“Are you looking to buy a new car completely, or just get some sweet upgrades on your current one?” – Carson Young, Podio Consultant
If you’re reading this, you’ve probably heard about Podio, the drag-and-drop CRM interface that is fully customizable to fit the specific way you do deals.
The problem is, you have to actually build the thing, thinking hard about each piece of your operational puzzle, your team, and then translating that into an “app” structure on the Podio system.
Then, you need to hack away at the myriad of 3rd party automation tools necessary to “bring Podio to life.”
Without these automations, the software is simply a manual repository for data, and it’s not providing the solution you need to capitalize on all of your leads.
If you aren’t tech savvy, or are simply too busy doing deals to do anything technical, you’ve got options. Read on…
InvestorFuse is lead management software that’s built on top of Podio. You’re currently on our company blog 🙂
It’s a membership to a fully built, integrated, and automated Podio workspace that retains the flexibility of a normal Podio workspace.
Besides a basic call tracking service like Callrail, no other tools are required. The functionality of multiple separate services are all wrapped into the monthly or annual plans of our product, along with a dedicated account manager, support team, and constant updates.
Think software, but built on Podio.
Since the launch of the InvestorFuse product in 2016, there’s been an influx of other investors and Podio ninjas offering to “install” their custom Podio setups for other investors as a one-off, one-time fee setup OR as an ongoing customization service.
Before InvestorFuse, I offered this same consulting service, manually installing Podio apps and integrating separate tools for over 350 investors with the RealAutomation service.
I switched to InvestorFuse in early 2016 in order to build a more scalable solution for the investment community.
Based on this accumulated knowledge, I will present all of this information as factual and will accurately represent the differences between the two options without any bias. If this comes off as inaccurate to any Podio consultants out there, please email firstname.lastname@example.org and I’ll happily adjust.
Working with Podio consultants is a key part of our infrastructure and presents a very symbiotic relationship to help specific companies.
To get a list of our favorite Podio consultants, send an email to Info@investorfuse.com
For certain investing operations, hiring a professional Podio consultant or business process and systems architect may be a great fit. I will highlight the differences between the services a consultant can provide vs. the InvestorFuse product.
The key underlying difference between hiring a consultant to build your internal systems vs. signing up for InvestorFuse is the simple premise of buying into a service vs. buying a software product.
Like most consulting models, a service implies paying someone for their time. An offshoot of this is a “Productized Service” which we’ll get to shortly.
A software product implies paying for a standalone entity that evolves and improves over time.
In the Podio realm, you can hire specialized consultants to work with you 1-on-1 to setup your Podio workspace just how you like it for your particular business.
They are often individuals or small teams that you can work with in one of two ways:
One-Time Fee Setups: The consultant will manually recreate a standardized setup onto your Podio account and integrate all relevant tools separately.
Although it’s a service, it is often marketed as a product or solution. This is called a “Productized” Service because it’s marketed as if it’s a standalone product so you’ll understand the specific value it can provide.
Hourly Fee: The consultant will charge you hourly for the work required to turn your vision into a working Podio workspace. This is most common for investors needing a highly customized solution for a specific niche process or exit strategy.
These are all awesome tools, you’ll just need to be aware that you’ll have to login to these to make changes to the operation of your workspace, or have your consultant do this.
If you go this route, hopefully you have an IT person on your team to act as liaison between you and your consultant, as it will be a fair amount of back and forth communication.
InvestorFuse is just like the “Productized Service” described above, in that it is marketed as a solution to a specific business problem, which in our case is not losing track of your leads and automating followup.
The key difference: It’s actually standalone software. Let’s break that down into the pros and cons.
If it ain’t broke, don’t fix it.
It comes back to the quote at the top: “Are you looking to buy a new car completely, or just get some sweet upgrades on your current one?”
If you are very happy with how your current Podio/Globiflow system is working now and just want some added custom features, then you may be better off hiring a Podio expert to do these custom projects for you.
If you find that your current lead management system (whether you’re on Podio or any other platform) is totally unorganized and not automated, or you feel it’s not utilizing all the cool technology you know you need, a product like InvestorFuse is your best bet.
Remember, we’re talking about Lead Management here, which is the common denominator to ALL real estate investing exit strategies.
Leads In> Deals Out
Get your lead management system in place, and as long as you feed it with leads, you’ll have a much higher close rate and life will be much better. This is what InvestorFuse specializes in.
For anything OUTSIDE of the scope of lead management, like different exit strategies or other business models, hire a consultant to help you get a rockin’ system set up!
If you feel more connection to the possibilities of a totally customized system (and can afford it) then hiring a consultant is your best move.
That’s why we love what Podio can provide. It’s the train tracks of execution to the fulfillment of your company’s day-to-day revenue generating activities.
You can either pay for a service to help you build those train tracks from scratch, or buy a set of train tracks that’s ready to go with minimal friction and cost. It’s up to you!
We’ve worked with a handful of rockstar consultants that are easy to work with and highly specialized in Podio, real estate, and business system architecture. Fill in your email below and
To get a list of our favorite Podio consultants, send an email to Info@investorfuse.com and we’ll send you a list of some of our trusted favorites.
Cheers to your success!
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