It’s apples to oranges compared to other solutions. We’re the only platform that gives you a “step-by-step” process. So, it’s actually not a “CRM”…it’s a Lead Conversion System (LCS). It strips away all the complexities and just gives you the essential functionality built to turn your leads into deals.

Simply put, we care about you doing deals and spending LESS time on your computer. IF3 functions more like a digital REI lead manager. It’s a process…that guides your team intelligently through every action step. It’s impossible to mess up, and completely customizable to fit your team structure and do more deals with less confusion.

140%! One of the best, most caring teams in the business. Our support team is on hand every day, from 9am-5pm EST, to make sure you’re taken care of with real-time live chat INSIDE the app, email, and one-on-one training: Read these reviews from other happy investors

You’ll also have a dedicated Investor Success Manager, who will act as your “coach” to help you get the most from your system, and is on hand if you ever need further training. We’ll never leave you hanging!

Nope 😁 IF3 is built completely off of Podio, so requires no 3rd party tools. We recommend you use a separate phone system like Callrail. Other than that, we can integrate with every call system and lead source that you may be using.

Since you’re likely generating leads separately…you obviously still need to pay for your marketing/lead generation tools. Remember, InvestorFuse is a Lead CONVERSION System (not a lead generation system).

No…Remember, InvestorFuse is a Lead CONVERSION System (not a lead generation system). InvestorFuse captures all your inbound leads for you to nurture and pursue. You are responsible for your own marketing efforts. Any lead source you have (websites, phone calls from direct mail, answering service, mojo dialer, Facebook/PPC, bandit signs etc.) can be routed to come into InvestorFuse for you.

Each campaign will be tracked separately so you can measure the results of your marketing efforts.

Need help generating leads? We created a whole training program with the premier experts in the field to help you do this:

The Modern Marketing Masterclass

Yes, as many as you want! Unlimited in IF3 :)

Yes, we provide support in helping all new members switch. We’ve made it super easy, whether you’re coming from Podio or another CRM. We will connect all of your lead sources (phone systems/websites etc.) into IF3 for you, and give you clear instructions for migrating old data over. However, we don’t recommend that moving ALL your leads into IF3 is actually necessary. Here’s Dan to explain:

Absolutely! Visit our Features page to see a quick system walkthrough and learn more about the powerful features to help you convert your leads.

Great question! Yes you will need a phone system and we will work with you to ensure that all incoming calls come into your IF3 system automatically, and without duplicates 😀 While we support most major call tracking systems, we recommend CallRail. It works quite well with our system and is affordable at $30/mo for 10 tracking numbers.

Absolutely! The tech team will take care of getting all of your leads into the system during your setup. If you’re working with another website service, we’ll work with you and build a way to get your leads in there for you.

Heck yes they are! You can email and text any of your sellers or buyers using followup sequences or by initiating a chat thread from inside the IF3 system.  No extra charge 😃

The best news…is that email integrates with your Gmail/G-Suite or Office365 email systems…which means that your sellers won’t think you’re using some kinda “tool” to contact them. It’s personalized, looking like it came from your normal email account, and will get much response open rates!

No problem, you can have different “Market Spaces”…kinda like a separate workspace, for each of your markets. Each Market Space can have a whole separate team if you’d like (to keep things separate). There will be an additional charge of $50/month for every separate Market Space you need, so long as each workspace is tied directly to your business and not separate businesses. Email accounts@investorfuse.com or chat to Support to get your additional space.

Not a problem! You’ll have an IF3 Webform link to give your separate answering service rep. They’ll fill it out like a regular online webform, and when they submit it, it will show up as a brand new Opportunity in your system.

If you have an in-house person answering the phone…just add them as a user inside IF3 to keep them on track and hold them accountable, so nothing ever slips through the cracks.

Yup. You can choose to have either an email or text notifying you when a new opportunity is created, you’re assigned an action, a seller texts back in, and a myriad of other situations! You can even choose to have it notify you every time something happens or once a day if you prefer. There’s no excuse now for missing an opportunity coming in. #noleadleftbehind

You can 100% keep any of your team members from being able to access your cash buyers list. Don’t worry about any of them sneaking off with your list. Inside of IF3's settings, you can adjust user access levels, including access to your buyers list, for every one of your team members.

No need to be concerned. We only access your workspace for support reasons, and you are fully protected by our Privacy Policy and User Agreement.

Yes. Multiple times per day.