Do any of you use Podio or another similar database to systematize contacts with park owners, brokers, etc?
For those of you who use Podio/Pipedrive, what are some tips and tricks you have to share?
We are looking to use a system that will help us manage direct mail, cold calling, mapping, and acquisition activity.
We’ve looked at CRM’s but are considering something more advanced / flexible such as Podio.
For those of you who aren’t systemizing their cold call interactions, managing deal flow, and tracking communication— would you be interested in doing this to streamline your business?
Or do you stick with spreadsheets/excel?
Thanks for all the feedback.