The CRM that's tailor-made for the real estate industry.

It’s designed to help you manage your assets and engage your investors.


Investors and Prospects


Manage your contacts, entities, ownership data and distributions in a one centralized location for all your team to access and update.

Document Management


Create a secure online hub for all your shared documents and records so your team members and investors stay connected.

Fully Customizable CRM


We understand that no two companies are alike, that's why we let you choose the CRM fields that meet your business needs.

Talk to a Product Expert

We can show you how to take your investor relations to the next level