CRM solutions are great at what they do, but they are not what you’d call user-friendly. I’ve seen countless real estate investors pay good money for a CRM that barely gets used. For someone who isn’t incredibly tech-savvy, making it work for your business is a daunting task. And, at the end of the day, you’ve still gotta do most everything yourself.
There Has To Be A Better Way
InvestorPO was built from the ground up specifically for Real Estate Investors.
What makes us unique is our ability to manage the entire process from within the system… from initial contact all the way through closing the deal… by leveraging every conceivable way of moving a prospect through the sales life-cycle.
In addition to managing business processes, Investors now have a solution which allows for multiple touch sales funnels and proven scripts right out of the box, including email, postcards, SMS, voicemail drops, and phone calls.
Our Secret Sauce
Through our proprietary Multi-Touch Funnel System you can have a unique series of messages for each Lead type. Sellers, Buyers, Agents, Wholesalers. The possibilities are endless.
We didn’t stop there. 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. All the things that keep a relationship going.
EMAILS – TEXT MESSAGES – VOICEDROPS – POSTCARDS
It all happens within the system, there’s no external software to set up, no 3rd-party accounts to create.
True All-in-One Solution
Eliminate the need for additional services. InvestorPO truly has everything you need to run your business built in.
Inbound Lead Capturing
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.
Personalized Campaigns
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.
360-Degree Social Profiling
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.
Tracking Phone Numbers
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.
Automated Follow-Ups
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.
Custom Questionnaires
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.
Landing Pages
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.
Email and SMS Property Blasts
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.
Automated Tasks by Job Roles
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.
Multi-User with Limited Access
We offer Multi-User support with Role-based Access Control, so you can control what your team members can access inside InvestorPO
Heartbeat Notifications
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.
Instant Comp Reports with Deal Analyzer
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.
Google Maps and Street View
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.
Process Management
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.
Inspection Reports
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.
Electronic Signature Agreements
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!
Enhanced KPI Reporting
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
WATCH THE VIDEO
See InvestorPO in Action
We set out on a mission, to create a service that included all the features of the best Real Estate Investing CRM’s available today. Integrated with all the latest interactive marketing techniques and the ability to interact and manage leads with a human touch.
204663
Contacts
684908
Text Messages
367292
Phone Messages
1316
Happy Customers
Packages to Fit Any Size Business
…and a 30-Day Money Back Guarantee that will give you the peace of mind you need.
Members
Contacts
Campaigns
Tracking Phone Numbers
Tracking Email Addresses
File Storage
Custom Integrations
Personal One-on-One Training
Migration of Existing Leads
Concierge On-Boarding
MONTHLY LIMITS
Email Messages
SMS Messages
Phone Minutes
Social Lead Profiles
Voice Drops
One-Off Postcards
eSignature Agreements
AUTOMATION
SMS Text Messages
Personalized Lead Emails
Automated Voicemail Drops
Branded One-Off Postcards
360-Degree Social Lead Profiles
PDF Generated Agreements
Digital eSignature Agreements
Instant Comp Reports
MARKETING
Live Seller Answer Form
Live Buyer Answer Form
Browser-Based Softphone
Two-Way Text Messaging
Custom Questionnaires
Campaign Management
Targeted Follow-Up Messages
Customizable Funnels for Each Campaign
Messages Adjust to Lead Status & Type
Listing Landing Pages
Email and SMS Buyer Listing Blasts
WORKFLOW MANAGEMENT
Contact/Lead Management
Timelines
Role Based Member Access
Automated Tasks by Job Roles
Heartbeat Notifications
Call Recording/Forwarding
SMS Forwarding
Property Management
Google Maps and Street View
Property Comparable Reports
Appointment Management
Inspection Reports
Repair Estimator
Offers Management
Offer Analyzer
Listings Management
Property Whiteboard
Global Search
Filtering
Print/Export
Activity Logs
KPI REPORTING
Contacts By Period, Type and Campaign
Leads By Period, Type and Campaign
Properties by Campaign
Appointments by Campaign
Offers by Campaign
Campaign ROI
SUPPORT
Step-by-Step Video Tutorials
Online Ticket Support
Chat Support
Phone Support
Weekly Onboarding Webinar
Weekly Live Q&A Webinars
Private Members Facebook Group
Daily Backups
DEVELOPER TOOLS
Zapier Support
API
ADDITIONAL USAGE
Members
File Storage
Email Messages
SMS Messages
Phone Minutes
Voice Drops
One-Off Postcards
eSignature Agreements
Social Lead Profiles
Tracking Phone Numbers (Includes Email)
Campaigns
CORPORATE
$297
Monthly
Members
: 5
Contacts
: 10,000
Campaigns
: 10
Tracking Phone Numbers
: 10
Tracking Email Addresses
: 10
File Storage
: 1GB
Custom Integrations
: 10
Personal One-on-One Training
: 1 Hour
Migration of Existing Leads
Email Messages
: 5000
SMS Messages
: 1000
Phone Minutes
: 1000
Social Lead Profiles
: 1000
Voice Drops
: 250
One-Off Postcards
: 10
eSignature Agreements
: 10
SMS Text Messages
: Built In
Personalized Lead Emails
: Built In
Automated Voicemail Drops
: Built In
Branded One-Off Postcards
: Built In
360-Degree Social Lead Profiles
: Built In
PDF Generated Agreements
: Built In
Digital eSignature Agreements
: Built In
Instant Comp Reports
: Built In
Live Seller Answer Form
Live Buyer Answer Form
Browser-Based Softphone
Two-Way Text Messaging
Custom Questionnaires
Campaign Management
Targeted Follow-Up Messages
Customizable Funnels for Each Campaign
Messages Adjust to Lead Status & Type
Listing Landing Pages
Email and SMS Buyer Listing Blasts
Contact/Lead Management
Timelines
Role Based Member Access
Automated Tasks by Job Roles
Heartbeat Notifications
Call Recording/Forwarding
SMS Forwarding
Property Management
Google Maps and Street View
Property Comparable Reports
Appointment Management
Inspection Reports
Repair Estimator
Offers Management
Offer Analyzer
Listings Management
Property Whiteboard
Global Search
Filtering
Print/Export
Activity Logs
Contacts By Period, Type and Campaign
Leads By Period, Type and Campaign
Properties by Campaign
Appointments by Campaign
Offers by Campaign
Campaign ROI
Step-by-Step Video Tutorials
Online Ticket Support
Chat Support
Weekly Onboarding Webinar
Weekly Live Q&A Webinars
Private Members Facebook Group
Daily Backups
Zapier Support
API
Members
: $25.00/member
File Storage
: $7.00/GB
Email Messages
: .3 Cents
SMS Messages
: 3 Cents
Phone Minutes
: 3 Cents
Voice Drops
: 7 Cents
One-Off Postcards
: 75 Cents
eSignature Agreements
: $2.00
Social Lead Profiles
: 3 Cents
Tracking Phone Numbers (Includes Email)
: $3.00
Campaigns: $1.00
ENTERPRISE
$497
Monthly
Members
: 10
Contacts
: 25,000
Campaigns
: 25
Tracking Phone Numbers
: 25
Tracking Email Addresses
: 25
File Storage
: 5GB
Custom Integrations
: 25
Personal One-on-One Training
: 2 Hours
Migration of Existing Leads
Concierge On-Boarding
Email Messages
: 10000
SMS Messages
: 2500
Phone Minutes
: 2500
Social Lead Profiles
: 2500
Voice Drops
: 500
One-Off Postcards
: 25
eSignature Agreements
: 25
SMS Text Messages
: Built In
Personalized Lead Emails
: Built In
Automated Voicemail Drops
: Built In
Branded One-Off Postcards
: Built In
360-Degree Social Lead Profiles
: Built In
PDF Generated Agreements
: Built In
Digital eSignature Agreements
: Built In
Instant Comp Reports
: Built In
Live Seller Answer Form
Live Buyer Answer Form
Browser-Based Softphone
Two-Way Text Messaging
Custom Questionnaires
Campaign Management
Targeted Follow-Up Messages
Customizable Funnels for Each Campaign
Messages Adjust to Lead Status & Type
Listing Landing Pages
Email and SMS Buyer Listing Blasts
Contact/Lead Management
Timelines
Role Based Member Access
Automated Tasks by Job Roles
Heartbeat Notifications
Call Recording/Forwarding
SMS Forwarding
Property Management
Google Maps and Street View
Property Comparable Reports
Appointment Management
Inspection Reports
Repair Estimator
Offers Management
Offer Analyzer
Listings Management
Property Whiteboard
Global Search
Filtering
Print/Export
Activity Logs
Contacts By Period, Type and Campaign
Leads By Period, Type and Campaign
Properties by Campaign
Appointments by Campaign
Offers by Campaign
Campaign ROI
Step-by-Step Video Tutorials
Online Ticket Support
Chat Support
Phone Support
Weekly Onboarding Webinar
Weekly Live Q&A Webinars
Private Members Facebook Group
Daily Backups
Zapier Support
API
Members
: $20.00/member
File Storage
: $5.00/GB
Email Messages
: .2 Cents
SMS Messages
: 2 Cents
Phone Minutes
: 2 Cents
Voice Drops
: 5 Cents
One-Off Postcards
: 65 Cents
eSignature Agreements
: $1.00
Social Lead Profiles
: 2 Cents
Tracking Phone Numbers (Includes Email)
: $2.00
Campaigns: $1.00
"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.
Frequently Asked Questions
Answers to common questions we get asked
How long does it take to set up InvestorPO?
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!
Do I need to be a computer expert to use InvestorPO?
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.
Can you help me move from my current system?
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.
Do I need a Podio account or other third party services?
You do not need to have your own Podio account or any other third party service to use all the features of IPO.
Can I use an outside sales or answering service with InvestorPO?
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.
Do you offer a free trial?
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.
Can I integrate my existing website, phone and/or email services with InvestorPO?
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.
Is there a demo of InvestorPO I can watch?
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.
Can I add additional users?
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.
What is the cost if I go over my package limits for Text Messages, Phone Minutes, Emails or One-Off Postcards?
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.
Can I upgrade my package if needed?
Absolutely! You can upgrade at any time with just a click of a button inside your members panel.
Can I cancel at any time
With InvestorPO there are no long term contracts. You can cancel at any time right within your members panel to avoid future charges.
Is there a phone number for support?
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!
Do you have a referral program?
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.
Have any questions?