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

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

I’m looking for a Podio expert to upgrade a complete CRM system for my wholesale real estate business.

This is NOT a basic setup — I need a clean, scalable system that my team can actually use daily.

The CRM must handle:

Seller lead management (inbound + SMS + calls)
Follow-ups, tasks, and appointment scheduling (Calendar)
Deal pipeline (from lead → contract → disposition)
Disposition (buyers, deals)
Team management (VA’s, acquisitions)
(Using smrtphone plugin)

Core Requirements
1. Lead Management System

2. Follow-Ups & Task System
Smart follow-up reminders (daily/weekly)
Task assignment per team member
Notifications

3. Appointments & Call Tracking
Appointment scheduling system
Track calls, notes, outcomes
Easy logging for VA’s / acquisition managers

4. Deal Pipeline

5. Team Management
Permissions (who sees what)
Simple dashboards per role
Performance Track

6. Disposition System
Buyer database
Match deals to buyers
Email/SMS blast system

Integrations (Important)
REI Reply (SMS system)
smrtphone


I Also Want Your Input (Very Important)
I don’t just want execution — I want strategy + improvements.

Please suggest:

Automations I should add
Better pipeline structure
Ways to increase conversion
Missed features I should include
Bonus (Big Advantage)

Experience with:

Wholesale real estate CRM builds


Please include:

Examples of Podio CRM systems you built (real estate preferred)
Loom/video walkthrough (if possible)
Your approach to keeping the system SIMPLE
Suggestions you already have for my system
Budget


Advance:
KPI dashboards
Call tracking attribution
Advanced automations
AI integrations


Follow-up sequences (auto tasks for 30–60 days)
Missed call → auto task + SMS trigger
Daily dashboard (calls, leads, appointments, contracts)
VA performance tracking