Zoho Wholesale CRM

Let StreamlineREI Zoho CRM Solution manage your
buyers, sellers, and transactions!

Restricting yourself with traditional methods and legacy tools to manage your customers limits you. With established real estate business processes of StreamlineREI Zoho CRM, say goodbye to manual data entry, information silos, missing follow-ups, and a lack of effective team communication.

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Running a real estate business is hard; spreadsheets make it harder. Try StreamlineREI Zoho CRM today!

Exceptional customer support is possible only with intuitive StreamlineREI Zoho Real Estate CRM, your partner in the competitive real estate investing industry.

Automate Everything with Result-Driven Solutions Offered by StreamlineREI!

Answering customer queries, handling the leads, and publishing messages on social media are the tasks StreamlineREI simplifies.

StreamlineREI CRM Helps Real Estate Investors Close More Deals

Let us explore some key benefits you can get when using StreamlineREI Zoho CRM!

Property Management

Zoho Real Estate CRM comprehensively handles all property types. You have diverse listing options with field-based filters. Auto-suggest functionality and automated booking status updates ensure real-time accuracy and transparency

Lead & Sales Cycle Management

StreamlineREI Zoho CRM can automate tasks, capture leads collected from multiple channels, and assign leads efficiently to all relevant. It also helps manage visits, automate deal strategies, and track finances with correct optimization

Document & Transaction Management

Stay calm about organizing documents, cataloging inspection reports, storing visuals, and centralizing legal agreements. Streamlining invoicing, monitoring payment milestones, organizing banks, and managing loan details are under one roof

Performance Tracking

You have every performance indicator, including customizable dashboards, detailed custom reports, real-time tracking, predictive revenue insights, lead-centric reports, and sales pipeline-based reports according to your business needs

Top Features Zoho  CRM Offers!

Features Features
Comprehensive Property Management Financial Tracking
Diverse Listing Options Deal Stage Automation
Field-Based Filters Activity Automation
Intelligent Property Suggestions Payment Milestone Tracking
Automated Booking Status Invoicing Integration
Multi-Channel Lead Capture Comprehensive Loan Details
Automated Task Assignment Bank Details Management
Email and Call Automation Organized Customer Documents
Lead Assignment Centralized Legal Documents
Property Matching & Communication Customizable Dashboards
Property Visit Management Detailed Custom Reports
Real-Time Tracking Predictive Revenue Insights

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

  1. Cheaper in cost to manager. Less per user cost.
  2. Customizable workspaces: Podio allows you to create customizable workspaces that fit your specific business needs.
  3. Task management: Podio offers a comprehensive task management system that allows you to assign tasks to team members, set deadlines, and track progress.
  4. Communication tools: Podio offers a range of communication tools, including chat, comments, and direct messages, to help team members collaborate effectively.
  5. Customizable forms: Podio allows you to create custom forms to capture leads and other data.
  6. 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

  1. Robust CRM capabilities: Salesforce is industry leading CRM platform that offers a range of features to manage leads, track deals, and build customer relationships.
  2. Sales forecasting: Salesforce offers a range of tools to help you forecast sales and track progress towards revenue goals.
  3. Marketing automation: Salesforce offers a range of marketing automation tools to help you generate leads, nurture prospects, and close more deals.
  4. Customizable dashboards and reports: Salesforce allows you to create custom dashboards and reports to track performance and identify areas for improvement.
  5. App exchange: Salesforce offers an extensive app exchange with a range of third-party apps to extend the platform’s capabilities.

Looking to make a big real estate profit splash?

Let us ensure it with StreamlineREI CRM on Zoho!

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!

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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

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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
  • SmrtPhone Click2Call
  • SmrtPhone Contacts Syncrhonization
  • Views Based SmrtDailer Campaigns
  • Basic Transaction Tracking
  • Purchase Contract Generation
  • Acqusition KPI Dashboard
  • Lead Source Tracking
  • Lists Tracking
  • Major Market Tracking
  • Marketing Number Management
  • Campaign Management
  • Data Migration is Charged Extra
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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
  • Follow ups using SmrtPhone
  • SmrtPhone Calls Integrations
  • SmrtPhone Calls and Text Logs
  • SmrtPhone Click2call
  • SmrtPhone Contacts Syncrhonization
  • SmrtDailer Auto-Follow Campaigns
  • SmrtPhone Auto-Follow up Campaigns
  • Transactions Process
  • Purchase & Assignment Contracts(Up to 2 pages Each)
  • Acqusitions KPI Dashboard
  • Lead Source Tracking
  • Lists Tracking
  • Marketing Number Management
  • Campaign Management
  • Drip Sequences
  • SmrtPhone based SMS drips
  • On Demand SMS Follow ups
  • Communication Feeds
  • Communication Log in Seller Leads
  • Communication Log in Transactions
  • Marketing Numbers for Acquisitions
  • Marketing Numbers for TCs
  • Standard KPI Dashboard
  • Website Integration
  • Upto 500 Leads Migration
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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
  • Schedule Follow ups
  • Follow ups using SmrtPhone
  • SmrtPhone Calls Integrations
  • SmrtPhone Calls and Text Logs
  • SmrtPhone Click2call
  • SmrtPhone Contacts Syncrhonization
  • SmrtDialer Auto-Follow up Campaigns
  • Transactions Process
  • Purchase & Assignment Contracts(Up to 3 pages Each)
  • Acqusitions KPI Dashboard
  • Lead Source Tracking
  • Lists Tracking
  • Marketing Number Management
  • Campaign Management
  • Drip Sequences
  • SmrtPhone based SMS drips
  • On Demand SMS Follow ups
  • Communication Feeds
  • Communication Log in Seller Leads
  • Communication Log in Transactions
  • Marketing Numbers for Acqusitions
  • Marketing Numbers for TCs
  • Standard KPI Dashboard
  • Website Integrations
  • Batch Leads Integrations
  • Sale Process Automation
  • Sale Offer Tracker
  • Cash Buyers Management
  • Cash Buyers dialing Using smartPhone
  • Buyers Follow ups
  • Buyers Drip Sequences
  • Sales Call Log
  • Full KPI Dashboard
  • Upto 1,000 Leads Migration
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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
  • Next-Gen Analytics
  • Outbound Calling
  • Reputation Management
  • Appointment Automation
  • Unified Messaging
  • Lead Management
  • Private Zapier Link
  • Social Media Poster
  • DNC Scrubber
  • List Stacker
  • Training Center
  • One On One or Team
  • DFY Campaigns
  • Plug & Play All In One
  • Best in Class CRM
  • Dealflow Pipeline
  • Integrated Phone Dialer
  • IVR Phone System
  • Drag & Drop Website
  • Mobile App
  • Call Tracking
  • Next-Gen Analytics
  • Outbound Calling
  • Reputation Management
  • Appointment Automation
  • Unified Messaging
  • Lead Management
  • Private Zapier Link
  • Social Media Poster
  • DNC Scrubber
  • List Stacker
  • Training Center
  • One On One or Team
  • DFY Campaigns
  • Plug & Play All In One
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100% Privacy. We Will Never Spam You

Have Queries and Concerns? We are ready to cover you!

Frequently Asked Questions

It is the most comprehensive platform, specially designed for real estate wholesaling businesses. StreamlineREI Zoho CRM offers a unified solution for managing, tracking, and analyzing properties, leads, visits, offers, workflows, and overall efficiency

After capturing and categorizing leads, you can efficiently nurture them. Zoho CRM has tools that can track lead interactions tailored to your needs.

Yes, StreamlineREI Zoho CRM is highly customizable. You can align it perfectly with your preferences and workflows. Our customer support is always available to you if you customize any feature to address your specific requirements.

 

When we hand over the system to our clients, we design extensive training sessions for them. Our training vault is also available for those interested, and you only need to log in and train yourself after watching recordings here. Our tech support team will also be available to provide extensive guidance. To get support in this way, you need to generate tickets.

StreamlineREI Zoho CRM is user-friendly, and everyone can use it after small training. We arrange comprehensive training sessions for all clients on board to cover every aspect. You also have an onboarding specialist who guides you through all the processes and addresses all your concerns during onboarding.

 

If you do not renew your subscriptions, we will revoke you from accessing StreamlineREI Zoho CRM. We depend on the Zoho Platform to offer this CRM, and if you want to utilize CRM’s functionalities, a Zoho subscription is a must.

Once you pay, we need 5-10 days to set up the StreamlineREI Zoho CRM. After completion, our tech team conducts in-depth onboarding sessions. This way, you can use all the features and functionalities.

No, we do not offer refunds. Once you bought a subscription, no refund is available.

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.

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