The complete CRM for real estate GPs
From lead generation to automations, Cash Flow Portal CRM is built to replace your entire stack — integrated with investor data.
$279MM AUM
$350MM AUM
$230MM AUM
$400MM AUM
$250MM AUM
$831MM AUM
$370MM AUM
$450MM AUM
$1.4B AUM
$311MM AUM
$550MM AUM
$700MM AUM
$279MM AUM
$350MM AUM
$230MM AUM
$400MM AUM
$250MM AUM
$831MM AUM
$370MM AUM
$450MM AUM
$1.4B AUM
$311MM AUM
$550MM AUM
$700MM AUM
Automate your outreach
Increase lead conversion with targeted marketing.
Engage LPs with automations — deliver relevant content, track lead progress, and refine outreach based on investor behavior
Create and schedule emails and texts at strategic intervals to maximize engagement
Trigger automations through lead capture forms, tag assignments, sales pipeline progress, and more
Nurture LPs with built-in templates
Craft stunning emails in minutes using our template library designed for alternative investing.
Professional, branded emails tailored to your investment stage and audience
Automatic personalizations to make each communication feel unique, strengthening your relationship with investors
Designs that display seamlessly on any device
Showcase offerings with custom landing pages
Create and design standalone web pages to display offerings, share upcoming events, and house lead capture forms.
Easily customize your layout, content, and branding with a drag-and-drop editor
Link landing pages from emails and posts to attract investors and track engagement
Embed lead capture forms into landing pages to collect potential investor information
Capture every lead with embeddable forms
Streamline collecting and managing all new potential investors with customizable lead capture forms.
Create eye-catching forms with a simple drag-and-drop editor to measure investor goals and preferences
Easily generate code to embed lead capture forms on your website
Automatically add new leads to your CRM and trigger follow-ups instantly
Sort, filter, and segment contacts
Organize and optimize your CRM workflows with customizable contact tags.
Enroll contacts in targeted campaigns based on their tags
Tag leads and track investment potential as they advance through your pipeline
Automatically tag contacts when leads book through Calendly via integrations
Drive your sales pipeline
Track, target, and convert leads into investors with clear, actionable pipelines.
Gain clear visibility into your sales pipeline and effortlessly manage leads from initial contact through investment commitment
Engage potential investors with targeted communication aligned to their investment stage, boosting conversion rates
Trigger CRM automations based on movement through your pipeline
Never miss a follow-up with tasks
Associate tasks with contacts and team members to stay on top of every follow-up and deadline.
Manage and assign your team’s work in one place to keep operations running smoothly
Add notes to tasks and associate with contacts to add context to every deliverable
Set due dates with built-in reminders to ensure nothing is left undone
Investor analytics
Measure investor behavior and the effectiveness of your referral programs through data-driven insights.
Identify your best-performing marketing channels by tracking lead sources
Monitor email campaigns through open rates, engagement metrics, link tracking, and campaign success
Follow your chain of referrals to the source and assess the success of your campaigns
Engage with built-in texting
Boost investor response rates by integrating texting into your marketing channels.
Easily add text messages to your existing marketing workflows and automations
Improve conversion by reaching leads through a familiar, direct communication channel
Manage all text conversations in one place — right from your portal
From connection to CRM — instantly
Simplify networking with digital business cards that instantly sync new contacts to your CRM for easy follow-ups.
Customize and share your digital business card via QR code — right from your phone
Automatically collect contact details when new connections share theirs, ensuring you never miss an opportunity
Native to Cash Flow Portal, our digital cards integrate directly into your existing workflow
Automate workflows with integrations
Integrate your workflows with Zapier to reduce repetitive tasks and save time.
Sync data across 5,000+ apps, with powerful two-way integrations
Create triggers to automatically transfer data between your favorite apps and Cash Flow Portal CRM
Keep your systems aligned and CRM up-to-date — no code required
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