Welcome to StreamlineREI Salesforce CRM!
Keep Track of Your Marketing Efforts With Our
Multi-Channel Lead Management CRM Solution
Nowadays, marketing efforts are not restricted to a single channel. Instead, businesses have to rely on multiple channels to reach out to their target audience effectively. With a Multi-Channel CRM Solution, you can capture and track leads from various sources in a single location.
Why not Step into the Revolution of Real Estate Investment With StreamlineREI Salesforce CRM?
Our intuitive and potent wholesaler CRM is designed to help you succeed in the competitive world of real estate investing, and our team provides exceptional customer support to ensure your success.
Stop Searching, Start Generating and Processing Leads With StreamlineREI
Searching for ways to generate leads? Stop searching, start generating! with StreamlineREI Marketing and Lead Generation Services.
StreamlineREI CRM Assist you Converting Leads into Deals
Here are some of the key features and benefits of StreamlineREI CRM
Lead Management
Our platform offers integrated features that allow you to effortlessly gather fresh leads from prospective sellers. Capture leads through various channels such as lead forms, text messages, inbound calls, and many other options.
Click2Call and Multi-line Dialer
Our CRM seamlessly integrates with smrtPhone, offering Click2Call & Multi-line auto follow up campaigns. Enjoy benefits like buying new phone numbers, IVR prompts, call flows, call tracking, and many other features.
Automated Workflows
Our revolutionary system provides real estate investors with an unparalleled automatic lead follow-up tool. Take control of your leads and unleash the power of our advanced system.
KPIs and Deal Tracker
With our pipeline feature, you can conveniently track each REI lead and their progress in your deal closing steps, enabling you to prioritize and increase your deal closure rate.
Let’s Analyze the Features of Salesforce CRM
| Features | Features |
| Lead Capture Webform | Customization Retainer Plans |
| Auto Lead Assignments | Third Party Integrations |
| Robust Lead Management | Technical Support |
| Follow Ups & Reminders | Weekly Live Q/A Session |
| Click2Call via smartphone | Private Facebook Community |
| Multi-line Dialer Follow ups | Data Import/Export |
| Phone Number Tracking | Lead Capture Webform |
| Process Call Tracking | Online Training Vault |
| Acq & Dispo Call Tracking | Adv. KPI Dashboards |
| Basic KPI Dashboard | Manage Access to Reports |
| Drip Sequences | Stable Environment |
Podio Vs Salesforce Platform Comparison
Which Platform is Right for Your Business?
Both Podio and Salesforce offer a range of powerful features to help real estate investors manage their leads, business processes and close more deals. The choice between these platforms ultimately depends on the specific needs and preferences of the business.
Podio
- Cheaper in cost to manager. Less per user cost.
- Customizable workspaces: Podio allows you to create customizable workspaces that fit your specific business needs.
- Task management: Podio offers a comprehensive task management system that allows you to assign tasks to team members, set deadlines, and track progress.
- Communication tools: Podio offers a range of communication tools, including chat, comments, and direct messages, to help team members collaborate effectively.
- Customizable forms: Podio allows you to create custom forms to capture leads and other data.
- Reporting and analytics: Podio is limited in reporting capabilities and doesn’t offer analytics tools to help you analyze data and make informed decisions.
Salesforce
- Robust CRM capabilities: Salesforce is industry leading CRM platform that offers a range of features to manage leads, track deals, and build customer relationships.
- Sales forecasting: Salesforce offers a range of tools to help you forecast sales and track progress towards revenue goals.
- Marketing automation: Salesforce offers a range of marketing automation tools to help you generate leads, nurture prospects, and close more deals.
- Customizable dashboards and reports: Salesforce allows you to create custom dashboards and reports to track performance and identify areas for improvement.
- App exchange: Salesforce offers an extensive app exchange with a range of third-party apps to extend the platform’s capabilities.
Want To Maximize Your Real Estate Wholesaling Profits?
Switch to StreamlineREI CRM on Podio or Salesforce
ALL-IN-ONE SOFTWARE
StreamlineREI is the #1 Choice Of Real Estate Investors When Looking for an All-in-One Solution
Efficiently Communicate, Manage, and Follow-Up with Motivated Leads – All Within a Single, User-Friendly Program. Cut your costs significantly and no longer rely on other programs with StreamlineREI CRM – save hundreds of dollars while streamlining your workflow!
Email Based Technical Support is not only efficient but also provides help regarding specific problems with Our CRM, product, or service. You can always track your ticket status.
CLIENT REVIEWS
Feedback From Our
Valued Clients
Standard Plans for SMEs and Custom Solutions
For Large En terprises
Basic Plan
Standard Options & Reporting With Podio CRM $ 800/ one-time
- New Leads Via Webform
- Seller Leads Management
- Contacts Management
- Schedule Follow ups
- Do Follow-ups using smrtPhone
- SmrtPhone Calls Integrations
- SmrtPhone Calls and Text Logs
100% Privacy. We Will Never Spam You
Standard Plan
Standard Options & Reporting With Podio CRM $ 1,500/ one-time
- New Leads Via Webform
- New Leads from Website
- Seller Leads Management
- Contacts Management
- Leads Assignment Rules
- Lead And Callbacks Notifications
- Schedule Follow ups
100% Privacy. We Will Never Spam You
Professional-Plan
Standard Options & Reporting With Podio CRM $ 2000/ one-time
- New Leads Via Webform
- New Leads from Website
- New Leads from Batch Leads
- Seller Leads Management
- Contacts Management
- Leads Assignment Rules
- Lead And Callback Notifications
100% Privacy. We Will Never Spam You
Professional Plan
Deep insights & Reporting With Salesforce CRM $ 4,000/ one-time
- Best in Class CRM
- Dealflow Pipeline
- Integrated Phone Dialer
- IVR Phone System
- Drag & Drop Website
- Mobile App
- Call Tracking
100% Privacy. We Will Never Spam You
NEED HELP? WE GOT YOU COVERED!
FREQUENTLY ASKED QUESTIONS
If you choose not to renew your Salesforce subscription, your access to StreamlineREI Salesforce CRM will be revoked. Since StreamlineREI CRM is dependent on the Salesforce platform, an active Salesforce subscription is essential to maintain access and utilize the CRM’s functionalities.
After receiving the payment, it typically takes 5 to 10 business days to set up the StrealineREI CRM system for you. Once the setup is complete, our dedicated tech support team will provide you in-depth onboarding sessions. These sessions are designed to guide you through the features and functionalities of the CRM, ensuring that you have a comprehensive understanding of how to use it effectively for your business needs.
No, we do not offer any refunds. Once a subscription is purchased, it is non-refundable.
We offer extensive onboarding, training and Q&A sessions after the system is handed over to the clients. We do have a training vault where you can login and watch recordings. our tech support team is also available to answer your questions via tickets.
We offer only one version of StreamlineREI CRM in Salesforce. Salesforce is a world leader in CRM solutions offering strong data security, high availability, reliability and a wide range of integration, reporting and dashboard options. Our solution is recommended for real estate businesses who wants an advance level CRM system, conscious about data security, wants to have restricted access for specific roles and take advantage of its powerful KPIs and dashboards capabilities.
Yes! The system is easy to use, and we provide comprehensive onboarding trainings that covers every aspect of the CRM. We also assign you an onboarding specialist to guide you through any process or problems you may encounter during onboarding.
Absolutely! Our CRM can easily be connected with Zapier or similar tools that you are currently utilizing. You will have limitless possibilities at your fingertips.
We have multiple versions available and you get what you pay for. We offer 30 days free onboarding and training support. After 30 days, a client has to subscribe to one of our three yearly tech support plans (BASIC, PLUS and ADVANCE).
We also offer retainer plans to support on-going enhancements or customizations. Contact sales@crecentech.com to get details about our tech support and customization retainer plans.
NEED HELP? WE GOT YOU COVERED!
FAQS
To make StreamlineREI CRM affordable to all, we are offering three Podio versions. 1) BASIC covers your basic CRM needs and ideal for newbies. It is connected to smrtPhone. 2) STANDARD is recommended for small teams including Follow up specialists and closers. It is connected with smrtPhone and smrtDialer to make best use of it. 3) PROFESSIONAL is full version with automated acquisition and disposition processes, drip sequences and KPI dashboards.
After receiving the payment, it typically takes 5 to 10 business days to set up the StrealineREI CRM system for you. Once the setup is complete, our dedicated tech support team will provide you in-depth onboarding sessions. These sessions are designed to guide you through the features and functionalities of the CRM, ensuring that you have a comprehensive understanding of how to use it effectively for your business needs.
No, we do not offer any refunds. Once a subscription is purchased, it is non-refundable.
We offer extensive onboarding, training and Q&A sessions after the system is handed over to the clients. We do have a training vault where you can login and watch recordings. our tech support team is also available to answer your questions via tickets.
We offer only one version of StreamlineREI CRM in Salesforce. Salesforce is a world leader in CRM solutions offering strong data security, high availability, reliability and a wide range of integration, reporting and dashboard options. Our solution is recommended for real estate businesses who wants an advance level CRM system, conscious about data security, wants to have restricted access for specific roles and take advantage of its powerful KPIs and dashboards capabilities.
Yes! The system is easy to use, and we provide comprehensive onboarding trainings that covers every aspect of the CRM. We also assign you an onboarding specialist to guide you through any process or problems you may encounter during onboarding.
Absolutely! Our CRM can easily be connected with Zapier or similar tools that you are currently utilizing. You will have limitless possibilities at your fingertips.
We have multiple versions available and you get what you pay for. We offer 30 days free onboarding and training support. After 30 days, a client has to subscribe to one of our three yearly tech support plans (BASIC, PLUS and ADVANCE).
We also offer retainer plans to support on-going enhancements or customizations. Contact sales@crecentech.com to get details about our tech support and customization retainer plans.
