Updated over 5 years ago on . Most recent reply
Favorite CRM and investment software for CRE
We are currently exploring various CRM software platforms that offer transparency for our investors and also add efficiency in back office applications. Specifically, we are looking for a web-based software that provides document storage, investor database, online portal for investors, marketing of future projects, fundraising, portfolio management, investor relations, acquisition management, and perform complex distribution calculations.
So far I have identified the following platforms, IMS (Investor Management Services) and Dynamo's Real Estate Edition. Has anyone used these platforms? What did you like and dislike?
If you use another platform, what was it and, your pros and cons? Thanks in advance!