Using our built in tracking phone numbers and email addresses or through our FREE integration services, all your inbound calls, sms messages and emails will be captured in real time inside InvestorPO.
We built in an intelligence to our multi-funnel system, to adapt the message content as a lead transitions through phases in the selling and buying process. Each campaign can be branded uniquely, so the possibilities are endless.
Using our Social Finder technology, when someone contacts you, IPO will scour all the major social sites to find a wealth of information about that person.
With InvestorPO every campaign has the option of coming with your own personal tracking number, with the option of selecting the area code you want for that campaign market.
IPO will follow up on leads with a personalized voicemail, a perfectly timed follow-up text message, and a highly personalized and interest specific email. Fully customizable, but already precisely crafted to get a response.
Out of the box, InvestorPO comes with a complete set of questionnaires. Each specially crafted for that contact type or process need. We realize though not every business is the same, so you have complete control of modifying the built in questionnaires as you see fit.
Want to market your listings? Each listing you create in InvestorPO will come with a personalized landing page that you can use in your buyer emails and marketing efforts.
Want to tell your existing buyer leads about your latest listing? With InvestorPO’s built in listing landing pages and buyer lead management tools, it is just one click to get the word out.
Unlike other systems that require you to manually create tasks, we don’t. With IPO tasks are opened and closed automatically as you work a lead. Through our job roles feature our system even knows which team member to assign the next task to.
We offer Multi-User support with Role-based Access Control, so you can control what your team members can access inside InvestorPO
Your team will never miss a task again using InvestorPO. Tasks are the core of any good CRM. We made managing tasks a breeze in InvestorPO. Through our heartbeat visual notification system, you’re able to easily identify any lead or item with a past due task.
You will receive instant comp reports from three of the leading online services allowing you to negotiate right on the spot with your seller lead. We even include a built in deal analyzer, that will give you instant recommendations and what your MAO should be for that property.
View a full-screen property map right on your members dashboard. The map has full Google Map capabilities, including Zoom and Street View. Property icons are color coded to allow you to easily identify your HOT lead properties.
What about managing your business processes? From Offers, to Inspections, to Appointments, to Listings, we’ve got you covered. We supply you with all the tools you need to be a successful investor in today’s Real Estate market.
In addition to your fully customizable Inspection Report questionnaire, each report supports the ability to add notes, images and files. We even included a public link for each report to allow outside Inspectors to complete and submit reports for a property.
Generate PDF Agreements on the fly right inside your IPO panel. Once generated you can print out, send by email or send digitally using our built-in e-Signature capabilities. Need the ability to create your own custom agreements? We support that too!
Want to know your Costs per Lead, Property, Offer or your Campaigns ROI? Track your Key Performance Indicators, Metrics and Business Data with IPO’s campaign based KPI Reports
"The followup sequence that CRM is the best out there. "
InvestorPO's commitment to its users and community is unmatched. We have canceled multiple services that we were signed up for previously because its all integrated in InvestorPo. The followup sequence that CRM is the best out there. We have seen deals come in from the follow up system that we were not seeing with our old system. Another part of the system that is amazing is the fact that we can customize it to fit our exact business model, procedures and sales process.
"The system has cut our work load in half,."
I wanted to thank Robert Syfert, Doug Lewis and their entire team for putting together the best CRM out there. The system has cut our work load in half, made it more simple to track everything, and has taken our business to the next level. The system is fully automated and has double our teams productivity. InvestorPo is extremely user friendly. It took us less than 1/2 day to go over all of the training videos, and we began using the system. Our team has thanked us on multiple occasions for switching CRMs.
"I was blown away by the capabilities yet the ease of use."
I have been impatiently waiting for the Investor PO system to reach its launch date for months. When I signed up for the beta testing and had my first look at the software I was blown away by the capabilities yet the ease of use. My team has now fully implemented Investor PO within our business and the time savings is tremendous. We recently lost one of our two lead managers and due to the automation of Investor PO that position does not need to be filled. The support during setup was top notch. Every real estate investor needs this system. Well, unless you are in my market.
Don’t wait days to get up and running. When you sign-up with InvestorPO all you need to do is complete a short profile and within one business day you will be setup and have a fully functional system. Stop spending weeks configuring your settings, creating your content and importing your existing data!
Not only is the InvestorPO built to handle the hard stuff, while you worry about closing deals. We also offer extensive training guides and videos, plus offer unparalleled customer support to ensure you’re set for success.
Absolutely! With all InvestorPO packages we will assist you in migrating your existing lead contact information into InvestorPO. We offer everything from basic migration with our Solo Package, all they way to our White Glove Migration Service with our Enterprise Pacakage. Just select the package that best fit’s your migration needs.
You do not need to have your own Podio account or any other third party service to use all the features of IPO. Although we use Podio under the hood, you do not have to purchase your own Podio account.
Yes, we offer a set of web based live answer forms that your outside answering or sales service can use to add new contacts directly into your InvestorPO CRM. These forms even support your custom Seller and Buyer questionnaires, if you would like them to handle the initial information gathering process for you.
Because of the nature of our service we do not believe a user can get a complete picture of how InvestorPO benefits them during a reasonable free trial period, so instead we do offer a 30-day money back guarantee. If you feel that InvestorPO did not meet your expectations within 30 days, we will provide you with a full refund.
Through our API and Zapier support, you can integrate your site and other third party services with IPO. We realize that for many Investors the thought of integration is overwhelming, this is why we offer to handle the integrations for FREE with all our packages.
There sure is and it’s located just above these FAQ’s. Just click the DEMO link on the main menu to go directly to the demo video.
You can add additional users to your existing service at any time by upgrading to a higher package or for a small additional per user over your existing package limit.
We designed our packages to include enough credits to cover normal monthly use based on the package size. If you do exceed those limits, great job as that means you are exceeding normal expectations. Don’t worry, because we offer some of the lowest overages cost in the industry. Unlike other services we don’t hide our overages costs, as they are clearly displayed on our pricing chart for your reference.
Absolutely! You can upgrade at any time with just a click of a button inside your members panel.
With InvestorPO there are no long term contracts. You can cancel at any time right within your members panel to avoid future charges.
Currently we’re only offering phone support on our Enterprise plan. See our pricing plans for package support options. We offer excellent chat and ticketing support to all of our members and trial users, regardless of what plan your’re on. When you have questions or problems, we’re here to help!
We have an awesome Affiliate Program. We offer 20% lifetime commissions of each paying customers monthly membership fees. To become an affiliate visit https://affiliates.investorpo.com/ or click on the link in the footer of this website.