REIFlow for Podio: Preview #2

Scott Costello All, Blog, Featured

Anyone who has used Podio knows that there is a learning curve when first getting started. This learning curve is much steeper then most other software systems because you basically have to develop your own system. Podio, at its core, is a development platform that makes it easy to create custom input forms and store that information in tables. If that was all Podio did, it wouldn’t require such a learning curve and wouldn’t be nearly as powerful. In my …

Podio – Send Out Offer Letters with 1 Click

Scott Costello All, Blog, Featured 23 Comments

I've been on the hunt for a good crm for my small business lately.  So my Podio experiment continues and this time I take on one of the scenarios that i mentioned in my post about creating custom Podio Apps.  One of my readers, Charles, asked if I could create a process that did the following... ...Automatically create and send an offer letter to my Real Estate Agent when I change the status of one of my leads to Make ...