Customer Relationship Management
Manage investor relationships effortlessly with our purpose-built CRM for real estate syndicators. Streamline communications and boost productivity.
A commercial real estate CRM built for syndicators and their investor relations teams. As a syndicator, you need a way to manage everything in one place. That’s where our CRM for estate syndication comes in. Sync valuable company data and unlock productivity across your entire team.
CRM for Real Estate Syndication
At its core, real estate investment management is about relationships. So, we’ve carefully designed and built our very own native CRM for investor relations. It sits at the forefront of our investor relationship management software.
Our CRM’s seamless design mirrors your workflow with the ability to log notes, send email, and group investors using tags. Our CRE investor relationship management software makes the mundane more manageable because we’ve made it just that simple to use.
- Manage your investor pipeline with total visibility
- Organize prospect information, making it easy to find (no more hunting through spreadsheets)
- Send personalized emails to many investors in minutes
- Keep track of which prospects you’ve reached out to and which ones are farther along in the investment process
Why you’ll love this tool:
Your productivity levels will soar when you can locate and manage investor data, communicate through integrated email, and securely store and disseminate sensitive documents from one central location. There’s no going back to the old-fashioned way of doing things. The time you’ve been spending hunting through email and spreadsheets will turn into time you can use to turn over new opportunities and form relationships that grow your company faster.
Great software doesn’t help you get closer to your goals if it’s too hard to use. Because our CRM for investor relations is so simple, your team will ramp up faster and see greater adoption across the company to drive the results you’re seeking out of your CRE technology partner.
Janover Connect’s real estate CRM for syndication enables real estate professionals to identify, track, and manage their investor relations within a single system.
Also in Janover Connect
- ⤷ Distribution Automation
Automatically calculate and post distributions, notify investors, and transfer ACH funds in minutes. - ⤷ Deal Rooms
Impress investors with professional, organized deal rooms. Share documents securely, track engagement, and close deals faster with our intuitive platform. - ⤷ Investor Portal
Provide a better investor experience with convenient self-service and transparent report access.