Cash Flow Portal logo
Cash Flow Portal logo
Products
Solutions
Resources
About

Cash Flow Portal CRM

Capture quality leads and drive growth with lead capture forms

Collect and manage prospects with our customizable lead capture forms. Integrate them directly into your website or send them as a custom link, and automate follow-up communications effortlessly.

Schedule a demo
Real estate investor portal dashboard

Capture leads with custom branded forms

Create a custom-branded lead capture form using our drag-and-drop editor, offering endless customization options. Add any type of question and design the form to match your brand, with all responses automatically saved to your CRM.

Capture leads with custom branded forms

Embed to your website or send a custom link

Utilize our flexible form distribution options by sharing the form via a customizable link through email, text, or social media. Alternatively, embed the form directly on your website.

Embed to your website or send a custom link

Automate follow-up emails

Automatically send follow-up emails to your leads upon form submission, with customized email templates. For advanced lead nurturing, integrate email automation with our automation feature.

Automate follow-up emails

Assign contact tags to forms

Assign contact tags to forms to ensure that all leads submitted with specified tags are appropriately categorized in your CRM. Additionally, streamline CRM management and enhance organization by assigning tags based on responses.

Assign contact tags to forms

View and export form responses

Track the number of leads submitted through each form to monitor performance and easily export form responses as an Excel file for customized analysis and reporting.

View and export form responses

Trusted and recognized

Best estimated return on investment in Summer 2024Best meets requirements in Summer 2024Best results in total in Summer 2024Best usability in Summer 2024Users most likely to recommend in Summer 2024Fastest implementation and go-live time in Summer 2024Easiest admin in Summer 2024Easiest to set up in Summer 2024Easiest to use in Summer 2024Highest user adoption in Summer 2024Leader in Summer 2024Best support and quality of support in Summer 2024
System and Organization Controls (SOC) for Service Organizations
G2
Five star ratings
G2- out of 5
Capterra
Five star ratings
Capterra- out of 5
Backed by Y Combinator
Ready to get started?
Create an account instantly to explore the platform, or contact us to design a custom solution for your CRE business.
Flexible pricing
Plans for new and established GPs.
See pricing
Generate new leads
The only purpose-built CRM that generates new leads.
New leads
Footer background texture