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Tech riderRev. 4 Oct 2026

Cash Flow Portal CRM

Ch 106.6of 29Property Management CRM Software
  1. 1Runs onWeb
  2. 2Costspaid from $41.58/mo
  3. 3Lead captureYes
  4. 4Leasing pipelineYes
  5. 5Applicant messagingYes
  6. 6Contact historyYes
  7. 7SMS messagingYes
7 lines stated Written from the maker's own pages: cashflowportal.com
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The Cash Flow Portal CRM homepage

Overview

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.

Who it is for

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.

What is good

  • 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.

What to know first

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

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.

Cash Flow Portal CRM plans and pricing

All plans
Syndication Portal $499/yr billed yearly Core CRM · contact and lead management · investor update emails with templates cashflowportal.com · 4 Oct 2026
Syndication Suite $699/yr 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 cashflowportal.com · 4 Oct 2026
Enterprise Custom mix of software and services · contact us cashflowportal.com · 4 Oct 2026

Compared on property management CRM software

Free plan
Yescashflowportal.com
Lead capture
Yescashflowportal.com
Leasing pipeline
Yescashflowportal.com
Applicant messaging
Yescashflowportal.com
Contact history
Yescashflowportal.com
SMS messaging
Yescashflowportal.com

Facts

Purpose
The CRM tracks prospects, tenants, and owners in one place around the leasing process.cashflowportal.com · 4 Oct 2026
Pipeline
A visual pipeline tracks leads from inquiry through touring, application, and signed lease.cashflowportal.com · 4 Oct 2026
Automation
Sequences can send emails and texts or create tasks based on lease dates, tags, or pipeline stages.cashflowportal.com · 4 Oct 2026
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.cashflowportal.com · 4 Oct 2026
Migration
The page says users can bring contacts over from another CRM.cashflowportal.com · 4 Oct 2026
Integration
Cash Flow Portal says its Zapier integration connects with over 5,000 applications and features two-way sync.cashflowportal.com · 4 Oct 2026
Named integrations
The integrations page lists Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack, and Airtable.cashflowportal.com · 4 Oct 2026
Security
The pricing page lists SOC II compliance, detailed audit logs, user access permissions, end-to-end data encryption, and two-factor authentication.cashflowportal.com · 4 Oct 2026
Support
The pricing page lists WhatsApp, video call, and email support, a support article bank, and white-glove migration service.cashflowportal.com · 4 Oct 2026
Additional cost
Tenant screening reports carry a separate cost from the background-check partner.cashflowportal.com · 4 Oct 2026
Audience
The CRM is presented for property managers handling prospects, tenants, and owners across properties, units, and leases.cashflowportal.com · 4 Oct 2026
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.cashflowportal.com · 4 Oct 2026

Company

Founded
2020cashflowportal.com · 28 Sept 2026
Headquarters
Seattle, Washington, United Statescashflowportal.com · 28 Sept 2026

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