InvestorFuse

What is InvestorFuse?

InvestorFuse is the ultimate CRM solution for real estate investors looking to streamline their lead management process. With InvestorFuse, all your leads from various sources are funneled into one platform, allowing your Acquisitions Team to easily manage and track them. The system is designed to take the guesswork out of converting leads, making it fast, flexible, and easy for investors to stay on top of every generated lead and close deals.

What sets InvestorFuse apart is its automated KPI tracking feature, which simplifies the monitoring of key performance indicators for your real estate investing business. From lead generation to contract signing, InvestorFuse provides detailed insights into the entire lifecycle of each lead, helping you make data-driven decisions to optimize your conversion rates. With the ability to track costs per lead, signed contract, and closed deal, InvestorFuse empowers investors to measure the effectiveness of their marketing campaigns and adjust strategies accordingly.

Additionally, InvestorFuse offers multi-line dialing for efficient lead follow-ups and a dedicated support team to assist users with any queries or issues they may encounter. The platform's smrtDialer integration enables users to sync actions and make multi-line calls, increasing call volume and enhancing communication with leads. Moreover, InvestorFuse goes above and beyond by providing a seamless onboarding experience with its 'Done For You Set Up' service. From setting up integrations to training your team, InvestorFuse handles the technical aspects, allowing investors to focus on growing their business.

How to Use InvestorFuse?

Step 1: Getting Started with InvestorFuse

• Visit the InvestorFuse website and create an account by clicking 'Get Started'.
• Fill in the registration form with details such as name, email, and password.
• Confirm your email by clicking on the verification link sent to your provided email address.

Step 2: Logging into InvestorFuse

• Go to InvestorFuse and click on 'Sign In'.
• Enter your registered email and password.
• Hit the 'Sign In' button to access your dashboard.

Step 3: Integrating Lead Sources

• Navigate to the 'Integrations' section on InvestorFuse.
• Choose the lead sources you want to integrate from the available options.
• Follow the prompts to authorize and integrate each lead source.
• Confirm that all leads are funneling into your InvestorFuse account.

Step 4: Managing Leads

• Go to the 'Leads' section on InvestorFuse.
• View the list of leads that have been automatically collected.
• Assign leads to acquisitions team members based on criteria such as round-robin, individual assignments, or campaigns.
• Monitor the status of each lead and ensure all actions are completed in a timely manner.

Step 5: Setting Up Automated KPI Tracking

• Navigate to the 'KPI Tracking' section within InvestorFuse.
• Select the campaigns you want to track KPIs for.
• Verify that each lead is linked to a designated campaign.
• Review the KPIs, including Cost Per Lead, Cost Per Signed Contract, and Cost Per Closed Deal, which are automatically populated by InvestorFuse.

Step 6: Using smrtDialer Integration

• In the 'Integrations' section of InvestorFuse, select the smrtDialer integration option.
• Authorize the integration following the on-screen instructions.
• Sync your follow-up actions with smrtDialer.
• Utilize the multi-line dialing feature to increase call volume by 4x from the click-to-call interface.

Step 7: Understanding Team Workload

• Access the 'Team Workload' dashboard on InvestorFuse.
• View the tasks assigned to each team member.
• Assess whether team members are underworked, underperforming, or overworked based on the dashboard insights.
• Make necessary adjustments to ensure a balanced workload across the team.

Step 8: Requesting Support from InvestorFuse

• Click the 'Support' link on InvestorFuse.
• Choose from options such as InvestorFuse Podio Support or IF3 Support depending on your needs.
• Submit your support request and expect a response within 5 minutes from the support team.

Step 9: Utilizing the 'Done For You' Setup Service

• Contact InvestorFuse to initiate the 'Done For You' setup service.
• Fill out the details form provided by InvestorFuse.
• Attend two setup meetings to review your requirements and configurations.
• Allow InvestorFuse to handle all integrations, lead imports, and team training while you sit back and relax.

Step 10: Taking the Real Estate Investor Quiz

• On InvestorFuse, find and click on 'Take The Quiz'.
• Answer the 11 quick questions to determine your type of real estate investor.
• Receive free access to resources and systems tailored to your investor type based on your quiz results.

InvestorFuse Features

Lead Management System

The Lead Management System in InvestorFuse is designed to bring all your leads together in one place, making it easy for your Acquisitions Team to manage them effectively. No more scattered leads or manual copying into a CRM.

Function Detail

• All lead sources funnel into one place, either set up as round-robin, assigned to an individual, or based on campaign.
• InvestorFuse takes care of all the integrating work for you, ensuring a seamless lead management process.

Automated KPI Tracking

InvestorFuse offers Automated KPI Tracking to make it easy for you to monitor and analyze key performance indicators related to your leads and campaigns.

Function Detail

• Track the entire lifecycle of leads from different sources, providing valuable insights into lead performance.
• Cost tracking for each campaign, including Cost Per Lead, Cost Per Signed Contract, and Cost Per Closed Deal.

Multi-Line Dialer Integration

With the smrtDialer integration, InvestorFuse allows you to sync actions and conduct multi-line dialing for efficient lead follow-ups.

Function Detail

• Sync in your actions and multi-line dial them, increasing call volume by 4x and improving lead response rates.

Support Team Assistance

InvestorFuse provides a dedicated support team ready to assist users with any queries or issues, ensuring a smooth experience with the platform.

Function Detail

• 5 support team members available to respond to queries with an under 5-minute response time, offering timely assistance.
• Accessible support for any technical or operational issues, guiding users through problem-solving.

InvestorFuse Frequently Asked Questions