Cash Flow Portal CRM vs Union

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.

Union is a web-based, paid CRM for multifamily housing. It places marketing, leasing, applications, renewals, and resident revenue on one renter record. The CRM timeline combines calls, texts, emails, tours, and applications, with actions logged. Its voice agent answers calls, qualifies prospects, checks availability and pricing, books tours, and can transfer a conversation with context. Web chat responds around the clock using live CRM data and can hand off to a person. Agent Assist suggests replies and shows renter or property context while employees control what is sent. One leasing flow covers applications, TransUnion credit and background screening, Mastercard income verification, document generation, and e-signature. Renewals reuse the resident record, with operators deciding which outreach AI handles. Union says it works with Yardi, RealPage, ResMan, and Entrata. Pricing is custom, quoted per unit and product. Union was founded in 2018 and is headquartered in Austin, Texas.