Podio-powered Real Estate+Construction CRM Creation
Budget: $250 – $750 USD
Title:
Set Up Real Estate + Construction CRM in Podio with SMS, Calling, Email & Task Automation
Description:
Hi there,
I’m looking for a skilled Podio expert (or Podio + Globiflow/Make.com specialist) to help build out a custom CRM for my real estate and construction business, Property Advisors.
What I Need:
I need a fully integrated Podio system that handles:
Seller and Buyer CRM (with lead tagging, stages, and follow-ups)
Construction Project Tracking (phases, timelines, contractor task management)
Task & Appointment Automation (automated reminders, status-based task creation)
Power Dialer Integration (e.g., smrtPhone, JustCall, Kixie, or similar)
SMS + Email Campaign Integration (using Twilio, Sakari, SendGrid, or similar)
Automated workflows (using Globiflow or Make.com)
Dashboard for KPIs and pipeline tracking
Key Features:
Auto-create tasks and reminders when leads change stages
Capture and store call/SMS history in each Podio contact
Assign project tasks by contractor or project phase
Simple dashboard to view current deals and construction timelines
Integration with Google Calendar and Gmail for scheduling
Ideal Experience:
Proven Podio CRM setups (especially for real estate or construction)
Workflow automation using Globiflow or Make
Familiarity with SMS/call tools (smrtPhone, Twilio, JustCall, etc.)
Understanding of real estate lead pipelines and project/task management
Bonus: Experience working with batch leads, skip tracing tools, or Zapier
Deliverables:
Functional and branded Podio workspace(s)
Workflow automations with documentation
Integration with third-party tools
Optional: Tutorial or training for my team
Set Up Real Estate + Construction CRM in Podio with SMS, Calling, Email & Task Automation
Description:
Hi there,
I’m looking for a skilled Podio expert (or Podio + Globiflow/Make.com specialist) to help build out a custom CRM for my real estate and construction business, Property Advisors.
What I Need:
I need a fully integrated Podio system that handles:
Seller and Buyer CRM (with lead tagging, stages, and follow-ups)
Construction Project Tracking (phases, timelines, contractor task management)
Task & Appointment Automation (automated reminders, status-based task creation)
Power Dialer Integration (e.g., smrtPhone, JustCall, Kixie, or similar)
SMS + Email Campaign Integration (using Twilio, Sakari, SendGrid, or similar)
Automated workflows (using Globiflow or Make.com)
Dashboard for KPIs and pipeline tracking
Key Features:
Auto-create tasks and reminders when leads change stages
Capture and store call/SMS history in each Podio contact
Assign project tasks by contractor or project phase
Simple dashboard to view current deals and construction timelines
Integration with Google Calendar and Gmail for scheduling
Ideal Experience:
Proven Podio CRM setups (especially for real estate or construction)
Workflow automation using Globiflow or Make
Familiarity with SMS/call tools (smrtPhone, Twilio, JustCall, etc.)
Understanding of real estate lead pipelines and project/task management
Bonus: Experience working with batch leads, skip tracing tools, or Zapier
Deliverables:
Functional and branded Podio workspace(s)
Workflow automations with documentation
Integration with third-party tools
Optional: Tutorial or training for my team