Drive effective investor relationship management
Professionally manage relationships and interactions with your investors within a robust real estate investor CRM system — from capturing leads to gathering interest in new real estate offerings, to collecting capital.
All of your critical information, in one
organized place
organized place
Quickly and easily access data
Scale and personalize outreach
Manage leads
Track and manage
your leads
Create tags for your contacts and always have a 360 degree view of who you’re communicating with. Easily filter, and search tags for all your reporting and list-building needs within our real estate investor CRM.
Organize investor
data
Track all prospect and investor information in one place, including contact information, tax and bank account data, capital invested, and all documents relating to current and past investments.
Communicate
effectively
Easily track, send, and create follow up emails within the real estate investor CRM with automatic integration to Outlook, Gmail or any other email provider. Segment and email investors by investment or by custom groupings to more efficiently manage communications.
“AppFolio Investment Manager gives us not only credibility, it gives us professionalism.”
Access fundraising
history
Access insights into your investors’ real estate investment history, including commitments, contributions, and distributions. Quickly reference investor data to efficiently respond to investor questions.
Task management
No matter the size of your team, stay aligned with task management capabilities. You’ll be able to see which actions to prioritize in a task list with due dates and automated email reminders.
Investment Manager
Explore more from AppFolio Investment Manager
Investor Portal
AppFolio’s Investor Portal gives real estate investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital.
Learn MoreInvestment
Management
Optimize your fundraising workflow end-to-end, from promoting new offerings to automatically calculate and pay investor distributions.
Learn MoreAsset
Management
AppFolio Alpha™ automatically aggregates, normalizes, and visualizes key property management data, surfaces actionable insights, and enables better decision-making.
Learn MoreWe’ll help you get organized
Meet with our product experts to see your customized view of AppFolio’s real estate investor CRM.