Podio CRM for Real Estate Wholesalers & Investors

Q: How do I get started?

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.

Q: Do I need to know how to use Podio before buying this CRM?

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.

Q: Is this a monthly subscription or a one-time payment?

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 .

Q: What exactly is included in the $800 offer?

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

Q: Can I request changes or customizations to the CRM after setup?

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.

Q: How long does it take to set up my CRM after I order?

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.

Q: Will my team get trained on how to use the system?

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.

Fully Customized Podio CRM Designed for Real Estate Wholesalers & Investors

Finally, a CRM built to match exactly how Real Estate Wholesalers & Investors work. We customize and install it in your Podio account, train your team, and help you start closing more deals in less time.

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.

Everything You Need to Run Your Real Estate Business in One Powerful Podio CRM

No more scattered tools or messy spreadsheets. Get full control and effortless Automated Workflows with a Podio CRM Customized 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 Features to Grow Your Real Estate Business

Everything you need to capture more leads, close more deals, and stay in complete control with Podio CRM

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.

System Features :

Complete REI Podio System

Automated Lead Capturing
Lead Scoring & Tracking
Multichannel Marketing Tracking
Automated Property Data & Comping
Acquisition Process Management
Offers & Contract Management
Disposition Process Management
Seller & Buyer Communication
Task & Team Management

Services Included :

Podio CRM Setup
Personlized 1-on-1 Onboarding ( 1 Free Session )
Free Integrations ( Zillow | Street View | Smrtphone )
On-Demand Support

Add-ons ( We handle everything for you as a Tech Partner )

Ongoing Podio Support ( $99 / month )
Podio Customization ( $20 / hour )
ChatGPT Integration ( $200 )
Extra Integrations ( $49 Each )

Scaling Podio System

CRM Setup + Integrations + Onboarding

$399

One Time Setup Fee

For Custom Podio CRM

See exactly how it works within Podio

Built in your Podio. Owned by you. Forever.

Scaling Podio System

CRM Setup + Integrations + Onboarding

$399

One Time Setup Fee

For Custom Podio CRM

See exactly how it works within Podio

Features Included:

Automated Lead Capturing
Lead Scoring & Tracking
Multichannel Marketing Tracking
Automated Property Data & Comping
Acquisition Process Management
Offers & Contract Management
Disposition Process Management
Seller & Buyer Communication
Task & Team Management

Services Included:

Podio CRM Setup
Personlized 1-on-1 Onboarding ( 1 Free Session )
Free Integrations ( Zillow | Street View | Smrtphone )
On-Demand Support

Connect Everything with PODIO CRM

Our team connects your CRM with the tools you already use, so everything works together from day one.

View all Integrations

Get Started in 4 Simple Steps

From your first call to complete onboarding, we handle everything so your Podio CRM is ready to power your real estate business.

Discovery call

Book a call to explore & see the Podio CRM in action, and plan the perfect setup for your business

Book Discovery Call

Podio Setup

We configure your Podio workspace, tailored to match exactly how you manage leads and deals

Integrations

Our team connects your favorite tools and services so everything works together smoothly from day one

1-1 Onboarding

Get one-on-one training and expert guidance so you and your team feel confident using your new CRM

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.

How do I get started?

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.

What’s your process for setting up my Podio CRM?

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.

Do I need to know how to use Podio before buying this CRM?

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.

Is this a monthly subscription or a one-time payment?

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.

What exactly is included in the $800 offer?

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

Can I request changes or customizations to the CRM after setup?

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.

What tools can you integrate with this Podio CRM?

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!

How long does it take to set up my CRM after I order?

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.

Will my team get trained on how to use the system?

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.

Can this CRM handle my full sales pipeline?

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.

Do you offer refunds if I change my mind?

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.