Fully Customized Podio CRM Designed for Real Estate Wholesalers
Finally, a CRM that matches how real estate wholesalers actually work. We build it for you, install it in your Podio account, and provide full training — so you can close more deals, faster.
Trusted By 20+ industry leader
🔥 You’re Still Managing Leads Manually?
“Switching to this custom Podio CRM was a game changer. We used to track deals across spreadsheets, texts, and random apps. Now everything’s in one place — and my team actually uses the system.”
We’ve cut our admin time in half and our follow-up process is finally automated.
We’ve tried other CRMs, but nothing comes close to this tailored setup built specifically for wholesalers.
James Carter
Real Estate Wholesaler
Everything You Need to Run Your Real Estate Business — In One Podio CRM System
Stop juggling tools and spreadsheets. Our custom Podio CRM gives you full control, total visibility, and seamless workflows—built specifically for real estate wholesalers and investors.
No More Lost Leads or Missed Opportunities
Scattered spreadsheets and disorganized pipelines make it easy to lose track of leads. Our system keeps everything structured, so every opportunity stays in sight and on track.
Follow Up Automatically & Never Miss a Deal
Manually keeping up with every lead is exhausting. Our automation ensures that leads receive the right message at the right time—via SMS, email, or calls—without you lifting a finger.
Know Exactly Where Every Lead Stands
Not knowing a lead’s status means missed chances and wasted marketing spend. Our real-time lead tracking shows every touchpoint, so you always know what action to take next.
Monitor Deals Every Step of the Way
Deals often get stuck in negotiation or forgotten. Our deal tracking keeps contracts, tasks, and next steps in one place—so nothing ever falls through the cracks.
Manage Your Team with Clarity & Control
Without clear accountability, things slip. Our team management tools let you assign tasks, track progress, and scale your business effortlessly.
Powerful CRM Features That Drive Results
Trusted Podio Specialists with 500+ custom systems delivered across the U.S. We build powerful, tailored solutions that automate, scale, and streamline your entire business.
Lead Capturing
Automatically pull in leads from websites, forms, calls, and ads all in one place.
Seller Lead Management
Organize, track, and qualify motivated seller leads with detailed profiles.
Communication Tracking
Log calls, texts, and emails in one timeline to never lose conversation history.
Property Pipeline
Visually track properties from first contact to closing with a clean workflow.
Deal Management
Manage offers, contracts, and buyer matching all in a single deal hub.
Automated Follow-Ups
Send pre-set messages and reminders based on lead activity and status.
Campaign Tracking
Monitor lead sources and marketing ROI to double down on what works.
Drip Campaign
Nurture cold leads with automated sequences via SMS and email.
Appointments & Tasks
Assign tasks, set appointments, and get alerts to keep your team on track.
Get Your Custom-Built Podio CRM System
Built specifically for real estate wholesalers, our Podio CRM includes everything you need to systemize your acquisitions, manage deals, and scale your operation — without paying bloated monthly CRM fees.
Podio CRM Setup
CRM Setup + Integrations
$800
One Time Setup Fee
No ongoing charges
Features Included:
-
Automated Lead Capturing
-
Lead Scoring & Tracking
-
Multi-Channel Marketing Tracking
-
Acquisition Process Management
-
Offer & Contract Management
-
Disposition Process Management
-
Deal Pipeline Tracking
-
Automated Follow-Ups
-
Deal Pipeline Tracking
-
Seller & Buyer Communication
-
Phone System Integration
-
E-Sign Integration
-
Task & Team Management
-
Personalized Onboarding
-
System Video Training
-
Email Support
-
Phone Support
-
0 Hours of free Customisation
Custom Podio Development
Perfect for Custom Systems
$20
Per Hour
For dedicated Podio Expert
Features Included:
-
Podio Customization
-
Custom Workflows
-
Advanced KPIs
-
Unlimited Integrations
-
Onboarding & Training
-
Advanced Reporting
-
Data Migration
-
Ongoing Customization
-
Data Backup
Podio CRM Setup
CRM Setup + Integrations
$800
One Time Setup
No ongoing charges
Features Included:
-
Automated Lead Capturing
-
Lead Scoring & Tracking
-
Multi-Channel Marketing Tracking
-
Acquisition Process Management
-
Offer & Contract Management
-
Disposition Process Management
-
Deal Pipeline Tracking
-
Automated Follow-Ups
-
Deal Pipeline Tracking
-
Seller & Buyer Communication
-
Phone System Integration
-
E-Sign Integration
-
Task & Team Management
-
Personalized Onboarding
-
System Video Training
-
Email Support
-
Phone Support
-
0 Hours of free Customisation
Monthly Podio Support
Your Podio helpdesk on demand
$100
Per Month
On Demand Support
Features Included:
-
Technical Support
-
Functional Support
-
Tools Integrations
-
Bug Fixing
-
1-on-1 Support Calls
-
Zapier Help
-
Make.com Help
-
Email Support
-
Phone Support
-
No Heavy Builds
Custom Podio Development
Perfect for Custom Systems
$20
Per Hour
For dedicated Podio Expert
Features Included:
-
Podio Customization
-
Custom Workflows
-
Advanced KPIs
-
Unlimited Integrations
-
Onboarding & Training
-
Advanced Reporting
-
Data Migration
-
Ongoing Customization
-
Data Backup
Podio CRM Setup
CRM Setup + Integrations
$800
One Time Setup
No ongoing charges
Features Included:
-
Automated Lead Capturing
-
Lead Scoring & Tracking
-
Multi-Channel Marketing Tracking
-
Acquisition Process Management
-
Offer & Contract Management
-
Disposition Process Management
-
Deal Pipeline Tracking
-
Automated Follow-Ups
-
Deal Pipeline Tracking
-
Seller & Buyer Communication
-
Phone System Integration
-
E-Sign Integration
-
Task & Team Management
-
Personalized Onboarding
-
System Video Training
-
Email Support
-
Phone Support
-
0 Hours of free Customisation
Monthly Podio Support
Your Podio helpdesk on demand
$100
Per Month
On Demand Support
Services Included:
-
Technical Support
-
Functional Support
-
Tools Integrations
-
Bug Fixing
-
1-on-1 Support Calls
-
Zapier Help
-
Make.com Help
-
Email Support
-
Phone Support
-
No Heavy Builds
Podio Customisation Services
Perfect for Custom Systems
$20
Per Hour
For dedicated Podio Expert
Features Included:
-
Podio Customization
-
Custom Workflows
-
Advanced KPIs
-
Unlimited Integrations
-
Onboarding & Training
-
Advanced Reporting
-
Data Migration
-
Ongoing Customization
-
Data Backup
Podio CRM Setup
CRM Setup + Integrations
$800
One Time Setup Fee
No ongoing charges
Features Included:
-
Automated Lead Capturing
-
Lead Scoring & Tracking
-
Multi-Channel Marketing Tracking
-
Acquisition Process Management
-
Offer & Contract Management
-
Disposition Process Management
-
Deal Pipeline Tracking
-
Automated Follow-Ups
-
Deal Pipeline Tracking
-
Seller & Buyer Communication
-
Phone System Integration
-
E-Sign Integration
-
Task & Team Management
-
Personalized Onboarding
-
System Video Training
-
Email Support
-
Phone Support
-
0 Hours of free Customisation
Podio Customisation Services
Perfect for Custom Systems
$20
Per Hour
For dedicated Podio Expert
Features Included:
-
Podio Customization
-
Custom Workflows
-
Advanced KPIs
-
Unlimited Integrations
-
Onboarding & Training
-
Advanced Reporting
-
Data Migration
-
Ongoing Customization
-
Data Backup
Connect Everything with PODIO CRM
Easily connect REI Podio CRM with the tools you already use. Automate lead capture, streamline workflows, and keep your business running smoothly—all from one powerful system.
How We Work
From Discovery Call to Personlized Onboarding, we offer a full suite of services to ensure your Podio system meets your Wholesaling Ops.
Discovery call
Break into a new field like format technology or data science get started.
Have any question on mind????
Get answers to the most common questions about PODIO CRM and how it can help streamline your real estate wholesale operations.
Getting started is simple:
Click “Book My Demo” to schedule a free 15-minute walkthrough.
We’ll show you how the system works and answer any questions.
Once you're ready, we’ll send you a secure checkout link.
After payment, you’ll complete a short onboarding form.
Our team will begin setting up your CRM right away!
You’ll have your system up and running within 7–10 business days.
We follow a clear, proven process to deliver a high-quality, done-for-you Podio CRM tailored to your real estate wholesale business:
Discovery & Onboarding
You fill out a short onboarding form where we collect details about your workflow, tools, and team structure.System Setup in Podio
Our Podio experts build and configure your CRM inside your own Podio account — fully customized to your business needs.Tool Integrations
We connect up to 3 of your existing tools (e.g., SMS, email, e-signature, marketing tools) so everything works together seamlessly.Data Migration (Optional)
If you're switching from another system, we’ll import your existing data to ensure a smooth transition.Training & Handover
You get access to our full video training library, and we walk you through the system to make sure you're fully confident using it.Support & Customization
We include 1 month of free support and 20 hours of on-demand customization to fine-tune the system as you begin using it.
Not at all. This is a done-for-you system. We set everything up inside your Podio account and provide step-by-step video training so you can hit the ground running — even if you’ve never used Podio before.
This is a one-time payment of $1,000 for the complete CRM setup. After that, the only ongoing cost is Podio’s user fee, which is around $24/user/month, paid directly to Podio. We charge you nothing ongoing.
You’ll get:
Complete CRM system Setup in your Podio
5 free integrations with your favorite tools
Full video training library
1 month of support
On-Demand Customization ( $20 Per Hour )
Free migration from another system (if needed)
Lifetime ownership of the CRM — it’s yours
Yes, you can request on-demand customizations anytime after your CRM is delivered. Whether you want to tweak workflows, add new features, or integrate additional tools — our team is available to make it happen.
Customizations are billed at $20/hour, and we’ll always give you a time estimate before starting any work. This way, you only pay for what you need, when you need it — no hidden fees or ongoing commitments.
We can integrate Podio with over 6,000 tools including:
SMS & Email platforms (Twilio, Gmail, SendGrid)
E-signature tools (RightSignature, DocuSign)
Google Sheets, Zapier, Make.com
Marketing tools, dialers, CRMs — just ask!
On average, the full setup is delivered within 3 business days. If migration or customizations are more complex, we’ll keep you updated every step of the way.
Yes. You’ll receive access to a complete video training library, designed to help you and your team onboard quickly and start using the CRM effectively from day one.
Yes. It’s designed specifically for real estate wholesalers — from lead intake and follow-up to offers, contracts, and closed deals. Every stage of your workflow is mapped out and automated inside Podio.
Since this is a service-based, custom-built product, we don’t offer refunds. However, we stand by our work and ensure everything functions as promised with 1 month of free support after delivery.
Wholesalers Love This System
Get Started with REI Podio CRM Today
Whether you’re exploring plans, need expert advice, or want to see our features in action, we’ve got you covered. Take the next step now!
Get Expert Guidance
Book a call with our team and see how REI Podio CRM fits your workflow.
Find the Perfect Plan
Discover Best flexible pricing options tailored to your business needs.
See What’s Inside
Explore all the powerful features designed to streamline your business.
