Cash Flow Portal CRM vs Occupier
Cash Flow Portal CRM
cashflowportal.comOccupier
occupier.comSide by side
| Figure | Cash Flow Portal CRM | Occupier |
|---|---|---|
| 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 | 3 |
| Spec score · Commercial Real Estate Software | 9.1 (#1) | 7.2 (#10) |
| Founded | 2020 | 2018 |
| Headquarters | Seattle, Washington, United States | New York City, United States |
| Integrations | The integrations page lists Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack and Airtable through Zapier. | The pricing page lists a pre-built NetSuite integration and ERP exports; its lease accounting page also names NetSuite, SAP, and Oracle for journal entry exports. |
| Purpose | The CRM tracks prospects, tenants, and owners in one place around the leasing process. | Occupier provides lease management software for commercial tenants and brings real estate and finance teams into a shared lease data platform. |
| 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. | The plan comparison lists team roles and permissions and standard audit logs across all tiers, while SSO and SCIM are listed for Enterprise. |
| 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 pricing page lists an in-app knowledge base, AI in-app support, email support with a standard SLA, and admin training; Professional and Enterprise include dedicated customer success. |
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
Occupier
- BasicPriced on request
- EnterprisePriced on request
- ProfessionalPriced 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.