FAQs

Get answers to the most common questions about our software and how it can help streamline your real estate wholesale operations.

Get Started

Topic

Getting Started

Common questions about how to begin with our system, setup requirements, and the best way to maximize its features.

How long does it take to set up the system?

Setup typically takes 1-2 business days, depending on data migration and customization needs. Some users can get started within a few hours with our step-by-step guide. Here’s more about Getting Started with REI Podio CRM

You’ll need an active email, your lead list (if available), and business details. Once you sign up, we’ll guide you through the entire process.Here’s more about Getting Started with REI Podio CRM

Yes! Our platform is designed for both new and experienced real estate investors. We provide easy-to-follow tutorials to help you navigate the system smoothly.

 Absolutely! Our system supports custom workflows, automation, and integrations to match your business processes along with 4 hours of free of cost customization every month.

Pricing

Understand the costs, features included in each plan, and the value you get.

How much does the CRM cost?

We offer two pricing plans:

  • New Wholesalers Plan – FREE for up to 3 months or until your first deal closes whatever comes first.
  • Standard Plan – $299/month with advanced features.

Both plans include:

  • ✅ Podio CRM with automated lead management, drip campaigns and deal closing processes
  • ✅ GoHighLevel account for marketing & follow-ups
  • ✅ Basic KPI tracking & reporting
  • ✅ Unlimited Integrations
  • ✅ 3 Hours Customization

 Yes, Podio charges $25 per user per month, which is a direct cost. Phone services (SmrtPhone) and SMS costs vary based on usage.

Yes! We offer a 30-day money-back guarantee if you’re not satisfied with the system.

Gohighlevel ( Lead Generation System )

Discover how our GoHighLevel integration helps streamline marketing, lead management, and client communication.

What is GoHighLevel, and why is it included?

GoHighLevel is a marketing automation platform that helps you manage follow-ups, automate emails & SMS, and build sales funnels. It’s included to streamline your marketing efforts so that you dont pay for another subscription.

Absolutely! You can set up SMS and email drip campaigns, automated follow-ups, and appointment reminders within GoHighLevel. Plus, it includes a dialer option for seamless cold calling.

Absolutely! It syncs directly with Podio, ensuring lead transfer, automated workflows, and seamless communication between platforms.

If you have an existing GHL account, we can help you migrate it to our GHL to avoid duplicate costs.

Podio CRM ( Deal Closing System )

Learn how MariaPodio CRM simplifies your workflows, automates tasks, and enhances team collaboration.

What is REI Podio CRM?

REI Podio CRM is a powerful Podio Based CRM system designed specifically for Real Estate Investors & Wholesalers. It helps manage leads, automate follow-ups, track deals, and optimize acquisitions and dispositions.

Leads can be captured from multiple sources, including:

  • Web forms
  • Facebook & Google Ads (via GHL)
  • Call tracking systems
  • Manual lead entry
  • CSV imports
  • API integrations

Leads can be assigned in two ways:

  1. Automatically – Using round-robin assignment based on team member roles.
  2. Manually – By selecting a team member in the “Lead Acq. Manager” field.

Yes! You can set follow-up tasks by:

  1. Opening a lead record.
  2. Selecting a follow-up date in the “Set Follow-up Date” field.
  3. Adding notes in the “Follow-up Notes” section.

Viewing pending follow-ups in the “Today’s Follow-ups” section.

Yes, follow-ups can be linked to Google Calendar for better scheduling and reminders.

Yes! REI Podio CRM can integrate with Zapier, SmrtPhone, CallRail, GHL, and more to enhance automation and streamline workflows.

Security is our top priority. The system utilizes encrypted storage, role-based access controls, and secure API connections to safeguard your data. Additionally, since it’s built on your own Podio account, you have full control over access permissions, ensuring complete data security with no external risks.

Yes! You can import leads via CSV files or migrate data through API integrations. Our team can assist with migration if needed.

We offer multiple support channels, all links are available on your REI Podio CRM dashboard including:

  • Knowledge base articles
  • Email support
  • Live chat
  • Video tutorials
  • Phone support
  • Scheduled meet call

Our Support team is always there for you to help you regarding any query.

REI Podio CRM is highly customizable. You can modify:

  • Lead stages & workflows
  • Custom fields
  • Automation sequences
  • User roles & permissions
  • Custom business process implementation by our team

Our Technical Team is always there for you to help you implement Custom Processes.

Yes, we offer a three month free trial period with only setup fee. You can also check our video training on the website along with booking a demo to see how REI Podio CRM fits your business needs.

Customer Support

Get the help you need with 24/7 support options, including tickets, live chat, and one-on-one assistance.

What support options do you offer?

We provide live chat, email support, phone support, and community access. Premium users also get priority support and one-on-one success calls.

Absolutely! Our team is available to assist with technical issues, workflow optimizations, and integrations to ensure your System runs smoothly.

You can reach us through multiple channels:

  • Email – Support available in eastern timezone : [email protected]
  • Support Tickets – Submit a ticket through the dashboard for tracked issue resolution : Submit Ticket
  • Live Chat – Fast response during business hours : EST – 9:00 AM – 4:00 PM 
  • Phone Support – call us directly on phone number listed on your CRM dashboard  : Call Now at +1 2564484346
  • Online Meetings – Book a one-on-one meeting from the dashboard for personalised guidance : Book Meeting Now

 

Fast response during business hours : EST – 9:00 AM – 4:00 PM 

Still Have Questions? We’ve Got Answers!

Get the Clarity You Need

Whether you’re exploring plans, need a walkthrough, or require support, we’re here to help. Choose an option below to take the next step.

Find the Right Plan

Explore our pricing options and choose the plan that fits your business needs.

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Personalized Guidance

Book a demo with our sales team to get tailored walkthrough of REI Podio CRM.

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Need Help or More Info?

Access our Help Center to explore guides, FAQs, and expert support options.

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