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Cash Flow Portal CRM vs Prophia Lease Administration

Cash Flow Portal CRM

cashflowportal.com

Prophia Lease Administration

prophia.com

Side by side

FigureCash Flow Portal CRMProphia Lease Administration
Price from$41.58/moFree
Free plan—Yes
Free trialYes—
Open source——
WebYesYes
iOSYes—
AndroidYes—
APIYesYes
Plans published53
Spec score · Commercial Real Estate Software9.1 (#1)7.6 (#7)
Founded20202018
HeadquartersSeattle, Washington, United StatesSan Francisco, California, United States
IntegrationsThe integrations page lists Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack and Airtable through Zapier.Essentials supports CSV and PDF exports and an API; the FAQ also describes custom integrations with Yardi and MRI through Lease Intelligence.
PurposeThe CRM tracks prospects, tenants, and owners in one place around the leasing process.Prophia’s AI extracts lease data from lease agreements and property documents and presents it in an online platform for lease administration teams.
SecurityThe pricing page lists SOC II compliance, detailed audit logs, user access permissions, end-to-end data encryption, and two-factor authentication.Prophia says it completed a SOC 2 Type II audit and encrypts data at rest and in transit, isolates customer environments, and uses role-based access controls.
SupportPricing materials list email, video-call and dedicated WhatsApp support, a support-article bank, priority support and customer-success managers on the Suite.The company provides ongoing leasing support with Essentials and offers a support ticket channel and a customer support center.

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

Cash Flow Portal CRM pricing →

Prophia Lease Administration

  • Prophia AbstractFree
  • Prophia EssentialsPriced on request
  • Prophia PortfolioPriced on request

Prophia Lease Administration pricing →

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.

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Prophia Lease Administration

Prophia Lease Administration has no write-up on Specifiction yet; its figures are above.

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