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SEC Compliant CRM for Real Estate Syndication

Click here to Know more about Investor CRM: https://syndicationpro.com/crm-real-estate-syndication<br><br><br>

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SEC Compliant CRM for Real Estate Syndication

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  1. SEC Compliant CRM for Real Estate Syndication The Best Real Estate Syndication CRM, Period!

  2. Two-Way Email Sync & Notes Through SyndicationPro, you can have a detailed view of every email sent to your investors, their reservations, investments, your private notes, and much more! • Segment Contacts & Send Out Mass Emails Our CRM for real estate syndication allows you to group and send contact segmented mass emails. So you can send customized communication to your contacts depending on the stage in the funnel they are currently at.

  3. 360° Relationship View of Your Contacts • Complete Relationship History Visualized in Timeline View Our real estate syndication CRM gives you the visibility of how your investors are interacting with your online platform so that you can have a clear understanding of how interested they are in investing with you! • One Place for Investment Activities, Documents, & Profiles SyndicationPro allows you to centralize all documents, investment activities, and contact information across profiles. You and your investors can access and update information with a few clicks.

  4. Automate the “Get To Know Your Investor” Process • Online User Registration Investors can easily sign up onto your platform and submit a customizable investor questionnaire. Our online on-boarding process allows you to scale and be accessible anywhere, at any time. • Build a Relationship & Determine Investor Suitability SyndicationPro has built-in tools to help you remain SEC Compliant. When an individual registers as a lead, you can take them directly to an investment opportunity (recommended when the general solicitation is permitted, e.g. RegD 506(c)) or they can schedule an introduction phone call with your team (which is recommended when the general solicitation is not permitted, e.g. RegD 506(b)).

  5. Connect to Over 2000+ External Applications • Connect to ActiveCampaign, FB Lead Ads, and Other Apps Our CRM for real estate syndication allows you to automatically add, update, and delete information across different applications you may be leveraging for marketing to new and existing investors. • Connect With Google Sheets, Trello, and Other Apps Using SyndicationPro, you can connect applications that may be part of your operational workflow. Setting up connections takes minimal time and effort and does not require a developer to set up. You have full control on setting up the app connections.

  6. Future Proof Your Business with a Robust Roadmap • Custom Views, Tags & Custom Fields! We, as syndicators, have built a network of over 3,000 investors and have raised millions. So we understand what it takes to secure investments! Our next set of features will help you find the needle in the haystack by custom lists, tag leads, and custom fields. • Follow-Up Reminders & Tasks Our CRM for real estate syndication allows you to add follow-up tasks and reminders for you and your team members. You can sync all the follow-ups and reminders to your calendar as well!

  7. Click here to Know more about Investor CRM https://syndicationpro.com/crm-real-estate-syndication

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