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Cash Flow Portal CRM

cashflowportal.com

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Spec score 9.1 #1 of 15 in Commercial Real Estate Software

What it is

Cash Flow Portal CRM is a web-based CRM for property managers tracking prospects, tenants, and owners through leasing. Its visual pipeline follows leads from inquiry to touring, application, and signed lease. Embedded inquiry forms send submissions into the CRM with the property tagged, and prospects can submit applications within the same pipeline; applications and e-sign are described as built into that workflow. Sequences can send emails and texts or create tasks based on lease dates, tags, or pipeline stages. Prospect records retain conversation history even when an inquiry does not become a tenancy. Users can migrate contacts from another CRM, and the maker says its Zapier integration offers two-way sync with over 5,000 applications. Named integrations include Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack, and Airtable. Listed security controls include SOC II compliance, audit logs, access permissions, end-to-end encryption, and two-factor authentication. A free plan is available; paid access starts at $499/mo (annual). Tenant screening reports have a separate cost.

Spec sheet

What it does
Cash Flow Portal is a real-estate investment-management platform for capital raising, investor relations, distributions, underwriting and property operations.Read 21 Oct 2026 · cashflowportal.com
Purpose
The CRM tracks prospects, tenants, and owners in one place around the leasing process.Read 4 Oct 2026 · cashflowportal.com
Audience
The CRM is presented for property managers handling prospects, tenants, and owners across properties, units, and leases.Read 4 Oct 2026 · cashflowportal.com
Integrations
The integrations page lists Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack and Airtable through Zapier.Read 21 Oct 2026 · cashflowportal.com
Security
The pricing page lists SOC II compliance, detailed audit logs, user access permissions, end-to-end data encryption, and two-factor authentication.Read 4 Oct 2026 · cashflowportal.com
Support
Pricing materials list email, video-call and dedicated WhatsApp support, a support-article bank, priority support and customer-success managers on the Suite.Read 21 Oct 2026 · cashflowportal.com
Headquarters
Seattle, Washington, United StatesRead 28 Sep 2026 · cashflowportal.com
Founded
2020Read 28 Sep 2026 · cashflowportal.com
Additional cost
Tenant screening reports carry a separate cost from the background-check partner.Read 4 Oct 2026 · cashflowportal.com
API and SDK
Zapier exposes Cash Flow Portal actions through a JavaScript/TypeScript SDK and MCP connections, including contact and meeting actions.Read 21 Oct 2026 · zapier.com
Applications
Prospects can move from inquiry to submitted application within the CRM, and applications and e-sign are described as built into the same pipeline.Read 4 Oct 2026 · cashflowportal.com
Automated follow-up
Sequences can send emails or texts and create tasks when dates, tags or pipeline stages trigger them.Read 21 Oct 2026 · cashflowportal.com
Automation
Sequences can send emails and texts or create tasks based on lease dates, tags, or pipeline stages.Read 4 Oct 2026 · cashflowportal.com
Company history
Cash Flow Portal's about page says its first code was written in April 2020 and it soft-launched to seven beta users in July 2020.Read 4 Oct 2026 · cashflowportal.com
Company profile
LinkedIn lists Cash Flow Portal as privately held, headquartered in Seattle, with 11–50 employees and founded in 2020.Read 21 Oct 2026 · linkedin.com
Contact history
Prospect records and past conversations remain saved even if they never become tenants.Read 4 Oct 2026 · cashflowportal.com
CRM contact history
Prospect records retain contact details and prior conversations even when a prospect never becomes a tenant.Read 21 Oct 2026 · cashflowportal.com
CRM pipeline
The CRM visualizes prospects through inquiry, touring, application and signed stages.Read 21 Oct 2026 · cashflowportal.com
Digital business cards
Digital cards shared by QR code automatically synchronize exchanged contact details into the CRM.Read 21 Oct 2026 · cashflowportal.com
Founder and YC
Y Combinator identifies Perry Zheng as founder and CEO and lists Cash Flow Portal in the Winter 2022 batch.Read 21 Oct 2026 · ycombinator.com
Free access
The maker advertises starting for free without a credit card, while Software Advice describes a 14-day commitment-free trial extendable to 30 days by request.Read 21 Oct 2026 · softwareadvice.com
Funding history
The company’s history page says it raised $5 million in April 2022 and a $2.7 million seed extension in August 2023, totaling more than $8 million raised by then.Read 21 Oct 2026 · cashflowportal.com
Hosting
The security page says customer data is encrypted and stored in AWS Cloud, indicating a hosted SaaS deployment.Read 21 Oct 2026 · cashflowportal.com
Integration
Cash Flow Portal says its Zapier integration connects with over 5,000 applications and features two-way sync.Read 4 Oct 2026 · cashflowportal.com
Investor analytics
Analytics include lead-source attribution, email opens, engagement, link tracking and referral-chain analysis.Read 21 Oct 2026 · cashflowportal.com
Investor marketing
The CRM provides branded email templates, personalization and campaign scheduling for investor outreach.Read 21 Oct 2026 · cashflowportal.com
Landing pages
Users can build branded offering and event pages with a drag-and-drop editor and embed them on websites.Read 21 Oct 2026 · cashflowportal.com
Lead capture
Embeddable inquiry forms place property leads directly into the CRM with property tagging.Read 21 Oct 2026 · cashflowportal.com
Legal name
Crunchbase identifies the company’s legal name as Cash Flow Portal Inc.Read 21 Oct 2026 · crunchbase.com
Licence
The reviewed official pages and terms describe hosted commercial Services and do not identify an open-source licence.Read 21 Oct 2026 · cashflowportal.com
Limit: accreditation cost
A G2 reviewer complained that Cash Flow Portal charges for Parallel Markets accreditation use even though the service may otherwise be free.Read 21 Oct 2026 · g2.com
Limit: ACH and marketplace standards
A Software Advice reviewer requested integrated ACH transfers and more consistent deal-information standards across marketplace sponsors.Read 21 Oct 2026 · softwareadvice.com
Limit: early maturity
An independent Capterra review described the product as still developing and behind established competitors at that time.Read 21 Oct 2026 · capterra.com
Limit: missing features
A Capterra reviewer said earlier versions lacked functions such as email campaigns, although the product was changing quickly.Read 21 Oct 2026 · capterra.com
MCP access
The Suite pricing page includes MCP server access for automated workflows.Read 21 Oct 2026 · cashflowportal.com
Migration
The page says users can bring contacts over from another CRM.Read 4 Oct 2026 · cashflowportal.com
Named integrations
The integrations page lists Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack, and Airtable.Read 4 Oct 2026 · cashflowportal.com
Notable news: AI underwriting
Cash Flow Portal says it launched an AI-enabled underwriting tool in April 2024.Read 21 Oct 2026 · cashflowportal.com
Notable news: Funds+
The company says it introduced Funds+, an end-to-end fund-administration platform, in January 2026.Read 21 Oct 2026 · cashflowportal.com
Notable news: property management
The company says it entered property management in July 2025, expanding to five core products.Read 21 Oct 2026 · cashflowportal.com
Pipeline
A visual pipeline tracks leads from inquiry through touring, application, and signed lease.Read 4 Oct 2026 · cashflowportal.com
Praise: integrations
A G2 reviewer specifically praised Zapier connectivity for notifications and CRM pipeline automation.Read 21 Oct 2026 · g2.com
Praise: support
Reviewers repeatedly describe customer support as highly responsive, including rapid issue resolution and helpful WhatsApp assistance.Read 21 Oct 2026 · capterra.com
Praise: usability
Independent reviews commonly praise the intuitive, modern interface and ease of navigation for investors and sponsors.Read 21 Oct 2026 · g2.com
Praise: workflow efficiency
Reviewers say the platform centralizes documents, onboarding, commitments, distributions and reporting, reducing manual work.Read 21 Oct 2026 · g2.com
Rating on Capterra
4.9 out of 5 from 7 reviews.Read 21 Oct 2026 · capterra.com
Rating on G2
5.0 out of 5 from 138 reviews.Read 21 Oct 2026 · g2.com
Rating on GetApp
4.9 out of 5 from 7 reviews.Read 21 Oct 2026 · getapp.com
Rating on Software Advice
4.9 out of 5 from 7 reviews.Read 21 Oct 2026 · softwareadvice.com
Security controls
Official security information states SOC II compliance, column-level PII encryption, SSL in transit, optional two-factor authentication, AWS S3 document storage, role-based access and audit history.Read 21 Oct 2026 · cashflowportal.com
Text messaging
Text messages can be inserted into marketing workflows and managed alongside other CRM conversations.Read 21 Oct 2026 · cashflowportal.com

Plans and prices

Syndication Portal $499 a year billed yearly Core CRM · contact and lead management · investor update emails with templates Read 4 Oct 2026 · cashflowportal.com
Syndication Portal $499 a month billed yearly Investor portal · secure document sharing · K-1 distribution · offering pages · e-signatures · KYC/AML · allocations and waterfalls · core CRM Read 21 Oct 2026 · cashflowportal.com
Syndication Suite $699 a year billed yearly CRM · property management for up to 50 units (coming soon) · asset intelligence for up to 100 units (coming soon) · 22,000 monthly marketing email sends Read 4 Oct 2026 · cashflowportal.com
Syndication Suite $699 a month billed yearly Everything in Syndication Portal · CRM · AI underwriting · MCP server access · workflows · 22,000 marketing emails/month · meeting scheduler · deal pipelines · attribution tracking · dedicated CSM Read 21 Oct 2026 · cashflowportal.com
Enterprise Priced on request Custom software and services mix · bookkeeping · K-1 preparation · reporting · integrations · migration · multi-fund structures Read 21 Oct 2026 · cashflowportal.com

Every Cash Flow Portal CRM plan and price →

Strong points and limits

Strong points

  • Tracks leads through a visual leasing pipeline.
  • Automates email, text, and task sequences.
  • Keeps prospect conversations even without a tenancy.
  • Offers two-way Zapier sync with over 5,000 applications.

Limits

  • Tenant screening reports cost extra.
  • Paid access starts at $499/mo (annual).
  • Listed platform is web.

Who it suits

It suits property managers who need to manage prospect follow-up and leasing activity across properties, units, and leases. Its pipeline, forms, messaging sequences, and application workflow center on leasing operations.

Verdict

Cash Flow Portal CRM focuses on the leasing process, from property-tagged inquiries through applications and signed leases. The free plan may be a starting point, while teams should factor in the annual paid starting price and separate screening-report cost.

Where Specifiction places it

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