Podio CRM Customization for Real Estate Business

Oct 17, 2024 - Expert

$400.00 Fixed

Here’s the refined version of your job post:
I am seeking expert assistance with customizing my Podio CRM for my real estate business. The customizations include:
Key Requirements:

    Duplicate Property Prevention:
        Develop a system to prevent duplicate property addresses from being entered into the CRM. When an acquisition agent inputs a new lead, the system should check if the address is already in the database and provide an alert or block the duplicate entry.

    Automated Purchase Agreement Generation:
        Set up a workflow within the "Seller Leads" tab that allows me to generate a real estate purchase agreement at the click of a button. The system should pull lead data (e.g., seller name, property address, and price) and auto-fill a pre-designed purchase agreement template.

    Property Information Integration from Zillow:
        Create a field within the "Seller Leads" template where entering a property address will automatically pull data from Zillow, such as the estimated value and property details, to streamline purchase agreement creation.

Experience & Requirements:

    Strong experience with Podio and related customizations.
    Familiarity with Zillow API integration.
    Previous experience in automating workflows for real estate businesses is a plus.

If you’ve worked on similar Podio customizations, please share your approach and examples of past projects.

Let me know if you'd like any additional adjustments!

  • Italy
  • Proposal: 15
  • Verified
  • More than 3 month
AuthorImg
Lucia Ferrari Active
Palermo , Italy
Member since
May 16, 2024
Total Job
4