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    rei crm

    Explore " rei crm" with insightful episodes like "Episode 8 - Tech Chat: Alex Parge", "Episode 7 - Investor Chat: Brandin Pettersen", "Episode 2 - CRM chat with Stephanie Betters from Left Main REI", "Episode 1 - Investor chat: Terry Thayer Talks Tech" and "Season 4, Episode 13 - Podio as a Real Estate CRM Powerhouse" from podcasts like ""That Real Estate Tech Guy", "That Real Estate Tech Guy", "That Real Estate Tech Guy", "That Real Estate Tech Guy" and "Supercharged! with Jordan Samuel Fleming"" and more!

    Episodes (5)

    Episode 8 - Tech Chat: Alex Parge

    Episode 8 - Tech Chat: Alex Parge

    Jordan Fleming joins the founder of REIvolution (and smrtPhone CFO!) Alex Parge for a chat about CRMs, the importance of visualizing your data, and how to thoughtfully calculate marketing ROI. Alex’s passion for data led to the creation of REIvolution, the first all-in-one data-driven platform that empowers real estate investors to scale their business. Alex notes that REIvolution is “more than a CRM, it’s a way to bring all the data and communication into only one place.” 

    Jordan and Alex discuss the magic of data, and how to use reverse engineering to go beyond how many leads you need to reach your goals to understand the hidden efficiency of a marketing channel and unlock true ROI. What may feel like guesswork to a new entrepreneur can actually be predictable equations if you have the right CRM and use data to your advantage. 

    Alex explains how pre-set drip sequences can help you follow up with clients in a methodical way, without putting in a ton of effort. 

    Don’t let the math and science of it all intimidate you – it’s clear throughout the episode that Alex has put in the work behind the scenes of REIvolution so that their customers don’t have to. Listen in for more info on ROI, Data Visualization and a shocking twist for a tech podcast: print is alive and well! Plus: Jordan’s Fast Five for quick tips on how to build your real estate biz. 

    About TRETG 

    That Real Estate Tech Guy is the only podcast focused on helping Real Estate Investors make better technology decisions to close more deals and make more money. It is your weekly chance to explore how technology can help your real estate business explode. Informed by decades of REI and technology experience, Jordan gets into the details with seasoned tech and real estate industry leaders to bring you the lessons you need to get ahead. Learn from guest successes and failures, get the inside scoop on the next big trends, and always walk away with actionable ideas to build faster, better, and more profitably.

    Interested in being a guest? Head to thatrealestatetechguy.com and let us know!

    For more information about smrtPhone, the only all-in-one CRM phone system, check out: https://www.smrtphone.io

    About Alex Parge & REIvolution 

    Alexandru Parge is the founder of REIvolution as well as the CFO of smrtPhone. He has a passion for numbers and making things work in Podio. He's helped to drive the creation of the smrtStudio organization. A self-professed numbers geek, he's happiest when sitting in front of a big performance dashboard that shows all green.

    REIvolution is a data-driven platform that empowers you to scale your real estate investment business. With REIvolution you get the best lead management system and make sure there are no leads left behind, to not just meet but exceed your goals.The entire investment process from the beginning to the end happens in the same place: lead generation, appointment creation, automatic text and email follow up, closing the contract, rehab the property and in the end sell it. On top of that, the dashboard offers you real time overview of your business and your team activity enabling you to make the quick, well-informed decisions, wherever you are.

    For more information check out:
    www.reivolution.io

    Find Alex on Linkedin: https://www.linkedin.com/in/alexandruparge/

    Episode 7 - Investor Chat: Brandin Pettersen

    Episode 7 - Investor Chat: Brandin Pettersen

    This week on That Real Estate Tech Guy, host Jordan Samuel Fleming talks with real estate investor Brandin Pettersen, owner of RealOvative Realty. An added bonus? His perspective is technologically informed, as he’s the co-founder of REI Op-Center, a database tool for REI organization. 

    Brandin’s journey to a tech-based REI business started the old-fashioned way with cell phones and Excel files, but he’s now much more comfortable with a customized CRM – InvestorFuse IF3 and smrtPhone. 


    “I see a lot of guys still using their personal cell phones for business and I don't understand it.” 


    Any real estate investor knows that no matter how seamless your processes are, or how organized you become, deals aren’t closing without solid leads. So as the conversation pivots towards the importance of clean data, Brandin shares his exciting new database tool, REI Op-Center. Users submit raw data and pinpoint where the most leads,deals and contracts are coming from. Brandin emphasizes the importance of simply understanding your data. 


    “Whether you have a big platform like REI Op-Center, or you're just in Excel, it is important that you have somebody on your team who’s able to figure out what deals you got, where they came from, what list source they came from, what skip source you use, what month you pulled it and how many times you've pulled it to know where you should be putting more of your money.” 

    Brandin sings the praises of having a dedicated data analyst on his team, as well as points out when it’s best for entrepreneurs - or solopreneuers – to recognize when to put the Superman cape down and stop trying to do everything yourself. He emphases that “if you don't have a system to find a person, find a who to help you with the how. Who not how.” 

    Jordan rounds out the episode with the Fast Five to give you quick tips on how to grow your real estate business and learn what’s most important to Brandin’s tech stack!


    About Brandin
    Brandin Pettersen has been in the real estate business for over 12 years, is the owner of RealOvative Realty and co-founder of REI Op-Center. He started off as a deal analyzer, then real estate agent, then wholesaler and flipper. He's done it all, ridden several economic cycles, and now focuses on building an incredible remote team of rockstars.

    Find Brendin on Linkedin: https://www.linkedin.com/in/mrrealovative/

    Find Brendin on Instagram: https://www.instagram.com/mr.realovative

    Let's Talk Real Estate and Stuff Website: https://letstalkrealestate.tv/


     

    About That Real Estate Tech Guy Podcast
    That Real Estate Tech Guy is the only podcast focused on helping Real Estate Investors make better technology decisions to close more deals and make more money. It is your weekly chance to explore how technology can help your real estate business explode. Informed by decades of REI and technology experience, Jordan gets into the details with seasoned tech and real estate industry leaders to bring you the lessons you need to get ahead. Learn from guest successes and failures, get the inside scoop on the next big trends, and always walk away with actionable ideas to build faster, better, and more profitably.


    Episode 2 - CRM chat with Stephanie Betters from Left Main REI

    Episode 2 - CRM chat with Stephanie Betters from Left Main REI

    In this episode, host Jordan Samuel Fleming talks with Stephanie Betters, CEO of Left Main REI. Stephanie brings an interesting perspective as both a technology leader and a successful investor herself. In fact, the vision and design for her Left Main CRM product comes from trying to solve needs she had her investing business, Better Path Homes, for better data management and forecasting.

    "I don't think that you need to swallow the whole apple in one bite. You just need to take one little step towards organization at a time." - Stephanie Betters

    A lot of people use the term "CRM" but Jordan has a suspicion that a lot of real estate investors don't know exactly what it is, how it works, or what it can do for your business.  Stephanie helps break it down, including sharing when is the right time for a real estate professional to invest in higher powered tech tools.  The right CRM isn't just about data management, it's bringing together the people and the processes around the data to ensure you are in full control of your business where it matters most.

    Stephanie discusses her own journey from manual processes to automation and the insights about her business it revealed (including the number of touches it actually takes to reach a contact. Any guesses? Listen to find out if you're right!)  Plus, Jordan takes Stephanie through the  "Fast Five" questions to give you the quick tips and advice you need to grow your real estate investing business.

    Stephanie and Jordan will be meeting up at TAB Retreat  Sept 24-Oct 1, 2022. Join them! Use code SMRTPHONE for $500 off.  https://products.tabtribe.com/tab-retreat

    About Stephanie Betters
    Stephanie Betters is the co-founder of Better Path Homes, a single-family residential wholesaling and new build company in Charlotte, NC. She is also the founder of Left Main REI, a CRM for Real Estate Investors via a partnership with Salesforce. She is a recently retired Cardiothoracic Surgery Nurse Practitioner. She believes that her background in Medicine has been the key to her success in the business arena. Everything boils down to taking care of people and helping to solve their problems, and this is Stephanie’s favorite thing to do. She is a proud wife to Zachary Betters who is also a co-founder of Better Path Homes, and an even prouder mother to their three beautiful children. The Betters family enjoys being outside together, traveling, reading, running, and the company of close family & friends.

    Check out Left Main REI at https://leftmainrei.co/

    You can find Stephanie on Instagram @stephbetters

    About That Real Estate Tech Guy Podcast
    That Real Estate Tech Guy is the only podcast focused on helping Real Estate Investors make better technology decisions to close more deals and make more money. It is your weekly chance to explore how technology can help your real estate business explode. Informed by decades of REI and technology experience, Jordan gets into the details with seasoned tech and real estate industry leaders to bring you the lessons you need to get ahead. Learn from guest successes and failures, get the inside scoop on the next big trends, and always walk away with actionable ideas to build faster, better, and more profitably.

    Interested in being a guest? Head to thatrealestatetechguy.com and let us know!

    For more information about smrtPhone, the only all-in-one CRM phone system. check out https://www.smrtphone.io

    Episode 1 - Investor chat: Terry Thayer Talks Tech

    Episode 1 - Investor chat: Terry Thayer Talks Tech

    Welcome to Episode 1 with real estate investor, business coach, and e-commerce automation expert Terry Thayer.

    In the podcast's inaugural episode, Terry and Jordan discuss the main purpose of technology in a real estate business: data. Not just how you collect it, but how you use it to better understand your business and accelerate growth.

    "There's so much data you can collect by using the right technology. And that's how you truly grow a business - through data, KPIs, knowing what works, and what doesn't." - Terry Thayer

    Skip tracing data to find the right contact. Comp tools to help you shape your deals. Team performance data to train individuals to improve. CRM systems to bring it all the data together and provide a collaboration space so everyone is working from the same data... they cover it all! 

    Plus, Jordan and Terry talk about Terry's journey from manual systems to automation, the importance of following up (and how the right technology can support it), and how to manage a virtual team to make better human connections. Plus, Jordan grills Terry on the "Fast Five" questions to give you the quick tips and advice you need to grow your real estate investing business.

    To meet Jordan and Terry in person, sign up for TAB Retreat - Sept 24-Oct 1, 2022. Use code SMRTPHONE for $500 off.  https://products.tabtribe.com/tab-retreat


    About Terry Thayer
    Terry has had an entrepreneurial spirit since he was in elementary school, selling anything he could. He started his career as a Carpenter and then in 1997, he opened his first business as a contractor. In 2002, he became a real estate investor and has been in love with the industry ever since. Up until 2012, Terry always did things "the hard way"; that's when he discovered the power of mentorship and financial education. Terry spent hundreds of thousands of dollars on coaches who taught him the importance of delegation and systems. To this day, he continues to invest sizable amounts of his own money on personal development for his family, his team and himself. Of the five 7 & 8 figure businesses he owns, he works less than 5 hours a week total in the businesses. Not because he's "lazy", but because he is so efficient that any more time spent in the office would be wasteful. Most of his time is spent coaching his team to be better, coaching other entrepreneurs how to avoid the mistakes he's made over the years, strategizing and looking for his next big opportunity. Terry specializes in earning more money in less time, and he's ready to share his secrets with the world.

    Find out more at terrythayerii.com or follow him on Instagram at @terrythayerii


    About That Real Estate Tech Guy Podcast
    That Real Estate Tech Guy is the only podcast focused on helping Real Estate Investors make better technology decisions to close more deals and make more money. It is your weekly chance to explore how technology can help your real estate business explode. Informed by decades of REI and technology experience, Jordan gets into the details with seasoned tech and real estate industry leaders to bring you the lessons you need to get ahead. Learn from guest successes and failures, get the inside scoop on the next big trends, and always walk away with actionable ideas to build faster, better, and more profitably.

    Interested in being a guest? Head to thatrealestatetechguy.com and let us know!

    Season 4, Episode 13 - Podio as a Real Estate CRM Powerhouse

    Season 4, Episode 13 - Podio as a Real Estate CRM Powerhouse

    Podio has been known as a powerhouse Real Estate Investor CRM for years, and in this amazing episode we're joined by the founders of three top Podio-based Real Estate CRMS: Jordan Fleming (our host) from AssignForce, Alexandru Parge from REIvolution and Damien Ruggieri from DealPro.

    If you're in Real Estate - this is a must listen episode as the three seasoned Podio veterans dive into some of the challenges they see Investors facing (and how they address them in the CRMs) and what really makes Podio such a powerful tool for Real Estate Investors. If you've ever wondered why Podio has such a presence in the Real Estate community - this episode will let you dive into the behind the scenes of the three CRMs and look deeper into the power of Podio as it's leveraged for the real estate CRM needs.

    Show Links:

    AssignForce Real Estate CRM & Support System: Get FREE handholding onboading, data migration and setup (worth $1000.00) when you sign up to AssignForce and use the code SUPERCHARGED at  https://form.jotform.com/203242496093051

    REIvolution: Get 50%OFF for 3 MONTHS. Use promotion code: RECHARGED at https://reivolution.io/

    DealPro: Get 1 Month free + the cost of users for any new Deal Pro DocuSign Bundle. Use offer code: Deal Pro Sign Up at https://reisolutions.org/reishop/

    Try out smrtPhone for free for 30 Days - http://bit.ly/smrtPhone-supercharged
    Want to be on the show? Register Now -
    https://www.wearegamechangers.com/en/podcast/ 

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