Make Calls and Send Texts in Podio using smrtPhone

Scott Costello All, Blog, Podio, Tools, Tutorial 36 Comments

I love testing out new services and products that can greatly improve my productivity. Even better when I find one that can be integrated into Podio allowing me to manage more things in one spot. I found one of those recently called smrtPhone. Communicating with leads and keeping track of each touch is always a challenge. I mean you can send an email, call someone on the phone, text them, leave them a ringless voicemail or even send regular snail …

Cheating with ProcFu

Scott Costello Blog, Podio, Tools, Tutorial 2 Comments

If you have read any of my previous articles you know that I love me some Podio API.  However it is not something that your average Podio user can take advantage of.   Not even your advanced Podio users for that matter. The reason being is that it can only be leveraged by using other programming languages such as PHP and Ruby-on-Rails.  That is what I thought until I stumbled across a tool, created by the same person who developed GlobiFlow, called ProcFu! What …

Easily Backup App Data to MySQL Database

Scott Costello Blog, Podio, Tutorial 17 Comments

This will probably be one of the more challenging articles I have written.  The difficulty will be in guiding people through the different technologies in order to get this immensely useful functionality implemented for us Podio users. Being able to backup and access your Podio data for reporting, exporting and searching is invaluable.  These things are very difficult to do in Podio as your workspaces get more complicated with Apps linking to each other all over the place.  Plus the …

Podio: Preventing Duplicate Property Leads

Scott Costello Blog, Podio, Tutorial 5 Comments

One issue that does not really have a perfect solution is preventing duplicate leads in an app.  I run into this problem on occasion with leads that come from my websites.  Also from time to time from leads lists that I import.  In this article I’ll go over the possible solutions and the problems each one has.  Just Match the AddressThe concept of keeping duplicate leads out of your Podio App is simple one.  Any property with the same address as a …

Podio Thoughts After 3 Years

Scott Costello Blog, Podio 13 Comments

I have been using Podio for the better part of 3 years now. Not only have I setup Apps and Globiflow automations to help my real estate business, I’ve even developed a full blown lead management tool using the Podio API called REIFLOW. It has been a great learning experience getting to know everything Podio has to offer. The Crazy part is that there are still features of Podio that I have yet to touch. That just shows you how …

Globiflow is affordable for the small business again!

Scott Costello Blog, Featured, Podio 3 Comments

A pretty cool thing happened the other day...Podio (Citrix actually), listened to the complaints of it's users and brought back the lower level Globiflow plans. This is HUGE!! Ever since Podio become the exclusive re-seller of GlobiFlow back around January of 2016, the Podio user had to have a Premium Package with 5 user licenses just to get GlobiFlow. So you would have to pay a minimum of $125/mo to use GlobiFlow. I've left tons of messages trying to help ...

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 now exclusive Globiflow Reseller…Is that a Good Thing?

Scott Costello All, Blog, Featured 27 Comments

If you haven't signed up for Globiflow yet, then I've got some bad news for you...the price of entry just increased 12x!! That is because Podio has entered into agreement with Globi Corp, to be the exclusive reseller of Globiflow. My first reaction was one of excitement until I read what exactly this meant. Podio wasn't going to sell Globiflow subscriptions, but rather make it a part of their Podio Premium (& Business) 5+ user plans. There would be no ...

Podio – Direct Mail Campaigns

Scott Costello All, Blog, Featured 46 Comments

A question I get asked a lot is how do I manage my mailing campaigns in Podio. Up until recently I never had my campaigns in Podio as I still used SI Lead Manager to do all of that on my own computer. It never bothered me not having access to it over the web. The more and more I use Podio though, I realize that I'm missing out on not having a web based solution for my campaigns. One ...

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 ...

Podio – Creating Apps and Automating with GlobiFlow and Zapier

Scott Costello All, Blog, Featured 17 Comments

In my previous post I talked about my first impressions of Podio.  While I was a bit overwhelmed it was easy to see that Podio was a good option for managing your wholesale business. One of the big draws for using a system like Podio is how customizable it is. That is a great feature but it also can be a negative one if it creates to many complexities. After spending about 2 weeks figuring things out, I'm happy to say ...