Cash Flow Portal CRM pricing
5 plans read from cashflowportal.com
Syndication Portal$499 a year billed yearlyCore CRM · contact and lead management · investor update emails with templates Read 4 Oct 2026 · cashflowportal.com
Syndication Portal$499 a month billed yearlyInvestor 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 yearlyCRM · 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 yearlyEverything 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
EnterprisePriced on request Custom software and services mix · bookkeeping · K-1 preparation · reporting · integrations · migration · multi-fund structures Read 21 Oct 2026 · cashflowportal.com
In short
- Cash Flow Portal CRM has a free plan (Enterprise).
- A free trial is offered.
- Paid plans published: 4, from $499 a year.
- 1 plan is priced on request (Enterprise).
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| RealPage Commercial Property Management | $7.30/mo | No | No |
| Building Engines Prism | — | No | No |
| Re-Leased | — | No | No |
| CBRE CostLab | — | No | Yes |
| OfficeRnD Flex | £130/mo | No | No |
| Prophia Lease Administration | — | Yes | No |
| Leasecake | — | No | No |
| Dealpath | — | No | No |