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REIFlow for Podio

A done for you lead management system

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App Contacts

Description

Your Lead Contact Rolodex. Linked to the Leads App, this is where REIFlow stores a lead’s contacts. Having a separate contacts app to handle this makes total sense because leads tend to have multiple contacts sometimes

Purpose

The purpose of this App is to act as your buyers list and keep all contact information and buyer preferences here.

Video/Gif demonstration

Fields

Here is the list of fields that are created with this app.  There are a variety of fields from simple text input fields to selection (category) fields.  System and navigational fields not included

Field Type Description Category Options
Full Name calculation  A concatination of First Name and Last Name fields
First Name text  Contact’s First Name
Last Name text  Contact’s Last Name
Email email  Contact’s Email Addresses
Phone phone  Contact’s Phone Numbers
Mailing Address text  Contact’s mailing address
Type category  Type of contact  Property; Personal;
Who is this? category  Who is this contact  Owner; Executor; Attorney; Realtor; Title Company; Inspector; Other;
Notes text  Additional notes for this contact

Automations

Automations are processes that are triggered by an action (add new item or change a value) that occurs within an app. These automations are performed by REIFlow’s webservice by leveraging the Podio API and Webhook technologies.  Globiflow or other similar services are not used in any way.

Contact Created

-none-

Contact Updated

– none –

Views

Views in Podio are predefined data filters that allow you to quickly see a list of items grouped and ordered in certain ways.  REIFlow installs a package of views for each App.

All Contacts: Shows Full Name, Who is this, Type, Email and Phone for all of your contacts

Type: Shows Full Name, Who is this, Type, Email and Phone for all contacts with selected type

Who is this?: Shows Full Name, Who is this, Type, Email and Phone for all contacts with selected Who is this?

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Contact Us

605 Brook Hollow Dr
Whippany, NJ 07981

555-555-1234

About Us

REIFlow is a Podio Solution for Real Estate Investors to help manage their leads and automate the flow. Learn More

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