From lead capture to automated outreach, run every prospect, tenant, and owner relationship through one pipeline.
Schedule a demo
$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM
Prospects move from inquiry to lease inside the same CRM you already use for tenant messages and owner updates.
Every message, task, and campaign is tied to the contact record, so a follow-up doesn't rely on catching it in time.
Five inquiries a week or fifty, the pipeline and automations behave exactly the same way.
Whether a prospect becomes a tenant or not, their details and every past conversation stay saved and ready for next time.
A visual pipeline shows who's inquired, who's touring, who's applied, and who's signed, without checking in on each one manually.
Set a sequence once, triggered by a lease date, a tag, or a pipeline stage, and emails and texts go out on their own.
Move a prospect from an inquiry straight into a submitted application without leaving the CRM.
See how applications and e-sign workEmbed an inquiry form on a listing page or your website, and every submission lands in the CRM already tagged to the right property.
Share a digital business card at a tour or open house, and the prospect's info syncs straight to the CRM, no typing required.
Four simple building blocks decide what happens, and when, for every contact in your CRM.
What starts it: a new inquiry, a lease date, or a tag being added.
What happens next: an email, a text, or a task gets created and sent.
When it happens: delays and conditions set the spacing between steps.
What's happening now: see every completed step and anything that needs attention.
Set up your pipeline once, and let the follow-ups happen on their own.
Schedule a demoProducts
Capital raising
Why Cash Flow PortalEquity raising simplifiedFunds on Cash Flow PortalCo-sponsorsCustom brandingProperty management
BookkeepingQuickbooks integrationReportsApplications & eSignTenant screeningOwner portalRent collectionTenant portalCRMMaintenanceFund admin
Fund administrationInstitutional fund administrationSPVsFund admin servicesIntegrated CPA servicesBanking
Integrated bankingLeads
New leadsAccounting
Accounting©2026 All rights reserved. Cash Flow Portal Inc.