Cash Flow Portal CRM vs Kindly
Cash Flow Portal CRM
cashflowportal.comKindly
kindlyos.comSide by side
| Figure | Cash Flow Portal CRM | Kindly |
|---|---|---|
| Price from | $41.58/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 5 | 0 |
| Spec score · Property Management CRM Software | 9.1 (#4) | 6.4 (#26) |
| Audience | The CRM is presented for property managers handling prospects, tenants, and owners across properties, units, and leases. | Kindly says agents, team leads, and admins use it to manage rental clients from lead to lease. |
| Integrations | The integrations page lists Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack and Airtable through Zapier. | Kindly syncs client email with Gmail and schedules property visits with Google Calendar. |
Plans
Cash Flow Portal CRM
- Syndication Portal$499 a year
- Syndication Portal$499 a month
- Syndication Suite$699 a year
- Syndication Suite$699 a month
- EnterprisePriced on request
In their own words
Cash Flow Portal CRM
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.