Cash Flow Portal CRM vs Leasecake
Cash Flow Portal CRM
cashflowportal.com
Leasecake
leasecake.comSide by side
| Figure | Cash Flow Portal CRM | Leasecake |
|---|---|---|
| Price from | $41.58/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 5 | 1 |
| Spec score · Commercial Real Estate Software | 9.1 (#1) | 7.3 (#8) |
| Audience | The CRM is presented for property managers handling prospects, tenants, and owners across properties, units, and leases. | The maker describes the product as built for multi-unit operators, from small businesses to complex enterprise portfolios. |
| Headquarters | Seattle, Washington, United States | Winter Park, Florida, United States |
| Integrations | The integrations page lists Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack and Airtable through Zapier. | The maker’s pages reviewed describe a shared lease platform and emphasize avoiding difficult integrations, but do not name specific integration partners. |
| Security | The pricing page lists SOC II compliance, detailed audit logs, user access permissions, end-to-end data encryption, and two-factor authentication. | The security overview says customer data is hosted in US Google Cloud facilities, encrypted at rest and in transit, and backed up nightly. |
| Support | Pricing materials list email, video-call and dedicated WhatsApp support, a support-article bank, priority support and customer-success managers on the Suite. | The contact page lists [email protected] as the support email, while pricing says there are no extra fees for support. |
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.