Cash Flow Portal CRM vs RealINSIGHT
Cash Flow Portal CRM
cashflowportal.comRealINSIGHT
realinsight.comSide by side
| Figure | Cash Flow Portal CRM | RealINSIGHT |
|---|---|---|
| Price from | $41.58/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 5 | 1 |
| Spec score · Commercial Real Estate Software | 9.1 (#1) | 6.8 (#11) |
| Company history | Cash Flow Portal's about page says its first code was written in April 2020 and it soft-launched to seven beta users in July 2020. | RealINSIGHT says it was founded in 1997 and rebuilt as a modern cloud platform in 2017. |
| Founded | 2020 | 1997 |
| Headquarters | Seattle, Washington, United States | The opened maker pages identify a U.S.-based client team but do not state a company headquarters location. |
| Integrations | The integrations page lists Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack and Airtable through Zapier. | The platform integrates with Salesforce, Argus, Yardi, Dropbox, accounting platforms, and market data providers, and includes API functionality. |
| Security | The pricing page lists SOC II compliance, detailed audit logs, user access permissions, end-to-end data encryption, and two-factor authentication. | The maker says the platform is covered by SOC 1 Type 2 and SOC 2 Type 2 reports audited by an independent third party. |
| Support | Pricing materials list email, video-call and dedicated WhatsApp support, a support-article bank, priority support and customer-success managers on the Suite. | Ongoing support includes a dedicated client manager, monthly collaborative user calls, and quarterly product review webinars. |
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.
RealINSIGHT
RealINSIGHT has no write-up on Specifiction yet; its figures are above.