. And it's justso easy to expand upon, and we
use, you know, smartphone a lot,we've got a lot of people
switching over smartphones fromcall rail. So it's definitely a
great system to use. Absolutely.
Well,
Jordan Fleming (05:28):
we're gonna, I mean, as everyone should know,
by now, this is my podcast, notonly obviously, in my co
founder, smartphone, but mycompany, we are game changers,
of which I'm no longer CEO, asof last week. Yeah, Andrew
Cranston is taken over as CEOinstead of CTO, he's now CEO.
(05:48):
But I am still sort of Chairmanin that sense. And we not only
do a tremendous amount of custompodio development for real
estate, but we also have awholesale sales system called
assign force that we implementfor clients as well. And why I
wanted the three of us to get ona podcast today is really to
talk. A lot of times I get realestate investors on they talk
(06:08):
about, you know, how they usethings, and they talk about, you
know, their their background andhow they get into it, and how
what they do in podio, I reallywanted to focus on the the
reasons why podio makes such agood and compelling platform for
real estate. CRM is because andthe three of us are on because,
(06:29):
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 justa phenomenal system for real
estate, wholesaling for, youknow, property management for
rehabbing all those sorts ofthings. And to me, it comes down
to the flexibility that you canbring into it and that ability
(06:53):
to customise it, but I reallywant to hear from, from you,
too. So can I ask both of you tomaybe talk a bit about sort of
what are the key things that youfeel podio brings to the real
estate, CRM market, and maybe acouple things that your systems
do that you really think, youknow, help you, you know, help
(07:13):
your clients out? Damian, let mestart with you.
Damien (07:18):
So, overall, podio, I think is phenomenal platform as
a base for any any CRM, youknow, whether it be real estate
or Hotel Management, you know,but in this case, for what we're
doing with real estate, andspecifically wholesaling, it's
great because everybody hasdifferent ways that they get
(07:38):
leads and they prospect forleads and, and, you know, with a
traditional CRM, you can'treally integrate a lot of those
things, or do the follow onafter you get a lead from those
sources. Because either, youknow, the lead sources and
talking to the CRM or the CRM ison top of the lead source. But
with podio, we have the abilityto a lot of times due to a
(07:59):
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 workflowautomations, formerly known as
globey flow. And with that,we're able to do a lot of custom
coding and things to make, makethe system do what the user
(08:20):
wants it to do. Whereas an outof the box, you know, off brand
was only going to do what thatsystem is designed to do, which
could be great, but you know,everybody runs their business
differently. And everybody wantssomething different. And I
experienced that every day, evenwith just our deal pro system,
like out of the box. It'sphenomenal. But we have yet to
(08:41):
have a subscriber just use it asit comes, like everybody wants a
little something different,whether it's Eve some small,
like changing the name of afield to something else, or they
want to have a couple differentfunctionalities added. Everybody
wants something different. Andwe're able to do that with
podio. Because it's easy to, youknow, configure to what they
want to do for the most part.
Jordan Fleming (09:03):
I say Alex?
Alexandru Parge (09:04):
Yeah, for sure.
I agree 100% with what Damiensaid. And if there is anything
to be added to that is that youmentioned, like, you know,
Project podio was created as aproject management platform. And
we the partners had gave it theCRM functionalities. And it's
great, it's great because youcan have that as an out of the
(09:27):
box solution with our systems.
And one thing that I'm reallyproud of is that in our
evolution is only the system.
You have the fields configuredand the functionalities. But on
top of that, you have also thedashboards because we can pull
out and use a template rightreports that can help them
(09:49):
improve their activity andreally see to analyse the
performance of their team. havetheir marketing of the
operational teams, everybody inthe 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. Anothercompelling thing, I think of
what makes podio a great sort offundamental for the real estate
CRM that we've all built, issimply the strength of his API,
and the fact that you can getthe all the data you want out in
(10:29):
almost any, like, in almost anyway, if that makes it, you know,
I mean, there's, there's,there's so much restrictions to,
to other systems where it'slike, yeah, you can get some of
the data out, or you can getsome 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 thatmakes podio such a good
(10:52):
foundation for the real estate,CRM element is just the fact
that every bit of data, you canget out. And you can then spin
around and do whatever you want.
Whether that is usingdashboards, like Alex was
talking about where, where youcan get the data out and
dashboard it and visualise it,which I'm sure we all do as
well, you know, we are indifferent ways, or whether it
(11:14):
is, you know, providing youknow, externalising data for
outside people like we'vecertainly for assigned for us,
we built a cash buyer portalthat sits on top of it, where
you can just simply click on oneof your buyers and say, you
know, add to portal, they get anemail giving them you know,
(11:34):
telling them to login when settheir password, and then they
get to log in and see a map ofall the properties you've got
available for you click on it,get the details, submit an offer
straight into podio. You can goback and forth between the
portal and podio. And they getan amazing user interface. And
you get all the data. And Ithink there aren't many you
(11:56):
know, it the reason that worksso well is because the data in
podio is just so easy tomanipulate. You know what I
mean? And I think that'simportant.
Damien (12:08):
Yeah, definitely, definitely agree with that API
is has proven invaluable forsome of the, you know, just as
some of the things that we'redoing in our system, as well as,
like, there would be no otherway to, to make some of these
things happen. You know, withany other platform, because you
have to be able to manipulatethe data. And while workflow
(12:29):
automations is great, you know,it does have some limitations as
far as what it can do with PHPfunctions. So, so the API kind
of bridges that gap and allowsyou to take it to your own
server and use, you know, actualscripting, and even doing stuff
with proc foo and other greataccents that we like to use,
(12:49):
allow some more versatility inapplications.
Jordan Fleming (12:54):
Absolutely. Now, going I mean, given that we all
got, you know, we've all gotkind of wholesale CRMs
wholesaling is has been ourfocus for, I would say, 95% of
our real estate customers, we'vegot some who do other bits and
rehabbing and all of us, butwholesaling for us has always
(13:17):
been by far the biggest businessmodel that we've dealt with in
the real estate industry. And Ithink there's there's a pretty
well defined track record ofpodio in wholesaling in terms of
your own systems. And I'll alsotalk about ours a little as well
afterwards. But what are some ofthe kind of what what do you see
(13:38):
as some of the core challengesthat wholesaling wholesalers
have, and how your systems kindof address them? Because I think
we probably are similar, butwe'll all have cool little bits.
So Alex, what do you think youwant to start off? Yeah, so
Alexandru Parge (13:59):
I will talk about the contract generation
and handling the contractsbecause everybody likes to make
big numbers to close, moredeals, more deals. But every new
deal will bring some operationbeats on the on the process with
our system. The agent that istalking with the person that is
(14:23):
selling the house has theability of just filling in pre
defined variables to use thesystem and to actually send it
via email or send it the rightsignature or DocuSign to the
seller to be signed. Once it issigned. The signed contract gets
(14:48):
back to podio. Everybody hasaccess to it and the file is
moved over to the operations.
For us. We don't use it only forwholesale because we have a
purchase type and maybe someThey will purchase a property to
wholesale, but maybe they wouldlike to keep it as a rent, maybe
they would like to hold a baby,they would like to make
innovation, a short sale, Idon't know, they can simply
(15:10):
configure that when they buy theproduct or afterwards. And
depending on the type of theproperty, the type of how they
buy it, they can have differentstandard operating procedures
with different sets of tasksthat are assigned automatically
to the operation team and to thepeople that are responsible. So
(15:31):
everybody knows exactly whatthey have to do. And you can
even measure the number of daysit takes you to purchase a
property, for instance, becausealways when you're going to
short sale to buy a short saleproperty, it will take longer
than the whole sale or aproperty that doesn't have
issues in the title orsomething.
Jordan Fleming (15:54):
Absolutely. And I like so. And that's another
powerful bit of, of basing andpodio is that flexibility of
having those different standardoperating procedures, you know,
customizable by the Custcustomers where so many other
systems, they'll sort of, youknow, here's how you set up the
one thing, and you can't reallydifferentiate, and not many
(16:16):
people fit into those littleboxes easily. And it's the boxes
that start to make you chase.
And it's the boxes that start tomake you feel like the system is
not working for you. It'sworking against you. And I think
that's a good illustration.
Alex, Damian, what do you think?
Damien (16:31):
Yeah, Alex, I agree with that, like 100%. And in our own
system, we use DocuSign, we havegotten away from right
signature, just because it's notas great of an interface is, you
know, not not something that we,we want to continue to deal
with. But you know, that's awhole nother whole nother thing.
But another podcast. Yes, thetroubles arise against you. But
(16:54):
so we do use DocuSign. And, youknow, we do that with the API.
And so it offers a lot moreflexibility in the contracts,
because we're able to generate,you know, if the user comes in,
and they've got five differentcontracts, it doesn't matter, we
can implement all of them veryeasily. And they're able to, you
know, edit them right there inpodio. You know, a lot of times
(17:17):
one of the big issues wassending a contract, and the
seller says, Well, I want moreearnest money, or I don't like
these terms that you put inthere. So then was writing and
you have to go back and generatea whole new contract. Whereas
with DocuSign, and ourintegration, you just edit it
right there. And it's editedlive for the person. So that
part is cool. But I think one ofthe big struggles that I've seen
(17:39):
for investors as a whole, notjust wholesalers, but his follow
up. And, and that's where allthe 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 inthe game knows that, but we kind
of try to help them stay on topof those files with our
(18:01):
automated drip campaigns thatcan go anywhere from one day to
year and a half, you know, itdoesn't, there's no length of
time,
Jordan Fleming (18:09):
there's no really hard stop,
Damien (18:11):
there's no hard stop, right, it can just keep going.
which is which is fantastic. Youknow, for things like the
probate leads, you know, or, orshort sale leads, where it's
like, it's gonna be a whilebefore that thing turns into
something. So the user is ableto make their own custom
templates, they can set up asmany as they want, there's
(18:32):
really no limitation there. Andthen, you know, it's just a
click of a button start, andthen they'll get the emails
texts, or VMs, we also have anassigned task to the user, you
know, like a split about threeweeks, if I call this guy back,
whatever task it is that youwant to assign to the lead
manager. So that's that's how wetry to help them stay in front
(18:52):
of the leads and manage thatpart.
Alexandru Parge (18:56):
I'll go the we have someone that has three
years of drips configured now.
Damien (19:02):
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 ofthe other things that we've
noticed is that you know, we gowe got, we saw a lot of people
just blasting the buyers withoutreally thinking about it and I
and my, with my marketing hat onmy marketing backgrounds. I
(19:30):
never like spray and pray. Ilike targets. So I, you know,
anytime you just take an Uzi andtry and hit everybody, you the
chances are, you're not going toyou know, you're gonna have a
lot of collateral or a lot ofwaste. And so what are the
things that that we do in oursystem that podio lends itself
to because you can set it updifferently, is we we have a we
(19:50):
have a very effective buyermatching tool, that where you
know, you for every lead thatyou're working and every
property you're dealing with Youcan set up using relationship
fields you can set up like,these are the different criteria
this property meets, it's asingle family home. And it's,
you know, here's the price rangeand it's in, you know, with
(20:12):
these amenities or, or theselocal beds. And for the buyer
profiles we've got in podio, youcan set well what type of homes
you like, and what areas do youlike, and well, those and then
simply when you're looking atwho am I best buyers, you click
match me some buyers and it goesthrough all the buyer lists you
have and gives you yourshortlist of the people who hit
the best criterias and where youcan then market to them and that
(20:37):
it's a small thing. But again,trying to build a system, which
will let them be more targetedin their approach, not just from
a follow up point of view, butalso on a selling point of view.
And and, you know, podio givesthem that gives the ability to
customise that process in analmost unlimited amount of way.
(20:59):
Stop. Okay, I'm sorry, I'm justgonna interrupt this amazing
podcast for a couple of seconds.
I know if you are a regularlistener, you have heard me talk
about the game changerssupercharged masterclass series,
and I've already had a number ofpeople give their details in
with the form and contact mesaying when can we get involved?
Well, life has happened, movinghouse lots of things going on.
(21:22):
And although I promised to getup the first modules in June, it
is going to be the end of Julynow July 2021. But I am super
excited about it. Thisabsolutely free masterclass
series is going to go through abunch of great modules, the
fundamentals of podio, thefundamentals of great podio
design, great ways of usingglobey flow and extending podio.
(21:45):
It is distillation of years andyears of my team, myself
included, of designing podio.
It's our attempt at bringingtogether some best in class
principles of podio design. It'sreally an exciting proposition.
I can't wait to launch it, it iscoming soon. Go over to
(22:09):
www.wearegamechangers.com. Go tothe master class sending your
details we'll let you know assoon as the first modules were
up, I guarantee the firstmodules are going up and to July
2021. Now, back to this awesomepodcast.
And I think that's a reallycool, you know, that's a, it's a
really cool example of why thatpodio ecosystem has helped out
(22:30):
for that. Now, I do, I would beremiss, given that we're the
three of us are here,communications, and obviously
another massive one. And ofcourse, I got my smartphone hat
on right now, which never comesoff. But, you know,
communication is a massive one.
And to me I would say that oneof the things that smartphone is
(22:53):
really done. And this is me withmy game changers hat on not so
much my smartphone add on, butis 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 thecolour as a bad platform. I have
no problem with call rail, it'sgood platform. But it was never
very because you're essentiallydropping calls into an app. And
(23:16):
then you know, your your theability to have duplication and
the ability to have problems ofconnection was always was always
pretty high. I know I've foundcertainly as we over the last
couple years have onlyintegrated smartphone to our
real estate customers. We'vebeen finding that the whole
(23:37):
communication integrationbetween dialling texting, sales,
dialling, transact all of thathas massively smoothed out in a
big way. And I think that's ahuge part of the real estate
infrastructure that works reallywell for podio and particularly
podio with smartphone.
Damien (23:56):
agree with that, because you know, we still do call rail
not nearly as much now we dopush smartphone. Just because
it's so much easier. I mean, weuse it ourselves to it's just
for for our overseas friends,you know, it's like, they could
just click it whereas with withcall rail even though Yes, you
can use mega push to call buttonand call from podio it's still
(24:20):
gotta call somebody's cellphone, then they got to press
one and then get Connect so likeif for our wholesalers that are
using their VA in thePhilippines and stuff that
doesn't work because there's noway there's no push to call I
mean occasionally you canconnected with Google Voice but
the the chances of it working100% of the time versus
smartphone where they can justdownload the extension and then
(24:42):
they click the call now they'recalling. I agree with that. It's
just we are we are trying to domore 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 thesmartphone, we also have the
main bit so basically we haveclosed the loop with all the
communications withadvertisements Of course,
everything. But we also try toeducate our customers to tell
their to put their agents tofollow up we're using the dialer
(25:20):
because most of the people whenthey are using the dialer, they
are seeing the dialer, variableonly for cold calling. But it's
very simple with the lights,latest updates from from
smartphone and smart divert tosimply choose a point of view
when you're configuring yoursmart dollar campaigns. And that
could be today's follow uplists. And an agent could very
(25:41):
easily by not having to clickclick, click click click in the
system to follow up with alarger number of leads in
faster. And if they reply, theyhave the replacing employee on
the on the lead card when theycan 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 weused to before the the the
latest version of smart dialer,which we'll be going through
another iteration fairly fairlysoon. Here's a hot tip. But you
we you know, one of thechallenges we always had was
(26:25):
moving from unqualified toqualified in a seamless way. And
now with because you can justset up campaigns with views,
it's very easy to have theunqualified list campaigns going
to the VA is them rattlingthrough just tonnes of them. And
then when they click qualified,it drops into a view that is you
(26:48):
know, for your interior agentsor your your better salespeople
or your inside salespeople orwhoever. And they have a very
easy bucket that they can openup and go right? Well, bam,
let's start. And it's veryseamless. And they don't have to
think about it. And it movesjust automatically because of
that. And I think that's areally important way of managing
(27:11):
because I think, for me, coldleads and unqualified leads are
the bane of every CRM I've evercome into contact with. Because
so many times you get involvedand you see people and they've
got 9000 leads in the system.
And you're like, really? Do youreally? Or do you have seven,
you know, you got 9000 leads ofbullshit and duplicates, and
(27:34):
cold. And I think podio givesyou a really great ability to
segment data and segregatedreally far away. And then using
workflow automation and the APIor globey, flow, whatever, to
push it back into the hot statuswhere needed. How do you guys
(27:54):
manage cold data in podio? Andyour systems just in curiosity?
Damien (28:02):
Answer, yes, you can. So for us, like with cold data, we
try to we do a little bitdifferent. I think that mostly
we try to avoid dumping, youknow, sheets and sheets and
sheets of data into podio.
because like you said, You runyou run into where you got, oh,
you get 20,000 leads like oh,cool, you probably got like five
people on that list, right? Thatare actual leads. So as we've
(28:23):
integrated a lot with smartdialer, now we use, you know,
the list, the list app, so tospeak, where people upload that,
but we do screen that when theyupload 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 thosethings for them. But as the data
(28:46):
goes through, like you'resaying, we have the buckets, you
know, if especially if they'reusing smart dialer, we try to
make different categories thatwork for them hot lead, qualify,
you know, cold follow up, warmfollow up. And then it's just an
automatic podio view. And theirVA is just an easy button, they
just click it. And so now thatthat's moving out from cold
(29:08):
follow up to now it's in the hotlead. So the high lead only goes
to the acquisitions manager. Sonow instead of the acquisition
manager going through 20,000Records, he's got 17, hot leads,
so he can just click on thatview, it's going to run through
those whoever he connects tothat way he can get the deal
going. And that, to me, that'sthe better way to do it versus
(29:29):
just having this massive listthat everybody's trying to dial
or wearing a one click call, Imean, it just takes forever. So
that's how we use it to betterhelp sort the code that
Alexandru Parge (29:48):
we have built our system to not put cold
calling but for people thatexpress the intent to discuss so
every every item from thesystem, either a seller or a
buyer lead have different tabs,there are a separate item there.
And those would be consideredleads that already opted into to
(30:08):
be in a CRM. And that's why thequalification process is very
important. And we, we also giveit as a standard with qualified,
hot, warm and cold. And we thereis also a KPI, how many leads
are qualified each day becausenot only the creation, it's
(30:30):
important in regards to the coldcalling, we always suggest to we
suggest to our clients to have abrand new workspace only for
that. And as Jordan said, oncethe agent gets a hold on one of
those leads through on how wecall it album stage or album,
(30:52):
status option that you have had,when you finish a call that will
transfer the call lead to theactual 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 qualificationappointment. And, and the
contract.
Damien (31:14):
Definitely makes sense.
Jordan Fleming (31:15):
Absolutely.
That's, I mean, if you're goingto be doing cold Li cold lists,
you've got to keep itsegregated. And then you've got
to use automation to push it inwhen it actually needs to be
there. And there's some excitingthings that are just about to
start happening in smartphoneDamian that'll, that'll help
that will influence this processeven more. So we'll put you on
(31:35):
the beta list for that.
Question. And then, you know,one other thing I wanted to ask
and, you know, with your guyssystems and your guys client
base, have has there been a lotof discussion or people up and
on understanding the new changesthat are happening in the US
(31:58):
around texting and, and and youknow, and calling and how that
will influence? Do peopleunderstand that? Do they do they
know this thing changes comingbecause we we can use this
opportunity in the podcast tolet people know, a synopsis of
it.
Damien (32:13):
So I don't think everybody really has a full
grasp. Especially with the mostrecent changes. I know you guys
are still I don't know if you'vealready implemented everything,
but you know, I still get peopleasking me Hey, can we can we
make a blast texting withsmartphone? Like, no, we're not
gonna do that. You know, it'sone it's in their terms and
(32:34):
conditions. But, you know, tolike, you just gotta, you gotta
stay up to date with with thelaws, especially here in the US
like, it just seems like everyevery week, they're coming out
with someone, someone new gotoffended. So now we have to not
offend these people anymore. Andso it's just getting very
limited in what he can do evencold calling, I think is getting
(32:55):
more restricted as well.
Jordan Fleming (32:57):
Florida has just released new robo call laws. So
if you're using any sort ofautomated tool to dial, they you
have to have a demonstratedexisting business relationship.
Or it can be run afoul to that.
So there are all sorts ofinteresting things there. I
mean, just to just to summarisefor people who may be listening
(33:18):
to us and and you use textmessaging a lot. The there is a
big change happening to us. It'scalled a tp 10 DLC. And it's
basically the carrier the theshort version is the carrier's
assume text messaging was Damiantexting me, Hey, you want to go
(33:39):
for a beer? Like that's whatthey see is texting. But of
course, businesses started touse texting. And the carriers
weren't making enough money onit. And and so this change is
not FCC regulation. It's carrierbased kind of changes. And it's
actually a very good change,because what's happening, and
(33:59):
this is literally the right nowwe're recording this and it's
the 13th of July, this stillisn't finished, the carriers are
still making changes to thestructure right now. And they're
still not finished tweaking it.
We anticipated being rolled outacross everybody by sort of
(34:20):
September because they keeppushing the death dates back
they said March then April thenmay then June Yeah, you know,
and, and at this point, thecarrier is in Twilio saying just
hold off for a bit while wefigure it out. But the core of
it is, and this affects bothcalling in terms of spam if your
numbers are being marked asspam, and texting, and it
(34:40):
basically comes down to youbeing able to register, which if
you're a smartphone customer,you'll be able to do it via the
platform. registered. This isme, this is my business. These
are my authorised people. Theseare 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 legitimateuse. of why they're texting.
(35:02):
And, and it is a massive change,but it's actually the good one,
because it's designed to stopthe bad actors who are just
slamming people with with withspam and, and, and, and kind of
screwing it up for the rest ofus. And that's something that is
happening right now. It'snothing anybody has to worry
(35:24):
about right now, in some ways,because the carriers haven't
finished it. But when it allcomes in the wash, it's going to
mean that you're more likely tohave your numbers verified, and
that you're going to show up asa verified person and the
carriers are going to knowyou're verified. So they're
going to the deliverability willimprove, and your spam score
(35:46):
will be down. If the carrierscan 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 gothrough without a hitch. So
Damien (35:58):
sorry, is that is that gonna identify? So I know a lot
of the concern I think, for forpeople doing the mass texting,
right is, is this hitting thoselitigators? And so now with
this, with this in, in change isthat 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 nowfor these woods,
Jordan Fleming (36:20):
not necessarily that you don't necessarily
coming up with the caller ID.
That's a slightly differentprocess. But the truth is,
you're still going to want to dothat? Well, first of all, you're
still gonna want to abide by andstill have to abide by the TCPA
regulations about texting. Sothat's like a consent rules, DNC
list and all that, quitehonestly, if you're buying
(36:41):
lists, you're still going towant to scrub them for known
litigators and all that, inorder to avoid that, you're
absolutely gonna want to do thatyou're going to be able to scrub
them for DNC and no litigator insmartphone very soon, inside a
smartphone. But what this isgoing to do is for those it's
going to be it's going to letthe carriers know that this is
legitimate. This is a legitimatebusiness making a call, so that
(37:06):
they're on the other end, I'mgoing to see your number pop up
and not spam likely, if you'recalling me. Or it's going to
mean that your text message isgoing to go through immediately
quickly. And and get deliveredas 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 tothe cold calling. And the reason
that I'm suggesting for them tohave a different workspace, and
sometimes even a differentsmartphone account. And why I do
that because outbound calling oroutbound texting, it's there are
(37:44):
two different marketing channelscompared to inbound marketing,
like direct mail. And if youlet's say, as a company, you
have 50 numbers from directmail, and you're doing outbound
calling from the same accountwith two numbers and you get
your entire account suspended asa spam, then you lose all the
(38:06):
efforts and all the money thatyou have invested in the direct
mail pieces that are out there.
And also for ringlessvoicemails, we tell them to use
dedicated service that does onlythat with our system, if they
follow up with the leads. Atleast they have the opt in
confirmation when the lead wascreated in podio. And what
(38:29):
created that lead to make sense.
Jordan Fleming (38:33):
ringless voicemail is one that I've
always shied away from I mustadmit I I think it is toeing the
line of TCPA rules in a bigfucking way. And yeah, and and I
just I've never I've alwayspushed back from integrating
that. I know some of ourcustomers wanted it and we
(38:54):
pushed back whenever we can todo it. I I just it scares the
shit out of me from a TCPA pointof view.
Alexandru Parge (39:01):
What questions you guys are your users still
doing direct mail
Damien (39:09):
are a lot of mine are still doing direct mail. You
know, and I still think that I'ma direct mail fan myself. I
personally like direct mail. Butyou know as as the you know,
environments change here,especially in the US I think
(39:29):
that a lot of people are goingto go back to direct mail as the
texting and cold calling gets alittle bit harder to do
especially in some of the moresaturated markets.
Alexandru Parge (39:41):
Some of our clients don't even go door
knocking at all if someone callsin 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 companiesdo a tremendous amount of door
knocking because if they'reThey're meaning one, they'll go
to the five here and the fivenext to it. Yeah, and they'll
slip through postcards etc. ButI'd say a lot of our customers
have actually, I would say haveincreased, have have
increasingly done more postcardwork and mailing work with
(40:15):
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 oneof the problems is buying good
lists. ain't easy. I've seen somany people buy shit lists, and,
(40:36):
and, and certainly I mean, oursystem, I've no doubt your
systems. You know, the wholepoint of sometimes the the of
your KPI tracking do you buildinto these systems is to let
them see and say, Well, okay, webought 50,000 leads, we
converted for, like, you know,like, you know, this, whereas
(40:56):
actually this type of lead isworking really well, this lead
sources working really well,let's double down on that for a
while. I've seen you know thatI'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 youanalyse a marketing effort, you
need to see that cost comparedwith the profit generated with
the return of investment becausenot was, let's say, a higher
price, they pay for a lead, theyreceive less leads, but more
more quality was and the actualresult is better than a
(41:31):
traditional way of getting leadsvery cheap. And also, one client
was saying that they are nowconsidering to send even better
postcards more more expensive,because it's important for them
to stand up that postcard. It'simportant to stand out from the
other direct mail pieces thateverybody receives in the in the
(41:52):
states nowadays. Yep.
Jordan Fleming (41:54):
Um, I just just to round off this conversation,
because we're coming to the endof our time together. Um, I just
want to make sure I you knowthat we've talked a bit about
the power of why podio makes areal estate, a good platform for
real estate CRM. And one of thethings we touched on the most
(42:14):
was its customizable billelement, the fact that you can
customise it. We got the threeof us here, we each have our
own, what we would classes offthe shelf system, but all three
of our systems can be completelycustomised to the customers
wants. And that I think, rightaway that is right there. And
(42:36):
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 thispodcast today. But you will be
able to customise better,quicker and cheaper compared to
like a Salesforce customization,right? Where when you're, when
(42:57):
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 cancustomise quite a bit. And for
each of these systems, if youwant to go take a look at them,
you will I'll put the links tothem in the podcast, web page,
as well as the description, takea look at them and know that not
(43:20):
only are these out of the box,best practice CRM is based on
experience of doing it over andover again over and seeing what
works. But each of them can beconfigured and customised to how
you work. And I think that's thekey right there. Right? Like
that is that is the fundamentalswhy podio kicks ass as a core
CRM. But also why going into anenvironment like either the II
(43:46):
solutions one or the AIrevolution or assign force, or
quite honestly, some of theother people who have CRMs out
there in podio, you're going togo into an ecosystem, but eight,
you're going to be able to makeit fit you. And that is
something that no other systemout there can do in my opinion.
Damien (44:04):
Right? I agree with that. Because I mean, that's,
that's it 100% because I'm sureyou guys are both experienced
that like our you know, each ofour systems is fantastic. Out of
the box, it's great to use andcan you can work a deal all the
way through right out of thebox. But you know, Bob Buys
(44:25):
Houses by do something differentthan Harry Buys Houses. So they
want you know, differentdifferent things in their
system. So all three of us areable to provide that to the to
the end user, which I think isfantastic.
Alexandru Parge (44:39):
And when you also talk about the the ability
to customise it, it's a neverending market. And this is very
high now. of changes and podiois 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. Ifigured I think it's a good
chance and a good opportunity tosort of set a baseline of why
podio is so good for realestate, CRM, and to have the two
of you join me where you havevery successful podio CRM is
already. It gives everybody achance to look at them. I will
(45:18):
post the links and any signupcodes that you guys give me on
to the podcast. If you listen tothis, please do check them all
out the three systems, they'reall fantastic. They all work
fantastically. And they allprovide great support. So I
really do encourage it. And ofcourse, you've got links to
smart sign up for smartphone andcheck that out as well because
(45:40):
you're using podio you got touse smartphone. Right? That's
the fucking law. So thank youguys so much. Please do like
share, give us a review. Take alook at both Alex and Damian
sight and my own as well assmartphone and have a great
(46:01):
week.
Damien (46:03):
Thanks, Jordan. Thanks.
Narrator (46:05):
You've been listening to supercharged with Jordan
Samuel Fleming. Subscribe todayon iTunes, Google Play or
Spotify for your weekly diveinto how you can supercharge
your business by making itpowered by podio. Be sure to
check out our websitewww.wearegamechangers.com where
you can learn more and arrange a30 minute call with Jordan to
(46:27):
help you understand how podiosupercharges you
Welcome to powered by podio automation is everything.
supercharge your business withpodio. Get ready for another
episode of supercharged withJordan Samuel Fleming, your
weekly dive into the awesomeimpact workflow and automation
you can have on your businesswhen it's powered by podio. Join
(00:22):
us each week as we learn fromthe top podio partners in the
world as we investigate systemintegrations and add ons and
hear from real business ownerswho have implemented podio into
their business. Now, join yourhost Jordan Samuel Fleming, CEO
of game changers for this week'sepisode.
Jordan Fleming (00:45):
Hey, everybody, welcome to this week's episode
of supercharged I'm your host,Jordan, Samuel Fleming here to
talk all about the power ofworkflow and automation, when
your business is powered bypodio. Now, this is a great
episode, one that I'm excitedabout because we dive into why
podio makes such a great andpowerful real estate, CRM. For
(01:08):
those of you who are in thatspace. podio has really been a
powerhouse for many years forreal estate. And I'm joined in
this really special groupepisode by Damian, who has the
Rei solutions company and has asystem a podio. Real Estate CRM
called deal Pro, and I'm joinedby Alexander parche, who is also
(01:31):
my business partner insmartphone. But he has Rei
volution, which is anotheramazing podio based real estate
CRM and of course myself, I'vemy company game changes has
assigned force, which is a podiobased real estate CRM. Well, why
is podio so good for realestate? This is what this
(01:52):
episode is all about. We don'tget to nuts and bolts into, you
know, our respective systems.
But we talk a bit about, youknow, the power of podio in real
estate, why is it so good? Whyis the flexibility and price
such a great sweet spot, we dotalk about some common threads
that we've found amongst thedifferent real estate, business
models, and how podio and oursystems have addressed them some
(02:16):
of the key challenges that we'reable to address within podio,
some of the key features of thesystems that really make these
CRM systems fly. And it's just agreat opportunity to kind of
step back a little and talkabout podio, and the real estate
community, and why it's stillsuch a phenomenal tool. I mean,
(02:38):
there's lots of tools out there.
There's lots of systems outthere, but podio. And real
estate still has a very, very,very strong connection, because
you simply can't beat thecustomization, the workflow
automation and the price. Andthat's all there is to it. And I
was really grateful to bothDamien and Alex, for joining me
(03:00):
in this so we could, you know,geek out a bit talk a bit about
the ecosystem and the why, youknow, we see our clients get
success in their businesses,because of the power that podio
can bring to them. So if you'rein real estate, this is a great
opportunity for the listen tothree people who own their own
(03:22):
podio based CRM for real estate,and talking a bit about the
challenges, the opportunitiesand the amazing things that
these different systems canbring you as a real estate
investor. Let's dive right inright now with myself, Alex and
Damian. So I will crack on I amjoined today by two of my
(03:43):
favourite people in the podioReal Estate ecosystem. We've got
Alex from Rei evolution, he'salso my partner in smartphone.
And Damian from Rei solutions,also a smartphone partner as
well. Alex, why don't you justkick off give a very brief
introduction so people know whoyou are.
Alexandru Parge (04:04):
So Hi, everyone. I represent swift
bought a Romanian softwarecompany. We have along the way,
we have built several solutionsextensions for podio users
because we fell in love withpodio around 2015. And along the
(04:24):
way, we have built thesmartphone we have built a
dashboard platform, an emailintegration and out of the box.
Real Estate CRM focused for forinvestors. Absolutely. And
Damian, you're you're bothreturning champions. So they
mean remind people who you areand your products, please.
Damien (04:46):
Yeah, make sure and so my name is Damian, I'm the owner
and founder of Rei solutions andwe we offer a product called
deal Pro, which is just an outof the box all inclusive
wholesaling. Real Estate packagethat's based in podio. And we
try to expand on that, you know,every month, we're trying to
(05:08):
come up with something new forit or updates for it. So it's
always changing. But, you know,it's something that we love
doing with podio. And it's justso easy to expand upon, and we
use, you know, smartphone a lot,we've got a lot of people
switching over smartphones fromcall rail. So it's definitely a
great system to use. Absolutely.
Well,
Jordan Fleming (05:28):
we're gonna, I mean, as everyone should know,
by now, this is my podcast, notonly obviously, in my co
founder, smartphone, but mycompany, we are game changers,
of which I'm no longer CEO, asof last week. Yeah, Andrew
Cranston is taken over as CEOinstead of CTO, he's now CEO.
(05:48):
But I am still sort of Chairmanin that sense. And we not only
do a tremendous amount of custompodio development for real
estate, but we also have awholesale sales system called
assign force that we implementfor clients as well. And why I
wanted the three of us to get ona podcast today is really to
talk. A lot of times I get realestate investors on they talk
(06:08):
about, you know, how they usethings, and they talk about, you
know, their their background andhow they get into it, and how
what they do in podio, I reallywanted to focus on the the
reasons why podio makes such agood and compelling platform for
real estate. CRM is because andthe three of us are on because,
(06:29):
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 justa phenomenal system for real
estate, wholesaling for, youknow, property management for
rehabbing all those sorts ofthings. And to me, it comes down
to the flexibility that you canbring into it and that ability
(06:53):
to customise it, but I reallywant to hear from, from you,
too. So can I ask both of you tomaybe talk a bit about sort of
what are the key things that youfeel podio brings to the real
estate, CRM market, and maybe acouple things that your systems
do that you really think, youknow, help you, you know, help
(07:13):
your clients out? Damian, let mestart with you.
Damien (07:18):
So, overall, podio, I think is phenomenal platform as
a base for any any CRM, youknow, whether it be real estate
or Hotel Management, you know,but in this case, for what we're
doing with real estate, andspecifically wholesaling, it's
great because everybody hasdifferent ways that they get
(07:38):
leads and they prospect forleads and, and, you know, with a
traditional CRM, you can'treally integrate a lot of those
things, or do the follow onafter you get a lead from those
sources. Because either, youknow, the lead sources and
talking to the CRM or the CRM ison top of the lead source. But
with podio, we have the abilityto a lot of times due to a
(07:59):
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 workflowautomations, formerly known as
globey flow. And with that,we're able to do a lot of custom
coding and things to make, makethe system do what the user
(08:20):
wants it to do. Whereas an outof the box, you know, off brand
was only going to do what thatsystem is designed to do, which
could be great, but you know,everybody runs their business
differently. And everybody wantssomething different. And I
experienced that every day, evenwith just our deal pro system,
like out of the box. It'sphenomenal. But we have yet to
(08:41):
have a subscriber just use it asit comes, like everybody wants a
little something different,whether it's Eve some small,
like changing the name of afield to something else, or they
want to have a couple differentfunctionalities added. Everybody
wants something different. Andwe're able to do that with
podio. Because it's easy to, youknow, configure to what they
want to do for the most part.
Jordan Fleming (09:03):
I say Alex?
Alexandru Parge (09:04):
Yeah, for sure.
I agree 100% with what Damiensaid. And if there is anything
to be added to that is that youmentioned, like, you know,
Project podio was created as aproject management platform. And
we the partners had gave it theCRM functionalities. And it's
great, it's great because youcan have that as an out of the
(09:27):
box solution with our systems.
And one thing that I'm reallyproud of is that in our
evolution is only the system.
You have the fields configuredand the functionalities. But on
top of that, you have also thedashboards because we can pull
out and use a template rightreports that can help them
(09:49):
improve their activity andreally see to analyse the
performance of their team. havetheir marketing of the
operational teams, everybody inthe 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. Anothercompelling thing, I think of
what makes podio a great sort offundamental for the real estate
CRM that we've all built, issimply the strength of his API,
and the fact that you can getthe all the data you want out in
(10:29):
almost any, like, in almost anyway, if that makes it, you know,
I mean, there's, there's,there's so much restrictions to,
to other systems where it'slike, yeah, you can get some of
the data out, or you can getsome 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 thatmakes podio such a good
(10:52):
foundation for the real estate,CRM element is just the fact
that every bit of data, you canget out. And you can then spin
around and do whatever you want.
Whether that is usingdashboards, like Alex was
talking about where, where youcan get the data out and
dashboard it and visualise it,which I'm sure we all do as
well, you know, we are indifferent ways, or whether it
(11:14):
is, you know, providing youknow, externalising data for
outside people like we'vecertainly for assigned for us,
we built a cash buyer portalthat sits on top of it, where
you can just simply click on oneof your buyers and say, you
know, add to portal, they get anemail giving them you know,
(11:34):
telling them to login when settheir password, and then they
get to log in and see a map ofall the properties you've got
available for you click on it,get the details, submit an offer
straight into podio. You can goback and forth between the
portal and podio. And they getan amazing user interface. And
you get all the data. And Ithink there aren't many you
(11:56):
know, it the reason that worksso well is because the data in
podio is just so easy tomanipulate. You know what I
mean? And I think that'simportant.
Damien (12:08):
Yeah, definitely, definitely agree with that API
is has proven invaluable forsome of the, you know, just as
some of the things that we'redoing in our system, as well as,
like, there would be no otherway to, to make some of these
things happen. You know, withany other platform, because you
have to be able to manipulatethe data. And while workflow
(12:29):
automations is great, you know,it does have some limitations as
far as what it can do with PHPfunctions. So, so the API kind
of bridges that gap and allowsyou to take it to your own
server and use, you know, actualscripting, and even doing stuff
with proc foo and other greataccents that we like to use,
(12:49):
allow some more versatility inapplications.
Jordan Fleming (12:54):
Absolutely. Now, going I mean, given that we all
got, you know, we've all gotkind of wholesale CRMs
wholesaling is has been ourfocus for, I would say, 95% of
our real estate customers, we'vegot some who do other bits and
rehabbing and all of us, butwholesaling for us has always
(13:17):
been by far the biggest businessmodel that we've dealt with in
the real estate industry. And Ithink there's there's a pretty
well defined track record ofpodio in wholesaling in terms of
your own systems. And I'll alsotalk about ours a little as well
afterwards. But what are some ofthe kind of what what do you see
(13:38):
as some of the core challengesthat wholesaling wholesalers
have, and how your systems kindof address them? Because I think
we probably are similar, butwe'll all have cool little bits.
So Alex, what do you think youwant to start off? Yeah, so
Alexandru Parge (13:59):
I will talk about the contract generation
and handling the contractsbecause everybody likes to make
big numbers to close, moredeals, more deals. But every new
deal will bring some operationbeats on the on the process with
our system. The agent that istalking with the person that is
(14:23):
selling the house has theability of just filling in pre
defined variables to use thesystem and to actually send it
via email or send it the rightsignature or DocuSign to the
seller to be signed. Once it issigned. The signed contract gets
(14:48):
back to podio. Everybody hasaccess to it and the file is
moved over to the operations.
For us. We don't use it only forwholesale because we have a
purchase type and maybe someThey will purchase a property to
wholesale, but maybe they wouldlike to keep it as a rent, maybe
they would like to hold a baby,they would like to make
innovation, a short sale, Idon't know, they can simply
(15:10):
configure that when they buy theproduct or afterwards. And
depending on the type of theproperty, the type of how they
buy it, they can have differentstandard operating procedures
with different sets of tasksthat are assigned automatically
to the operation team and to thepeople that are responsible. So
(15:31):
everybody knows exactly whatthey have to do. And you can
even measure the number of daysit takes you to purchase a
property, for instance, becausealways when you're going to
short sale to buy a short saleproperty, it will take longer
than the whole sale or aproperty that doesn't have
issues in the title orsomething.
Jordan Fleming (15:54):
Absolutely. And I like so. And that's another
powerful bit of, of basing andpodio is that flexibility of
having those different standardoperating procedures, you know,
customizable by the Custcustomers where so many other
systems, they'll sort of, youknow, here's how you set up the
one thing, and you can't reallydifferentiate, and not many
(16:16):
people fit into those littleboxes easily. And it's the boxes
that start to make you chase.
And it's the boxes that start tomake you feel like the system is
not working for you. It'sworking against you. And I think
that's a good illustration.
Alex, Damian, what do you think?
Damien (16:31):
Yeah, Alex, I agree with that, like 100%. And in our own
system, we use DocuSign, we havegotten away from right
signature, just because it's notas great of an interface is, you
know, not not something that we,we want to continue to deal
with. But you know, that's awhole nother whole nother thing.
But another podcast. Yes, thetroubles arise against you. But
(16:54):
so we do use DocuSign. And, youknow, we do that with the API.
And so it offers a lot moreflexibility in the contracts,
because we're able to generate,you know, if the user comes in,
and they've got five differentcontracts, it doesn't matter, we
can implement all of them veryeasily. And they're able to, you
know, edit them right there inpodio. You know, a lot of times
(17:17):
one of the big issues wassending a contract, and the
seller says, Well, I want moreearnest money, or I don't like
these terms that you put inthere. So then was writing and
you have to go back and generatea whole new contract. Whereas
with DocuSign, and ourintegration, you just edit it
right there. And it's editedlive for the person. So that
part is cool. But I think one ofthe big struggles that I've seen
(17:39):
for investors as a whole, notjust wholesalers, but his follow
up. And, and that's where allthe 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 inthe game knows that, but we kind
of try to help them stay on topof those files with our
(18:01):
automated drip campaigns thatcan go anywhere from one day to
year and a half, you know, itdoesn't, there's no length of
time,
Jordan Fleming (18:09):
there's no really hard stop,
Damien (18:11):
there's no hard stop, right, it can just keep going.
which is which is fantastic. Youknow, for things like the
probate leads, you know, or, orshort sale leads, where it's
like, it's gonna be a whilebefore that thing turns into
something. So the user is ableto make their own custom
templates, they can set up asmany as they want, there's
(18:32):
really no limitation there. Andthen, you know, it's just a
click of a button start, andthen they'll get the emails
texts, or VMs, we also have anassigned task to the user, you
know, like a split about threeweeks, if I call this guy back,
whatever task it is that youwant to assign to the lead
manager. So that's that's how wetry to help them stay in front
(18:52):
of the leads and manage thatpart.
Alexandru Parge (18:56):
I'll go the we have someone that has three
years of drips configured now.
Damien (19:02):
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 ofthe other things that we've
noticed is that you know, we gowe got, we saw a lot of people
just blasting the buyers withoutreally thinking about it and I
and my, with my marketing hat onmy marketing backgrounds. I
(19:30):
never like spray and pray. Ilike targets. So I, you know,
anytime you just take an Uzi andtry and hit everybody, you the
chances are, you're not going toyou know, you're gonna have a
lot of collateral or a lot ofwaste. And so what are the
things that that we do in oursystem that podio lends itself
to because you can set it updifferently, is we we have a we
(19:50):
have a very effective buyermatching tool, that where you
know, you for every lead thatyou're working and every
property you're dealing with Youcan set up using relationship
fields you can set up like,these are the different criteria
this property meets, it's asingle family home. And it's,
you know, here's the price rangeand it's in, you know, with
(20:12):
these amenities or, or theselocal beds. And for the buyer
profiles we've got in podio, youcan set well what type of homes
you like, and what areas do youlike, and well, those and then
simply when you're looking atwho am I best buyers, you click
match me some buyers and it goesthrough all the buyer lists you
have and gives you yourshortlist of the people who hit
the best criterias and where youcan then market to them and that
(20:37):
it's a small thing. But again,trying to build a system, which
will let them be more targetedin their approach, not just from
a follow up point of view, butalso on a selling point of view.
And and, you know, podio givesthem that gives the ability to
customise that process in analmost unlimited amount of way.
(20:59):
Stop. Okay, I'm sorry, I'm justgonna interrupt this amazing
podcast for a couple of seconds.
I know if you are a regularlistener, you have heard me talk
about the game changerssupercharged masterclass series,
and I've already had a number ofpeople give their details in
with the form and contact mesaying when can we get involved?
Well, life has happened, movinghouse lots of things going on.
(21:22):
And although I promised to getup the first modules in June, it
is going to be the end of Julynow July 2021. But I am super
excited about it. Thisabsolutely free masterclass
series is going to go through abunch of great modules, the
fundamentals of podio, thefundamentals of great podio
design, great ways of usingglobey flow and extending podio.
(21:45):
It is distillation of years andyears of my team, myself
included, of designing podio.
It's our attempt at bringingtogether some best in class
principles of podio design. It'sreally an exciting proposition.
I can't wait to launch it, it iscoming soon. Go over to
(22:09):
www.wearegamechangers.com. Go tothe master class sending your
details we'll let you know assoon as the first modules were
up, I guarantee the firstmodules are going up and to July
2021. Now, back to this awesomepodcast.
And I think that's a reallycool, you know, that's a, it's a
really cool example of why thatpodio ecosystem has helped out
(22:30):
for that. Now, I do, I would beremiss, given that we're the
three of us are here,communications, and obviously
another massive one. And ofcourse, I got my smartphone hat
on right now, which never comesoff. But, you know,
communication is a massive one.
And to me I would say that oneof the things that smartphone is
(22:53):
really done. And this is me withmy game changers hat on not so
much my smartphone add on, butis 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 thecolour as a bad platform. I have
no problem with call rail, it'sgood platform. But it was never
very because you're essentiallydropping calls into an app. And
(23:16):
then you know, your your theability to have duplication and
the ability to have problems ofconnection was always was always
pretty high. I know I've foundcertainly as we over the last
couple years have onlyintegrated smartphone to our
real estate customers. We'vebeen finding that the whole
(23:37):
communication integrationbetween dialling texting, sales,
dialling, transact all of thathas massively smoothed out in a
big way. And I think that's ahuge part of the real estate
infrastructure that works reallywell for podio and particularly
podio with smartphone.
Damien (23:56):
agree with that, because you know, we still do call rail
not nearly as much now we dopush smartphone. Just because
it's so much easier. I mean, weuse it ourselves to it's just
for for our overseas friends,you know, it's like, they could
just click it whereas with withcall rail even though Yes, you
can use mega push to call buttonand call from podio it's still
(24:20):
gotta call somebody's cellphone, then they got to press
one and then get Connect so likeif for our wholesalers that are
using their VA in thePhilippines and stuff that
doesn't work because there's noway there's no push to call I
mean occasionally you canconnected with Google Voice but
the the chances of it working100% of the time versus
smartphone where they can justdownload the extension and then
(24:42):
they click the call now they'recalling. I agree with that. It's
just we are we are trying to domore 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 thesmartphone, we also have the
main bit so basically we haveclosed the loop with all the
communications withadvertisements Of course,
everything. But we also try toeducate our customers to tell
their to put their agents tofollow up we're using the dialer
(25:20):
because most of the people whenthey are using the dialer, they
are seeing the dialer, variableonly for cold calling. But it's
very simple with the lights,latest updates from from
smartphone and smart divert tosimply choose a point of view
when you're configuring yoursmart dollar campaigns. And that
could be today's follow uplists. And an agent could very
(25:41):
easily by not having to clickclick, click click click in the
system to follow up with alarger number of leads in
faster. And if they reply, theyhave the replacing employee on
the on the lead card when theycan 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 weused to before the the the
latest version of smart dialer,which we'll be going through
another iteration fairly fairlysoon. Here's a hot tip. But you
we you know, one of thechallenges we always had was
(26:25):
moving from unqualified toqualified in a seamless way. And
now with because you can justset up campaigns with views,
it's very easy to have theunqualified list campaigns going
to the VA is them rattlingthrough just tonnes of them. And
then when they click qualified,it drops into a view that is you
(26:48):
know, for your interior agentsor your your better salespeople
or your inside salespeople orwhoever. And they have a very
easy bucket that they can openup and go right? Well, bam,
let's start. And it's veryseamless. And they don't have to
think about it. And it movesjust automatically because of
that. And I think that's areally important way of managing
(27:11):
because I think, for me, coldleads and unqualified leads are
the bane of every CRM I've evercome into contact with. Because
so many times you get involvedand you see people and they've
got 9000 leads in the system.
And you're like, really? Do youreally? Or do you have seven,
you know, you got 9000 leads ofbullshit and duplicates, and
(27:34):
cold. And I think podio givesyou a really great ability to
segment data and segregatedreally far away. And then using
workflow automation and the APIor globey, flow, whatever, to
push it back into the hot statuswhere needed. How do you guys
(27:54):
manage cold data in podio? Andyour systems just in curiosity?
Damien (28:02):
Answer, yes, you can. So for us, like with cold data, we
try to we do a little bitdifferent. I think that mostly
we try to avoid dumping, youknow, sheets and sheets and
sheets of data into podio.
because like you said, You runyou run into where you got, oh,
you get 20,000 leads like oh,cool, you probably got like five
people on that list, right? Thatare actual leads. So as we've
(28:23):
integrated a lot with smartdialer, now we use, you know,
the list, the list app, so tospeak, where people upload that,
but we do screen that when theyupload 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 thosethings for them. But as the data
(28:46):
goes through, like you'resaying, we have the buckets, you
know, if especially if they'reusing smart dialer, we try to
make different categories thatwork for them hot lead, qualify,
you know, cold follow up, warmfollow up. And then it's just an
automatic podio view. And theirVA is just an easy button, they
just click it. And so now thatthat's moving out from cold
(29:08):
follow up to now it's in the hotlead. So the high lead only goes
to the acquisitions manager. Sonow instead of the acquisition
manager going through 20,000Records, he's got 17, hot leads,
so he can just click on thatview, it's going to run through
those whoever he connects tothat way he can get the deal
going. And that, to me, that'sthe better way to do it versus
(29:29):
just having this massive listthat everybody's trying to dial
or wearing a one click call, Imean, it just takes forever. So
that's how we use it to betterhelp sort the code that
Alexandru Parge (29:48):
we have built our system to not put cold
calling but for people thatexpress the intent to discuss so
every every item from thesystem, either a seller or a
buyer lead have different tabs,there are a separate item there.
And those would be consideredleads that already opted into to
(30:08):
be in a CRM. And that's why thequalification process is very
important. And we, we also giveit as a standard with qualified,
hot, warm and cold. And we thereis also a KPI, how many leads
are qualified each day becausenot only the creation, it's
(30:30):
important in regards to the coldcalling, we always suggest to we
suggest to our clients to have abrand new workspace only for
that. And as Jordan said, oncethe agent gets a hold on one of
those leads through on how wecall it album stage or album,
(30:52):
status option that you have had,when you finish a call that will
transfer the call lead to theactual 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 qualificationappointment. And, and the
contract.
Damien (31:14):
Definitely makes sense.
Jordan Fleming (31:15):
Absolutely.
That's, I mean, if you're goingto be doing cold Li cold lists,
you've got to keep itsegregated. And then you've got
to use automation to push it inwhen it actually needs to be
there. And there's some excitingthings that are just about to
start happening in smartphoneDamian that'll, that'll help
that will influence this processeven more. So we'll put you on
(31:35):
the beta list for that.
Question. And then, you know,one other thing I wanted to ask
and, you know, with your guyssystems and your guys client
base, have has there been a lotof discussion or people up and
on understanding the new changesthat are happening in the US
(31:58):
around texting and, and and youknow, and calling and how that
will influence? Do peopleunderstand that? Do they do they
know this thing changes comingbecause we we can use this
opportunity in the podcast tolet people know, a synopsis of
it.
Damien (32:13):
So I don't think everybody really has a full
grasp. Especially with the mostrecent changes. I know you guys
are still I don't know if you'vealready implemented everything,
but you know, I still get peopleasking me Hey, can we can we
make a blast texting withsmartphone? Like, no, we're not
gonna do that. You know, it'sone it's in their terms and
(32:34):
conditions. But, you know, tolike, you just gotta, you gotta
stay up to date with with thelaws, especially here in the US
like, it just seems like everyevery week, they're coming out
with someone, someone new gotoffended. So now we have to not
offend these people anymore. Andso it's just getting very
limited in what he can do evencold calling, I think is getting
(32:55):
more restricted as well.
Jordan Fleming (32:57):
Florida has just released new robo call laws. So
if you're using any sort ofautomated tool to dial, they you
have to have a demonstratedexisting business relationship.
Or it can be run afoul to that.
So there are all sorts ofinteresting things there. I
mean, just to just to summarisefor people who may be listening
(33:18):
to us and and you use textmessaging a lot. The there is a
big change happening to us. It'scalled a tp 10 DLC. And it's
basically the carrier the theshort version is the carrier's
assume text messaging was Damiantexting me, Hey, you want to go
(33:39):
for a beer? Like that's whatthey see is texting. But of
course, businesses started touse texting. And the carriers
weren't making enough money onit. And and so this change is
not FCC regulation. It's carrierbased kind of changes. And it's
actually a very good change,because what's happening, and
(33:59):
this is literally the right nowwe're recording this and it's
the 13th of July, this stillisn't finished, the carriers are
still making changes to thestructure right now. And they're
still not finished tweaking it.
We anticipated being rolled outacross everybody by sort of
(34:20):
September because they keeppushing the death dates back
they said March then April thenmay then June Yeah, you know,
and, and at this point, thecarrier is in Twilio saying just
hold off for a bit while wefigure it out. But the core of
it is, and this affects bothcalling in terms of spam if your
numbers are being marked asspam, and texting, and it
(34:40):
basically comes down to youbeing able to register, which if
you're a smartphone customer,you'll be able to do it via the
platform. registered. This isme, this is my business. These
are my authorised people. Theseare 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 legitimateuse. of why they're texting.
(35:02):
And, and it is a massive change,but it's actually the good one,
because it's designed to stopthe bad actors who are just
slamming people with with withspam and, and, and, and kind of
screwing it up for the rest ofus. And that's something that is
happening right now. It'snothing anybody has to worry
(35:24):
about right now, in some ways,because the carriers haven't
finished it. But when it allcomes in the wash, it's going to
mean that you're more likely tohave your numbers verified, and
that you're going to show up asa verified person and the
carriers are going to knowyou're verified. So they're
going to the deliverability willimprove, and your spam score
(35:46):
will be down. If the carrierscan 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 gothrough without a hitch. So
Damien (35:58):
sorry, is that is that gonna identify? So I know a lot
of the concern I think, for forpeople doing the mass texting,
right is, is this hitting thoselitigators? And so now with
this, with this in, in change isthat 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 nowfor these woods,
Jordan Fleming (36:20):
not necessarily that you don't necessarily
coming up with the caller ID.
That's a slightly differentprocess. But the truth is,
you're still going to want to dothat? Well, first of all, you're
still gonna want to abide by andstill have to abide by the TCPA
regulations about texting. Sothat's like a consent rules, DNC
list and all that, quitehonestly, if you're buying
(36:41):
lists, you're still going towant to scrub them for known
litigators and all that, inorder to avoid that, you're
absolutely gonna want to do thatyou're going to be able to scrub
them for DNC and no litigator insmartphone very soon, inside a
smartphone. But what this isgoing to do is for those it's
going to be it's going to letthe carriers know that this is
legitimate. This is a legitimatebusiness making a call, so that
(37:06):
they're on the other end, I'mgoing to see your number pop up
and not spam likely, if you'recalling me. Or it's going to
mean that your text message isgoing to go through immediately
quickly. And and get deliveredas 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 tothe cold calling. And the reason
that I'm suggesting for them tohave a different workspace, and
sometimes even a differentsmartphone account. And why I do
that because outbound calling oroutbound texting, it's there are
(37:44):
two different marketing channelscompared to inbound marketing,
like direct mail. And if youlet's say, as a company, you
have 50 numbers from directmail, and you're doing outbound
calling from the same accountwith two numbers and you get
your entire account suspended asa spam, then you lose all the
(38:06):
efforts and all the money thatyou have invested in the direct
mail pieces that are out there.
And also for ringlessvoicemails, we tell them to use
dedicated service that does onlythat with our system, if they
follow up with the leads. Atleast they have the opt in
confirmation when the lead wascreated in podio. And what
(38:29):
created that lead to make sense.
Jordan Fleming (38:33):
ringless voicemail is one that I've
always shied away from I mustadmit I I think it is toeing the
line of TCPA rules in a bigfucking way. And yeah, and and I
just I've never I've alwayspushed back from integrating
that. I know some of ourcustomers wanted it and we
(38:54):
pushed back whenever we can todo it. I I just it scares the
shit out of me from a TCPA pointof view.
Alexandru Parge (39:01):
What questions you guys are your users still
doing direct mail
Damien (39:09):
are a lot of mine are still doing direct mail. You
know, and I still think that I'ma direct mail fan myself. I
personally like direct mail. Butyou know as as the you know,
environments change here,especially in the US I think
(39:29):
that a lot of people are goingto go back to direct mail as the
texting and cold calling gets alittle bit harder to do
especially in some of the moresaturated markets.
Alexandru Parge (39:41):
Some of our clients don't even go door
knocking at all if someone callsin 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 companiesdo a tremendous amount of door
knocking because if they'reThey're meaning one, they'll go
to the five here and the fivenext to it. Yeah, and they'll
slip through postcards etc. ButI'd say a lot of our customers
have actually, I would say haveincreased, have have
increasingly done more postcardwork and mailing work with
(40:15):
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 oneof the problems is buying good
lists. ain't easy. I've seen somany people buy shit lists, and,
(40:36):
and, and certainly I mean, oursystem, I've no doubt your
systems. You know, the wholepoint of sometimes the the of
your KPI tracking do you buildinto these systems is to let
them see and say, Well, okay, webought 50,000 leads, we
converted for, like, you know,like, you know, this, whereas
(40:56):
actually this type of lead isworking really well, this lead
sources working really well,let's double down on that for a
while. I've seen you know thatI'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 youanalyse a marketing effort, you
need to see that cost comparedwith the profit generated with
the return of investment becausenot was, let's say, a higher
price, they pay for a lead, theyreceive less leads, but more
more quality was and the actualresult is better than a
(41:31):
traditional way of getting leadsvery cheap. And also, one client
was saying that they are nowconsidering to send even better
postcards more more expensive,because it's important for them
to stand up that postcard. It'simportant to stand out from the
other direct mail pieces thateverybody receives in the in the
(41:52):
states nowadays. Yep.
Jordan Fleming (41:54):
Um, I just just to round off this conversation,
because we're coming to the endof our time together. Um, I just
want to make sure I you knowthat we've talked a bit about
the power of why podio makes areal estate, a good platform for
real estate CRM. And one of thethings we touched on the most
(42:14):
was its customizable billelement, the fact that you can
customise it. We got the threeof us here, we each have our
own, what we would classes offthe shelf system, but all three
of our systems can be completelycustomised to the customers
wants. And that I think, rightaway that is right there. And
(42:36):
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 thispodcast today. But you will be
able to customise better,quicker and cheaper compared to
like a Salesforce customization,right? Where when you're, when
(42:57):
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 cancustomise quite a bit. And for
each of these systems, if youwant to go take a look at them,
you will I'll put the links tothem in the podcast, web page,
as well as the description, takea look at them and know that not
(43:20):
only are these out of the box,best practice CRM is based on
experience of doing it over andover again over and seeing what
works. But each of them can beconfigured and customised to how
you work. And I think that's thekey right there. Right? Like
that is that is the fundamentalswhy podio kicks ass as a core
CRM. But also why going into anenvironment like either the II
(43:46):
solutions one or the AIrevolution or assign force, or
quite honestly, some of theother people who have CRMs out
there in podio, you're going togo into an ecosystem, but eight,
you're going to be able to makeit fit you. And that is
something that no other systemout there can do in my opinion.
Damien (44:04):
Right? I agree with that. Because I mean, that's,
that's it 100% because I'm sureyou guys are both experienced
that like our you know, each ofour systems is fantastic. Out of
the box, it's great to use andcan you can work a deal all the
way through right out of thebox. But you know, Bob Buys
(44:25):
Houses by do something differentthan Harry Buys Houses. So they
want you know, differentdifferent things in their
system. So all three of us areable to provide that to the to
the end user, which I think isfantastic.
Alexandru Parge (44:39):
And when you also talk about the the ability
to customise it, it's a neverending market. And this is very
high now. of changes and podiois 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. Ifigured I think it's a good
chance and a good opportunity tosort of set a baseline of why
podio is so good for realestate, CRM, and to have the two
of you join me where you havevery successful podio CRM is
already. It gives everybody achance to look at them. I will
(45:18):
post the links and any signupcodes that you guys give me on
to the podcast. If you listen tothis, please do check them all
out the three systems, they'reall fantastic. They all work
fantastically. And they allprovide great support. So I
really do encourage it. And ofcourse, you've got links to
smart sign up for smartphone andcheck that out as well because
(45:40):
you're using podio you got touse smartphone. Right? That's
the fucking law. So thank youguys so much. Please do like
share, give us a review. Take alook at both Alex and Damian
sight and my own as well assmartphone and have a great
(46:01):
week.
Damien (46:03):
Thanks, Jordan. Thanks.
Narrator (46:05):
You've been listening to supercharged with Jordan
Samuel Fleming. Subscribe todayon iTunes, Google Play or
Spotify for your weekly diveinto how you can supercharge
your business by making itpowered by podio. Be sure to
check out our websitewww.wearegamechangers.com where
you can learn more and arrange a30 minute call with Jordan to
(46:27):
help you understand how podiosupercharges you
Popular Podcasts
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.