10x your productivity with a commercial real estate CRM

Here's a list of recipes designed to help you streamline real estate lead management and automate your marketing. All fully baked into Cash Flow Portal's commercial real estate CRM to close more deals than ever before.

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Capture leads directly from your website

Granite Towers Equity switched to Cash Flow Portal and integrated our lead capture form to their website. Now, every new sign-up goes straight into their CRM with no manual entry required.

Follow up with new leads instantly

A lead showing interest is just the start and you need to keep the conversation going. Set up an automated email or drip sequence to stay top of mind and nurture potential LPs.

High value LPs need a personal touch

A family office planning to invest millions doesn’t belong in an automated sequence. Instead, add them to a sales pipeline, take notes, set reminders, and manage follow-ups to close the deal.

Include KPIs in your investor updates

Investor updates shouldn’t just be a recap, they should be data-driven. Sync key KPIs directly from your properties into your CRM, giving investors performance updates backed by real numbers, not just commentary.

Keep your emails out of spam

High deliverability is crucial, whether you're sending updates or raising capital. Because our CRM is used for investment transactions, we maintain a clean reputation with email providers, ensuring your messages stay out of spam.

Send emails that look like they came from you

Instead of emails coming from a generic sender, they’re sent from your own domain, reinforcing your brand and keeping communications consistent. A small change that makes a big difference in trust.

Stop losing leads after conferences

Too often, business cards remain untouched after conferences. With our mobile CRM, scan contacts on the spot and instantly add them to your pipeline, so you never miss a follow-up.

Focus on investors who actually move capital

Because our CRM is part of the investor portal, it helps you prioritize investors based on real actions, like past investments and engagement, so you can focus on serious LPs, not just those casually browsing.

New marketplace leads added directly to your CRM

Connections made from our marketplace flow directly into your CRM — no more running ads, collecting leads, and manually entering them. Simply build relationships, nurture LPs, and share your deals effortlessly.