Know the property while you talk.
See the portfolio, recorded owners, estimated equity, and mortgages in one place. Keep your attention on the caller.
YOUR PODIO CRM. A FULLER CALLER PICTURE.
Keep Podio and the phone system your team already knows. See available emails, phone numbers, properties, recorded mortgages, and people connected to the property—while you have the lead on the line.
Better questions. More ways to follow up. Fewer surprises.
Podio + smrtPhone pilot · Answered calls and incoming texts
CALLER PROFILE
Indianapolis, IN
County record owner: Morgan Taylor
Illustrative data. No live account access in the demo.
MORE CONTEXT. BETTER CONVERSATIONS.
See the portfolio, recorded owners, estimated equity, and mortgages in one place. Keep your attention on the caller.
Expand the people associated with each address and ask who needs to be involved before you prepare an offer.
Available emails and additional phone numbers give you options when a lead goes quiet.
New calls wait. Move back and forward through recent activity without losing the details or draft you were reviewing.
FAMILIAR ACCOUNTS. ONE WORKSPACE.
DealMachine supplies property and contact records. You don’t need to move your CRM or teach reps a new sales process.
Sign in and choose the CRM app where your team keeps leads.
Save your API key securely. Lookups use your account’s data credits.
Assign business numbers and reps, then test a call and text.
Try the full workspace with sample callers, or start connecting your accounts.