Professionally manage relationships and interactions with your investors within a robust CRM system—from capturing leads to gathering interest in new real estate offerings, to collecting capital.
Track all investor information in one place, and easily look up or create groupings of investors via tagging capabilities.
AppFolio integrates with your email provider to increase investor communications and generate custom emails at scale.
See how investors are engaging with your outreach—including email open insights—to better facilitate actions like fundraising.
Create tags for your contacts and always have a 360 degree view of who you’re communicating with. Easily filter, and search tags for all your reporting and list-building needs.
Track all prospect and investor information in one place, including contact information, tax and bank account data, capital invested, and all documents relating to current and past investments.
Easily track, send, and create follow up emails within the CRM with automatic integration to Outlook, Gmail or any other email provider. Segment and email investors by investment or by custom groupings to more efficiently manage communications.
Access insights into your investors’ real estate investment history, including commitments, contributions, and distributions. Quickly reference investor data to efficiently respond to investor questions.
No matter the size of your team, stay aligned with task management capabilities. You’ll be able to see which actions to prioritize in a task list with due dates and automated email reminders.
Meet with our product experts to see your customized view of AppFolio.