Cash Flow Portal CRM
Ranked in Property Management CRM Software·paid from $41.58/mo
About
Cash Flow Portal CRM is a web-based CRM for real estate cash flow operations. Its listed tools cover lead capture, leasing pipelines, applicant messaging, contact history and SMS messaging, bringing prospect follow-up and leasing activity into one workflow. The product is listed with a freemium pricing model and a free plan. Paid plans start at $499/mo (annual). Cash Flow Portal was founded in 2020 and is headquartered in Seattle, Washington, United States. For teams evaluating it, the available feature set is specifically centered on capturing leads and managing leasing communications and pipeline activity; the listed platform is web, so it is accessed through a browser. The pricing note identifies an annual term for the starting paid price, alongside free access. The facts do not specify contact limits, automation details or integrations, so those should be checked against a team's requirements before choosing it.
Who it is for
It suits property teams that want web-based lead capture, leasing pipeline tracking and applicant communication, including SMS. The free plan may fit teams starting without a paid subscription.
What is good
- Free plan is available.
- Captures leads and tracks leasing pipelines.
- Applicant messaging and contact history are listed.
- SMS messaging is included.
- Web platform.
What to know first
- Paid plans start at $499/mo (annual).
- Listed platform is web only.
Verdict
Cash Flow Portal CRM covers a focused set of lead, leasing and applicant communication needs. Check that its web platform and paid-plan starting price fit your team's requirements.
Compared on property management CRM software
- Free plan
- Yescashflowportal.com
- Lead capture
- Yescashflowportal.com
- Leasing pipeline
- Yescashflowportal.com
- Applicant messaging
- Yescashflowportal.com
- Contact history
- Yescashflowportal.com
- SMS messaging
- Yescashflowportal.com
Facts
- Purpose
- The CRM tracks prospects, tenants, and owners in one place around the leasing process.cashflowportal.com · 4 Oct 2026
- Pipeline
- A visual pipeline tracks leads from inquiry through touring, application, and signed lease.cashflowportal.com · 4 Oct 2026
- Automation
- Sequences can send emails and texts or create tasks based on lease dates, tags, or pipeline stages.cashflowportal.com · 4 Oct 2026
- 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.cashflowportal.com · 4 Oct 2026
- Migration
- The page says users can bring contacts over from another CRM.cashflowportal.com · 4 Oct 2026
- Integration
- Cash Flow Portal says its Zapier integration connects with over 5,000 applications and features two-way sync.cashflowportal.com · 4 Oct 2026
- Named integrations
- The integrations page lists Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack, and Airtable.cashflowportal.com · 4 Oct 2026
- Security
- The pricing page lists SOC II compliance, detailed audit logs, user access permissions, end-to-end data encryption, and two-factor authentication.cashflowportal.com · 4 Oct 2026
- Support
- The pricing page lists WhatsApp, video call, and email support, a support article bank, and white-glove migration service.cashflowportal.com · 4 Oct 2026
- Additional cost
- Tenant screening reports carry a separate cost from the background-check partner.cashflowportal.com · 4 Oct 2026
- Audience
- The CRM is presented for property managers handling prospects, tenants, and owners across properties, units, and leases.cashflowportal.com · 4 Oct 2026
- 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.cashflowportal.com · 4 Oct 2026
Company
- Founded
- 2020cashflowportal.com · 28 Sept 2026
- Headquarters
- Seattle, Washington, United Statescashflowportal.com · 28 Sept 2026
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Where it ranks on Inferse
Sources
- cashflowportal.com/products/crm· checked 4 Oct 2026
- cashflowportal.com/features/integrations· checked 4 Oct 2026
- cashflowportal.com/pricing· checked 4 Oct 2026
- cashflowportal.com/about· checked 4 Oct 2026