Frequently Asked Questions
How is this different than other CRMs?
Simply put, we care about you doing deals and spending LESS time on your computer. InvestorFuse 2.0 functions more like a digital REI lead manager. It’s the easiest to use platform ever made for lead management, guiding your team intelligently through every action step. It’s impossible to mess up, and completely customizable to fit your team structure and do more deals with less confusion.
Do you offer support?
140%! One of the best, most caring teams in the business. Our support team is on hand every day, from 9am-5pm EST, to make sure you’re taken care of with real-time live chat INSIDE the app, email, and one-on-one training: Read these reviews
Do I need to pay for for Podio or other services?
Nope InvestorFuse 2.0 is built completely off of Podio, so requires no 3rd party tools. We recommend you use a separate phone system like Callrail. We can integrate with every call system and lead source that you may be using. Just shoot us an email to email@example.com if you have questions about integrations.
Can I add team members? How many?
Yes, as many as you want! Up to 5 included with membership (additional users are $25 a month). Up to 5 members can each be assigned to specific tasks for their role in your operation.
Will you help me switch from my current system?
Yes, we provide concierge transition and lead migration service to all new members, whether you’re coming from Podio or another CRM. We will migrate all of your old leads over on your behalf, route all of your lead sources into InvestorFuse 2.0 for you, and make sure you are taken care of for any additional customization you need to have your workspace exactly the way you need it.
When will I get in?
Since we sold out of our Prelaunch in May, we are onboarding everyone week by week until we can re-open to the community in Fall 2018. Click on the blue button at the top of the website and sign up above to be notified when we open up to the public. If you already paid for InvestorFuse 2.0 during the pre-launch, you should already be in touch with our team.
Is there a demo that shows the full system that I could watch?
Well of course! Check it out here…
Will I still need a phone system? Which ones should I use?
Great question! Yes you will need a phone system and we will work with you to ensure that all incoming calls come into your InvestorFuse 2.0 system automatically, and without duplicates 😀 While we support most major call tracking systems, we recommend CallRail. It works quite well with our system and is affordable at $30/mo for 10 numbers.
What about leads from websites like InvestorCarrot? Can those go into the system?
Absolutely! We’ll take care of getting all of your leads into the system during your onboarding. If you’re working with another website service, we’ll work with you and build a way to get your leads in there for you.
Is emailing and texting included?
Heck yes they are! You can email and text any of your sellers or buyers using followup sequences or by sending them a one-off message. No extra charge 😃
Do you also do our direct mail?
We do not do any lead generation. Our specialty is lead MANAGEMENT… You can use our sister app SendFuse to send a sequence of postcards to a single address if you’re out driving for dollars! Check it out here.
What if we use answering services like Patlive? How does that work?
Not a problem! You’ll have an InvestorFuse 2.0 Webform link to give your Patlive rep. They’ll fill it out like a regular online webform, and when they submit it, it will show up as a brand new Opportunity in your system.
What if we have multiple lead managers?
We’ve got you covered! You can put multiple team members into any job role. Even custom roles 😉 You have the option to have your new opportunities come in round robin and automatically give each member an equal amount of opportunities to work. You can easily see who is the opportunity owner so no confusion at all!
Can I be texted if a new opportunity comes in?
Yup. You can choose to have either an email or text notifying you when a new opportunity is created, you’re assigned an action, a seller texts back in, and a myriad of other situations! You can even choose to have it notify you every time something happens or once a day if you prefer. There’s no excuse now for missing an opportunity coming in.
Will my system automatically update when you make changes?
Yes! As we improve the system over time and add additional features/integrations, we will push these changes out into your workspace on your behalf. And no, it won’t affect any of the changes you made in your system.
What if I am in multiple markets?
There will be an additional charge of $49/month for every separate workspace you need, so long as each workspace is tied directly to your business and not separate businesses.
Can I keep my employees from seeing my cash buyers?
You can 100% keep any of your team members from being able to access your cash buyers list. Don’t worry about any of them sneaking off with your list.