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

Project ID: 40329656