Podio CRM Expert Needed – Wholesale Real Estate (Full System Setup)

@tangramua

Hello! We have solid experience building advanced Podio CRM systems for real estate teams where the priority is not just setup, but a clean, scalable structure the team can actually use every day. We’ve worked with lead pipelines, acquisitions workflows, buyer disposition, and role-based dashboards integrated with tools like smrtphone and SMS platforms. Our approach starts with mapping your real process from seller lead to contract to disposition, then designing Podio apps, relationships, and automations around that flow. We focus on smart follow-ups, task logic, call/appointment tracking, and clear pipelines that VAs and acquisition managers can use without confusion. Permissions, dashboards per role, and performance tracking are built into the system from the start. We also bring strategic input: automation ideas, improved pipeline structure, missed features, KPI dashboards, call attribution, and long follow-up sequences. Missed calls, SMS triggers, daily activity dashboards and buyer matching logic are all part of the architecture we typically implement. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Kateryna Sales department Tangram Canada Inc.

@saadrizwan97

As an experienced AI and Automation specialist with a well-diversified skill set that includes CRM Implementation & Support, API Integration, and Data Analytics, I strongly believe my expertise is precisely what your company needs. Specifically, I have a comprehensive understanding of Podio and its functionality within a Latinx real-estate context. In addition to the core requirements you've outlined, my experience in setting up KPI dashboards and Call Tracking Attribution possesses an added advantage in helping you scale your business more smartly. At Systemapic, we prioritize simplicity in our designs, as per your requirement. Our customized approach ensures that the M2Ms, SMSs, emails between VAs and acquisition managers are done with ease by keeping an end-user perspective in mind. We don't just execute tasks at hand; we strategically analyze systems to identify where they can be strengthened for better results. This makes us more than just contractors; we're problem solvers who won't stop until your program is optimized to its maximum potential.

@Solutionzhere

This is a serious Podio build. SolutionzHere has delivered wholesale real estate CRMs (lead → contract → dispo, smrtphone + SMS flows). At $15–25/hr, we can assign a senior at $20–25/hr, 40–60 hrs (2–3 weeks) for full setup + automations. We’ll design simple pipelines, 30–60 day follow-up sequences, missed-call triggers, KPI dashboards, and buyer matching. Focus: usability + conversions. We’ll also suggest optimisations from day one. Question: Is your current Podio setup partially usable, or are we rebuilding from scratch?

@gvmtech

I understand the unique challenges and diverse functionalities involved in designing a powerful, streamlined CRM system for your wholesale real estate business. Having worked on similar high-stakes projects in my 15+ years in the industry, I bring substantial expertise in crafting intelligent Podio CRM systems. Notably, our experience with wholesale real estate CRM builds aligns perfectly with this task. As your strategic partner, I intend to turn this project into a fruitful opportunity for your business. Apart from delivering an upgraded and scalable system that effortlessly handles lead management, follow-ups, deal pipeline, team management, and disposition as detailed in the project's core requirements, I'd like to bring more value through automations, refined pipeline structure, improved conversion rates and unmissable features- the so-called 'out-of-the-pod-thinking'. With our proven track record of successful digital transformation for various industries including real estate, you can trust that we will deliver a solution that not only meets but exceeds your needs. Our team comprising highly skilled experts is experienced in front-end and back-end development (including PHP, Laravel), AI & Automation (which could enhance your KPI dashboards and automations), UX/UI design and SaaS Development. As an ISO-certified company, we value precision and performance; rest assured of unrivaled service excellence throughout this journey.

@teodorgeorge

Hello, I can help you build a clean, scalable Podio CRM system tailored for your wholesale real estate business. With experience in real estate CRM setups, I understand the importance of lead management, follow-ups, deal pipelines, and team collaboration to improve daily usage and efficiency. I’m ready to suggest automations and improvements like better pipeline stages and conversion strategies to make your system smarter and simpler. Thanks, Teo

@okechukwu1

As an experienced freelancer with a strong focus on workflow design and implementation, I am confident in my ability to provide the clean, scalable CRM system your wholesale real estate business needs. My expertise lies in not only executing systems but also in strategizing and improving them for more effective and efficient usage. I have a solid understanding of your industry, having built several Podio CRM systems for the real estate field, all of which I will be happy to share during our collaboration. One of the reasons teams struggle with their tools is the lack of clear workflows. But with me, you can expect a solution-oriented approach aimed at eliminating communication gaps, missing deadlines, and tool noise. I would love the opportunity to bring this same clarity and simplicity to your wholesale real estate CRM system. Regarding your advanced requirements like KPI dashboards, call tracking attribution, and advanced automations, my skill set equips me well for such tasks. Moreover, your emphasis on follow-up sequences, VA performance tracking resonates with my own belief of how a successful business operates - by staying on top of all its leads and resources. Your budget and project align well with my experience-making us the perfect fit for each other. Let's get started right away!

@gunslinger

Hi! I’ve built a CRM system similar to this called SmartEngage, where I handled lead management, follow ups, automation flows, and pipeline tracking end to end. So I’m not coming in as just a Podio “config guy” I understand how the system should actually work for a real business day to day. For your setup, I’d keep things simple but powerful: clear pipeline stages (Lead → Qualified → Contract → Disposition), automated follow ups (30–60 days), and smart triggers like missed calls → auto task + SMS. I’d also structure Podio apps so your team (VA’s, acquisitions) only sees what they need, while you get clean KPI dashboards (calls, conversions, deal flow). A few improvements I’d suggest early: - Lead scoring to prioritize hot sellers - Automated follow up sequences based on inactivity - Buyer matching logic for faster disposition - Daily performance dashboard per role For integrations (REI Reply, smrtphone), I’d centralize data flow so nothing gets lost between calls, SMS, and deals. Rate: $25/hour Estimated timeline: 2–5 weeks for full system setup and optimization I focus on building CRM systems that are actually used daily, not ones that look good but get ignored. If that’s what you’re aiming for, I’d be happy to map this out with you.

@wasifmuneer

Hi there, I'd love the opportunity to connect and discuss your project in detail—feel free to reach out via chat anytime. I'm a full-stack developer with strong experience in building both web and desktop applications. I’m confident I can manage and deliver your project efficiently and on time. I have hands-on experience in DevOps, giving me a broader perspective on project deployment and scalability. My technical expertise includes: MERN / MEAN Stack: Extensive hands-on and team leadership experience, ensuring smooth front-end to back-end integration. .NET Core & Angular: Implemented various data visualizations using D3.js, integrated complex APIs, and developed dynamic, responsive applications. Azure Logic Apps & SharePoint: Built multiple workflow automation solutions; also familiar with PowerApps development. Salesforce Development: Developed Apex triggers to interact with MSSQL via custom .NET APIs. Created Visualforce pages to fetch and display external API data. Performed CRUD operations on both standard/custom Salesforce objects. Conducted R&D on Salesforce Flows for automation (with some custom object limitations). I bring a full-lifecycle development mindset and enjoy solving real-world business challenges through code. Looking forward to hearing from you! Thanks!

@mahig47

Hello! As per your project post, you’re looking for a Podio CRM expert to build a complete wholesale real estate CRM system that manages seller leads, follow ups, deal pipeline, team roles, and disposition workflow with integrations like REI Reply and smrtphone. The goal is to create a clean and scalable Podio setup that your team can use daily for lead tracking, appointments, deal management, and performance monitoring. My focus will be on delivering a structured and scalable Podio CRM system, featuring: seller lead management with inbound SMS and call tracking, automated follow ups and task assignment with smart reminders, appointment scheduling and call logging system, deal pipeline from lead to contract to disposition, and buyer database with email and SMS blast integration. The platform will ensure role based access, clean dashboards, and smooth integrations with REI Reply and smrtphone. I specialize in Podio CRM customization, workflow automation, real estate pipeline structuring, and third party integrations with focus on usability, automation, and performance. My focus will be on building a simple and efficient CRM workflow that improves team productivity and deal tracking while keeping the system easy to manage. Let’s connect to review your current Podio workspace, existing apps, and integration requirements so we can plan the upgrade and implementation timeline. Best regards, Nikita Gupta.

@Mayanks010

Hi there, You’re absolutely in the RIGHT PLACE. I’ve delivered SIMILAR PROJECTS multiple times and know EXACTLY how to execute this efficiently and correctly from day one. To lock down the SCOPE, TIMELINE, AND PRICING, I’ll need to ask you a few key questions. Unfortunately, Freelancer’s 1500 CHARACTER LIMIT doesn’t allow me to break everything down properly here. Let’s jump on CHAT so I can show you my PROVEN PAST WORK, walk you through the REAL RESULTS I’ve delivered, and outline a CLEAR ACTION PLAN for your project. You’ll immediately see why my approach is DIFFERENT and EFFECTIVE. If you’re serious about getting this done RIGHT, I’m ready to move forward. Looking forward to CONNECTING and WINNING TOGETHER. Cheers, Mayank Sahu

@Hussainferozi313

Hey there Hope the weather nice in United States I am interested working on your project Podio CRM Expert Needed – Wholesale Real Estate (Full System Setup) I’ve reviewed your CRM project requirements and it aligns well with my experience in building structured, scalable systems. I understand that a CRM isn’t just about features it needs to be reliable, user-friendly, and optimized for real workflow efficiency. Let us speak over the chat and discuss the details of the project. I deliver high-quality work that aligns perfectly with your goals and stays within budget. Best Regards, Hussain

@codingnbranding

Having built a versatile range of customized CRM systems for various industries, I bring over 8 years of professional experience as a Full-Stack Developer to the table. While my expertise is extensive, I have specific experience in real estate CRM builds, making me well-positioned to handle the demands and intricacies of your wholesale real estate project. In fact, I am preparing a Loom/video walkthrough illustrating an example of a Podio CRM system I built that is highly applicable to your needs. Drawing from my vast experience in building clean, scalable systems, I understand the importance of simplicity in enabling effective system usage by your team. I take a comprehensive approach to implementation which involves not just execution but also strategy and improvement. From automations to pipeline structuring, conversion optimization to integrating missed features, you can rely on me for valuable suggestions backed by numbers and past success. Regards