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Projects

smrtPhone & workflow automation for a real estate Podio CRM

smrtPhone calls, texts and recordings logged automatically against the right lead in an existing Podio CRM.

Industry
Real estate investors · USA
Platforms
Podio · GlobiFlow · smrtPhone
Result
Delivered in 3 weeks

The challenge

Calls and texts happened outside the CRM, and there was no way to see at a glance which leads had gone cold from lack of follow-up.

What we built

  • smrtPhone calling and SMS connected to the existing Podio CRM
  • A per-contact activity timeline built with GlobiFlow
  • Automatic follow-up tasks for missed calls and unanswered texts
  • All without changing the client’s existing Podio structure

The result

Delivered in 3 weeks (38 hours) with a 5.0 rating and a clear view of every lead’s activity.

More projects

Other work we have delivered

E-commerce & subscriptions

Zoho + Stripe + WooCommerce subscription & billing sync

Zoho CRM · Zoho Books · Zoho Creator · Stripe API · Webhooks

A rebuilt integration that keeps the WooCommerce store, Stripe subscriptions and the Zoho back office perfectly in sync.

Zero timeouts and zero duplicate records

B2B sales

Zoho CRM Blueprints & sales pipeline automation

Zoho CRM · Zoho Flow · Zoho Analytics · Deluge

An end-to-end automated sales cycle with structured pipelines, lead scoring, instant routing and live dashboards.

40% faster lead conversion

View all projects

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