Cash Flow Portal CRM is a web-based tool for property managers tracking prospects, tenants, owners, properties, units, and leases. Its visual pipeline follows leads from initial inquiry through touring and application to a signed lease. Embedded inquiry forms direct submissions into the CRM with the relevant property tagged, and applications and e-sign are described as part of that pipeline. Automated 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. Teams can transfer contacts from another CRM, and the service says its Zapier connection supports two-way syncing with over 5,000 applications. Named integrations include Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack, and Airtable. Listed security measures include SOC II compliance, audit logs, user permissions, end-to-end encryption, and two-factor authentication. Support options include WhatsApp, video call, and email, plus a support article bank and migration service. The free plan is available; paid plans start at $499/mo (annual). Tenant screening reports have a separate cost.
Who it is for
Cash Flow Portal CRM suits property managers coordinating leasing activity and communications across prospects, tenants, owners, properties, units, and leases. Its pipeline and automation tools may be relevant to teams that want lead follow-up and applications in one workflow.
What is good
- Pipeline tracks leads through inquiry, touring, application, and lease.
- Sequences can send emails and texts or create tasks.
- Embedded forms tag inquiries to the relevant property.
- Zapier integration provides two-way sync with over 5,000 applications.
What to know first
- Tenant screening reports have a separate cost.
- Paid plans start at $499/mo (annual).
Verdict
Cash Flow Portal CRM centers its tools on property management leads and leasing workflows, with embedded forms, automated follow-up, and application steps. It has a free plan, while paid plans start at $499/mo (annual); screening reports cost extra.
Cash Flow Portal CRM plans and pricing
All plansCompared on property management CRM software
- Free plan
- Yes
- Lead capture
- Yes
- Leasing pipeline
- Yes
- Applicant messaging
- Yes
- Contact history
- Yes
- SMS messaging
- Yes
