Cash Flow Portal CRM is a web-based tool for property managers handling prospects, tenants and owners across properties, units and leases. Its visual pipeline tracks a lead from inquiry through touring and application to a signed lease. Embedded inquiry forms send submissions into the CRM tagged to the relevant property, and prospects can move from inquiry to submitted application in the same workflow. Applications and e-sign are described as part of that pipeline. Sequences can send emails and texts or create tasks based on lease dates, tags or pipeline stages. Prospect records retain past conversations even when a person never becomes a tenant. Teams can bring contacts over from another CRM, and the product’s Zapier integration is described as providing two-way sync with over 5,000 applications. Named integrations include Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack and Airtable. The pricing page lists SOC II compliance, detailed audit logs, user access permissions, end-to-end data encryption and two-factor authentication. Support options include WhatsApp, video call and email, along with a support article bank and white-glove migration service. The product has a free plan. Paid plan details include Syndication Portal at 499.00 USD per year, billed yearly, and Syndication Suite at 699.00 USD per year, billed yearly. Tenant screening reports have a separate cost from the background-check partner.
Who it is for
Cash Flow Portal CRM suits property managers coordinating prospect follow-up and leasing activity across properties, units and leases. It may also fit teams that want inquiry capture, applicant communications and contact history in one pipeline.
What is good
- Visual pipeline follows leads from inquiry through signed lease.
- Sequences can send emails and texts or create tasks based on dates, tags or stages.
- Inquiry forms tag submissions to the relevant property.
- Prospect records preserve conversations even when leads do not become tenants.
- Zapier two-way sync connects with over 5,000 applications.
- SOC II compliance, audit logs, access permissions, encryption and two-factor authentication are listed.
What to know first
- Tenant screening reports have a separate partner cost.
- Syndication Suite property management for up to 50 units is marked coming soon.
- Syndication Suite asset intelligence for up to 100 units is marked coming soon.
Verdict
Choose Cash Flow Portal CRM if you manage leasing leads and want forms, pipeline stages, applicant communications and contact history in one web-based workflow. The free plan offers a way to start, with paid options for additional listed capabilities. Account for the separate tenant screening report cost, and note that some Syndication Suite features are marked coming soon.
Get started with Cash Flow Portal CRM
- Visit the Cash Flow Portal CRM website.
- Start with the free plan or choose a paid plan.
- Bring contacts over from another CRM if needed.
- Add embedded inquiry forms so submissions enter the CRM tagged to the relevant property.
- Set up sequences for emails, texts or tasks based on lease dates, tags or pipeline stages.
- Connect other applications through Zapier or a listed integration.
Limits to know first
Tenant screening reports carry a separate cost from the background-check partner. Syndication Suite lists property management for up to 50 units and asset intelligence for up to 100 units as coming soon.
Questions about Cash Flow Portal CRM
Is there a free plan?
Yes. Cash Flow Portal CRM has a free plan.
What are the listed paid plan prices?
Syndication Portal is 499.00 USD per year, billed yearly. Syndication Suite is 699.00 USD per year, billed yearly.
What does Syndication Portal include?
It includes core CRM contact and lead management, plus investor update emails with templates.
What does Syndication Suite include?
It lists CRM, 22,000 monthly marketing email sends, property management for up to 50 units marked coming soon, and asset intelligence for up to 100 units marked coming soon.
Which platforms does the CRM support?
The listed platform is web.
Which integrations are named?
Named integrations include Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack and Airtable. Cash Flow Portal also describes a two-way Zapier integration with over 5,000 applications.
Cash Flow Portal CRM plans and pricing
All plansCompared on property management CRM software
- Free plan
- Yes
- Lead capture
- Yes
- Leasing pipeline
- Yes
- Applicant messaging
- Yes
- Contact history
- Yes
- SMS messaging
- Yes
