YOUR PODIO CRM. A FULLER CALLER PICTURE.

Every incoming lead.
A clearer path
to close.

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

Incoming call answeredsmrtPhone · sample event
Matched
MT

CALLER PROFILE

Morgan Taylor

Indianapolis, IN

ASSOCIATED PROPERTIES3
ESTIMATED PORTFOLIO VALUE$842,000
214 Maple Ridge Lane

County record owner: Morgan Taylor

morgan@example.com
Casey Taylor · associated with this property
Explore this sample profile

Illustrative data. No live account access in the demo.

MORE CONTEXT. BETTER CONVERSATIONS.

The right details change
what you can ask next.

Know the property while you talk.

See the portfolio, recorded owners, estimated equity, and mortgages in one place. Keep your attention on the caller.

Find who else needs a say.

Expand the people associated with each address and ask who needs to be involved before you prepare an offer.

Have another way to follow up.

Available emails and additional phone numbers give you options when a lead goes quiet.

Keep your place when calls stack up.

New calls wait. Move back and forward through recent activity without losing the details or draft you were reviewing.

FAMILIAR ACCOUNTS. ONE WORKSPACE.

Your team stays in Podio.
DealMachine brings the data.

DealMachine supplies property and contact records. You don’t need to move your CRM or teach reps a new sales process.

  1. 1

    Connect Podio

    Sign in and choose the CRM app where your team keeps leads.

  2. 2

    Add your DealMachine account

    Save your API key securely. Lookups use your account’s data credits.

  3. 3

    Connect smrtPhone

    Assign business numbers and reps, then test a call and text.

Bring more to your next conversation.

Try the full workspace with sample callers, or start connecting your accounts.