CZ Capital Group Investor CRM Software System

With over 825 users on our platform, we are changing the investing game for the better and growing together.

If you are consistent in your marketing, follow up, and answering of your phones, our CRM solution will simply amplify what you are already doing. Many of our users who track their numbers find 40-50% of all deals come from follow up.

Start now for $197/m

What You Can Expect

Complete CRM System Inclusions

  • Podio Based Access Control
  • Leads Tracking Tool
  • Inbound Calls & SMS Text Capturing
  • Customizable Follow Up SMS Texting & RVM Drip
  • Customizable Missed Call Autoresponder
  • Deal Analyzer Tool
  • Automated Property Info & Data Tool
  • Google Street, Aerial & Map Property Views
  • Appointment Management Tool
  • Task Management Tool
  • Offer Management Tool
  • Agreements & Contracts Management Tool
  • Electronic Signature Service Tool
  • Contacts Manager Tool (Realtors, Lawyers, Title Companies, etc.)
  • CEO Reports Dashboard
  • Automated KPI Historical Tracking Tool
  • Mobile App for iPhone & Android

Training, Knowledge & Support

  • 1 Hour Zoom Onboarding (Optional)
  • Complete Online Knowledge Library w Videos
  • Members Only Weekly Live Q&A Screen Share Calls
  • Access to Private Facebook Support Group
  • Email Support Ticketing System

Integrations

  • Investor Carrot Integration (One Time Setup of $97/Connection)
  • Lead Sherpa Integration (Free Setup)
  • Click2Call (Optional) Integration (One Time Setup of $147/Connection)
  • Optional RVM Drip Follow UP ($27/Month)
  • Daily Data Backup to Prevent Data Loss
  • System Setup Times are 3-5 Days Post Submission of Initial Ticket Request

Start now for $197/m

WHO IS A GOOD FIT?

Those who are just starting out, still in the learning phase with tight budgets. WE GET IT … everyone starts off as a “newbie” and we all must start somewhere. Our free Podio App Suite, derived from our Beast Mode CRM platform, is probably a better option for you. This option provides you the ability to input your seller/property information and notes, for free, and up to 500 items. This solution does not include any automation or drip follow up capabilities built into it, but it is a great starting point, and we suggest familiarizing yourself there first, before opting into the full suite of our Beast Mode CRM platform. We suggest you upgrade when the time is right and when it makes the most sense.

Our full Beast Mode CRM platform includes a product w/ support. We are not a consultant or customization company. You are able to add fields and Apps as you see fit, but any automation (over what we provide out of the box) or customization will require you to hire a consultant or complete your integrations in-house.

We offer a preferred list of consultants if you would like further customization support.

Sign up for our FREE Tools Kit HERE. Once inside the course your will be able to access the CRM section and learn how to schedule your
request to have our support team setup your FREE Podio based Simple CRM. We also have a road map that will go over some the tools we use in our business along with some 3-5 minute videos explaining the
tools.

Good luck and we wish you all the best in your Investing endeavors!
-CZ Capital Group Team

WHO IS NOT A GOOD FIT?

Those who are just starting out, still in the learning phase with tight budgets. WE GET IT … everyone starts off as a “newbie” and we all must start somewhere. Our free Podio App Suite, derived from our Beast Mode CRM platform, is probably a better option for you. This option provides you the ability to input your seller/property information and notes, for free, and up to 500 items. This solution does not include any automation or drip follow up capabilities built into it, but it is a great starting point, and we suggest familiarizing yourself there first, before opting into the full suite of our Beast Mode CRM platform. We suggest you upgrade when the time is right and when it makes the most sense.

Our full Beast Mode CRM platform includes a product w/ support. We are not a consultant or customization company. You are able to add fields and Apps as you see fit, but any automation (over what we provide out of the box) or customization will require you to hire a consultant or complete your integrations in-house.

We offer a preferred list of consultants if you would like further customization support.

Sign up for our FREE Tools Kit HERE. Once inside the course your will be able to access the CRM section and learn how to schedule your
request to have our support team setup your FREE Podio based Simple CRM. We also have a road map that will go over some the tools we use in our business along with some 3-5 minute videos explaining the
tools.

Good luck and we wish you all the best in your Investing endeavors!
-CZ Capital Group Team

Start now for $197/m