ActiveCampaign
Email marketing and automation platform with a light CRM, used for long seller and investor nurture sequences.
States served: Nationwide · HQ Chicago, IL
National
CRM & deal pipeline
CRMs and deal pipeline tools for investors sourcing their own deals.
- Stages
- Software
- Asset classes
- MHPRV parksSelf-storageMultifamilyNNN & retail
Affinity
Relationship intelligence CRM that maps a firm's network automatically from email and calendar activity.
States served: Nationwide · HQ San Francisco, CA
Apto
Denver CRM built for commercial real estate brokers, with property and owner databases and deal pipeline tracking.
States served: Nationwide · HQ Denver, CO
AscendixRE
Commercial real estate CRM built on Salesforce for brokerage pipeline, listings, and stacking plans.
States served: Nationwide · HQ Dallas, TX
Attio
Flexible data-model CRM that lets teams build custom pipelines and objects without heavy configuration.
States served: Nationwide
BoldTrail
Inside Real Estate's brokerage platform, successor to kvCORE, combining CRM, IDX websites, lead generation, recruiting, and back office tools.
States served: Nationwide · HQ Murray, UT
BoomTown
Real estate lead generation, IDX website, and CRM platform for agents, teams, and brokerages, packaged by seat count.
States served: Nationwide · HQ Charleston, SC
Carrot
Lead generation website platform for investors and agents, built for organic search and motivated seller conversion.
States served: Nationwide · HQ Roseburg, OR
ClientLook
Commercial real estate CRM from LightBox for managing contacts, properties, deals and tasks.
States served: Nationwide · HQ Sacramento, CA
ClientTether
Sales automation CRM with instant lead response, text and call sequences, and franchise-oriented reporting.
States served: Nationwide
Close
Sales CRM with built-in calling, SMS, and email sequences aimed at high-activity outbound teams.
States served: Nationwide
Copper
CRM that lives inside Google Workspace, pulling contacts and threads from Gmail automatically.
States served: Nationwide
DealCloud
Intapp's deal and relationship management platform for private capital, real assets, and investment banking firms, covering CRM, pipeline, and investor relations.
States served: Nationwide
Follow Up Boss
Real estate sales CRM focused on lead routing, calling, and disciplined follow-up for teams.
States served: Nationwide
Forefront CRM
Investor CRM focused on structured seller follow-up sequences and lead conversion accountability.
States served: Nationwide
Funnel Leasing
New York multifamily CRM and centralized leasing platform for apartment operators.
States served: Nationwide · HQ New York, NY
GoHighLevel
White-label marketing and CRM platform bundling funnels, SMS, email, and pipelines under one subscription.
States served: Nationwide
HubSpot
General-purpose CRM and marketing platform with a free tier, used by many sponsors and operators for investor and lead tracking.
States served: Nationwide · HQ Cambridge, MA
Insightly
CRM for mid-market teams with marketing automation, service ticketing and an integration tool on one platform; an Unbounce company since July 2024.
States served: Nationwide
InvestorFuse
Action-based seller-lead CRM for real estate investors, acquired by Carrot in 2022 and now sold as CarrotCRM.
States served: Nationwide
Keap
Small business CRM and automation platform, formerly Infusionsoft, with email and text campaigns, landing pages and invoicing.
States served: Nationwide · HQ Chandler, AZ
Knock CRM (RealPage)
Seattle multifamily leasing CRM and front-office platform for apartment operators, acquired by RealPage.
States served: Nationwide · HQ Seattle, WA
LeadSimple
CRM and process automation platform built for property management sales and operations workflows.
States served: Nationwide
Lofty
Real estate CRM and marketing platform, formerly Chime, with IDX websites, ads, and AI lead nurture.
States served: Nationwide
monday.com
Configurable work operating system used for project boards, CRM pipelines, and operational workflows.
States served: Nationwide
Occupier
Lease management and transaction platform for tenants and their brokers, including lease accounting compliance.
States served: Nationwide
Pipedrive
Visual sales pipeline CRM used by small acquisition teams for straightforward deal-stage tracking.
States served: Nationwide
Podio
Configurable no-code work management platform from Progress Software, often built out into a custom deal pipeline.
States served: Nationwide
Propertybase
Salesforce-powered real estate CRM from Lone Wolf, covering leads, listings, transactions, and commissions.
States served: Nationwide
Real Geeks
IDX website, CRM and marketing platform for agents and small teams at $399 a month, with optional done-for-you lead generation packages.
States served: Nationwide
Realeflow
White-label real estate data and AI platform that brokerages, educators, and tech companies launch under their own brand.
States served: Nationwide
RealNex
Commercial real estate platform combining CRM, financial analysis, marketing, offering memorandums, deal rooms and a national listing marketplace.
States served: Nationwide · HQ Stafford, TX
REI BlackBook
All-in-one investor platform with lead websites, CRM, business phone and SMS, marketing automation, and deal pipeline.
States served: Nationwide
REIPro
Investor software pairing nationwide owner and property leads with direct mail, skip tracing, a 10-step workflow, and training.
States served: Nationwide
Rent Dynamics (Rent Trends)
Logan, Utah provider of RentPlus resident rent reporting plus a multifamily CRM and contact center, now part of Entrata.
States served: Nationwide · HQ Logan, UT
REsimpli
All-in-one investor CRM bundling lead management, skip tracing, dialers, direct mail, and KPI tracking.
States served: Nationwide
Salesforce
Enterprise CRM platform underlying several commercial real estate CRMs and used directly by larger investment firms.
States served: Nationwide · HQ San Francisco, CA
Sierra Interactive
Real estate platform combining IDX websites, CRM, and lead routing for teams.
States served: Nationwide · HQ Louisville, KY
Top Producer
Long-running real estate CRM with lead response, market snapshot reports, and follow-up automation.
States served: Nationwide
VTS
Commercial leasing and asset management platform tracking deal pipelines, tenant activity, and portfolio performance.
States served: Nationwide · HQ New York, NY
Wise Agent
Affordable real estate CRM with transaction management, drip campaigns, and contact organization.
States served: Nationwide · HQ Fountain Hills, AZ
Ylopo
Digital marketing and AI follow-up platform for real estate agents, layered on top of an existing real estate CRM.
States served: Nationwide
Zoho CRM
Configurable sales CRM in the Zoho suite, with built-in AI agents, workflow automation, lead scoring and more than 1,200 app integrations.
States served: Nationwide