Cash Flow Portal CRM
The facts below are what the maker publishes about Cash Flow Portal CRM, checked and dated. Our editors have not written about it yet.
Plans and prices
From Cash Flow Portal CRM's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Syndication Portal | $499 a month | Investor portal · secure document sharing · K-1 distribution · offering pages · e-signatures · KYC/AML · allocations and waterfalls · core CRM · billed yearly |
| Syndication Suite | $699 a month | Everything in Syndication Portal · CRM · AI underwriting · MCP server access · workflows · 22,000 marketing emails/month · meeting scheduler · deal pipelines · attribution tracking · dedicated CSM · billed yearly |
| Enterprise | Priced on request | Custom software and services mix · bookkeeping · K-1 preparation · reporting · integrations · migration · multi-fund structures |
The facts
Each one read from Cash Flow Portal CRM's own pages, with the date it was checked.
Money
- Additional cost
- Tenant screening reports carry a separate cost from the background-check partner.checked 4 Oct 2026
- Free access
- The maker advertises starting for free without a credit card, while Software Advice describes a 14-day commitment-free trial extendable to 30 days by request.checked 21 Oct 2026
What it does
- API and SDK
- Zapier exposes Cash Flow Portal actions through a JavaScript/TypeScript SDK and MCP connections, including contact and meeting actions.checked 21 Oct 2026
- Audience
- The CRM is presented for property managers handling prospects, tenants, and owners across properties, units, and leases.checked 4 Oct 2026
- Automated follow-up
- Sequences can send emails or texts and create tasks when dates, tags or pipeline stages trigger them.checked 21 Oct 2026
- Automation
- Sequences can send emails and texts or create tasks based on lease dates, tags, or pipeline stages.checked 4 Oct 2026
- Contact history
- Prospect records and past conversations remain saved even if they never become tenants.checked 4 Oct 2026
- CRM contact history
- Prospect records retain contact details and prior conversations even when a prospect never becomes a tenant.checked 21 Oct 2026
- CRM pipeline
- The CRM visualizes prospects through inquiry, touring, application and signed stages.checked 21 Oct 2026
- Digital business cards
- Digital cards shared by QR code automatically synchronize exchanged contact details into the CRM.checked 21 Oct 2026
- Founder and YC
- Y Combinator identifies Perry Zheng as founder and CEO and lists Cash Flow Portal in the Winter 2022 batch.checked 21 Oct 2026
- Funding history
- The company’s history page says it raised $5 million in April 2022 and a $2.7 million seed extension in August 2023, totaling more than $8 million raised by then.checked 21 Oct 2026
- Hosting
- The security page says customer data is encrypted and stored in AWS Cloud, indicating a hosted SaaS deployment.checked 21 Oct 2026
- Integration
- Cash Flow Portal says its Zapier integration connects with over 5,000 applications and features two-way sync.checked 4 Oct 2026
- Integrations
- The integrations page lists Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack and Airtable through Zapier.checked 21 Oct 2026
- Investor analytics
- Analytics include lead-source attribution, email opens, engagement, link tracking and referral-chain analysis.checked 21 Oct 2026
- Investor marketing
- The CRM provides branded email templates, personalization and campaign scheduling for investor outreach.checked 21 Oct 2026
- Landing pages
- Users can build branded offering and event pages with a drag-and-drop editor and embed them on websites.checked 21 Oct 2026
- Lead capture
- Embeddable inquiry forms place property leads directly into the CRM with property tagging.checked 21 Oct 2026
Where it runs
- Applications
- Prospects can move from inquiry to submitted application within the CRM, and applications and e-sign are described as built into the same pipeline.checked 4 Oct 2026
The company
- Company history
- Cash Flow Portal's about page says its first code was written in April 2020 and it soft-launched to seven beta users in July 2020.checked 4 Oct 2026
- Company profile
- LinkedIn lists Cash Flow Portal as privately held, headquartered in Seattle, with 11–50 employees and founded in 2020.checked 21 Oct 2026
- Founded
- 2020checked 28 Sep 2026
- Headquarters
- Seattle, Washington, United Stateschecked 28 Sep 2026
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