Podio App Market

Real Estate Investment Pack

Manage your Seller Leads and Deals with automated Drip Marketing for follow up

For more information on this App Pack, please see this article on the Podio Help Centre

This app pack is intended for real estate investment companies, with a focus on managing leads and deals at scale in an efficient and automated manner. The pack includes apps that integrate with third-party systems to perform automated contact with timed drip sequences. The pack is designed to be used with popular third-party solutions, such as smrtPhone for Podio, Globimail, Twilio, CallRail, Slybroadcast, and Lob.

This pack requires Podio Premium with Podio Workflow Automation (formerly known as “Globiflow”). To install the flows included with this pack, you will need to refresh within your Podio Workflow Automation (PWA) console. Note that you must refresh PWA after installing the app pack, and before making any modifications to any app in the pack. If you make any changes to apps before refreshing in PWA, the flows for that app will not install. If you intend to use the electronic signature capability included in the Sales Contracts and/or Purchase Contracts apps, it is recommended to have your RightSignature integration with PWA already configured before you install the flows.

If you have installed this pack into a workspace that is within a Podio organization on Podio Free, Podio Basic, or Podio Advanced, you must upgrade your Podio organization to Podio Premium first, and then reinstall the app pack.

Created by

Podio App Team

52 packs in App Market.

View company profile
  1. Rating:
  2. Business Function: Real Estate & Property
  3. Industry Sector: Real Estate
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Screenshots

Apps in this pack

  1. Seller Leads

    This is the main app for managing sellers and properties.
    More info

  2. Whiteboard

    This app is used for leads that have become deal
    More info

  3. Cash Buyers

    This is a contact app for cash buyers involved in deals.
    More info

  4. Drip Sequences

    This app defines automated drip sequences for contact with Seller Leads
    More info

  5. Drip Steps

    This app contains the individual steps to be assigned to a Drip Sequence
    More info

  6. Actions

    Each item in this app represents a contact action with a seller lead
    More info

  7. Incoming Calls/Text

    This app is a holding area for inbound calls or text messages not associate with a Seller Lead
    More info

  8. Settings-REI

    This app contains various administrative settings
    More info

  9. System Log-REI

    This is a system app and is only intended for administrators
    More info

  10. Purchase Contracts

    Process Purchase Contracts with Sellers
    More info

  11. Sales Contracts

    Process Sales Contracts with Buyers
    More info

Additional features with this pack

  • Tiles

    Pre-created tiles give an overview of your app's data

  • Filters

    Recommended filters to browse app data

  • Share with content

    Has content

  • Webform

    Populate your app via a form on a public website

Show 22 comments
Aubrey Black

why isnt there a wholsaler app

Podio App Team

@Aubrey - you can certainly build your own 'Wholesaler" app to manage whatever information and workflows that you'd like.

Automations Bot

Hey all If anyone wants to build any type of custom flow or automation regarding any type of API integration in your current system or custom build, contact me on my email developer@automationexpert.in

Jon Declaro

how do you get off the annoying WEBHOOKS persistent to install even though the pack not used or already deleted?

Devontre Parnell

Farhan worked out great for me. I came across his name in this same thread. Reach out to him for amazing REI solutions @ frhanj1935@gmail.com

Mandy Hull

Chris, Thank for recommending Martin. He was exactly who we'd been looking for!

Martin Evans

Hey Mandy, working with you was awesome. I just noticed all the sweet shout-outs from everyone here – it made my day!
Also, thanks to Chris for sending everybody my way!
If anybody else is looking for a custom wholesale setup or wants to spruce up their current system, feel free to reach out at martin@orata.io

Seth Kursel

Looks like this app pack is broken now, LevelUp has gone out of business and sharefile support only tells me "Podio website is working, and our instances too"

Vincent Paul

@seth Kursel What were you specifically looking for in the app pack? there may be a solution

Martin Evans

This app pack is great as a free, quick solution but slightly outdated at this point in my opinion.
For those wanting to build something similar but with even more features to keep on top of leads, including drip campaign functionality plus the ability to create purchase contracts from your system you could follow my free YouTube tutorials below:

https://www.youtube.com/watch?v=3MWHWndUiII&list=PLETP7zG5VxDcCpKIEFsfqHdYUycustRXX