AppFolio Investment Management Real estate investment management ( 4.83/ 5 6 reviews) 27,288 Alternatives to AppFolio Investment Management
Explore a recommended list of AppFolio Investment Management alternatives for your business in 2020. Compare alternatives to AppFolio Investment Management side by side and find out what other people in your industry are using. Let GetApp help you determine if the competition offer better features or value for money.
Modern investment management for the real estate industry
What users mention about Juniper Square See all reviews It has been a great experience and our investors have been pleased with our roll out of the system. Overall, we've had a very positive experience with Juniper Square. Their customer service is outstanding and always available to help. We have utilized the expertise of our dedicated AE - Representative - 100x more than initially anticipated - and have always been treated with courtesy and kindness.
Deals, relationship, and firm management software
What users mention about DealCloud See all reviews DealCloud has been an amazing addition to our company and we are so happy with our choice. It's appalling that changes they were supposed to make in implementation are just passed off as your fault and problem. The implementation process was completed on time and on budget, and the customer service to date has been outstanding.
Investment, funds, and accounting management solution
File sharing, marketing & analytics tools for hedge funds
Cloud-based portfolio monitoring & equity management tool
Cloud-based platform for managing investments and funds
Portfolio stress testing software for advisory firms
What users mention about HiddenLevers See all reviews Ease of use, integrations with Wealth Vision, and quick ability to add investments through customer support. Ve really enjoyed working with the evolving software that supports our desire to provide smart decision-support that is advisor-centric and client-focused. Very positive and an excellent method for documenting fiduciary recommendations.
Web-based trading tools for brokers and digital advisors
Cloud-based equity management solution
Equity management solution for public & private firms
What users mention about Carta See all reviews I love being able to go in and see how many shares I have, how many have vested, and when the next shares will vest. I also really like the interactive vesting schedule/option exercise calculator. They are both quite helpful in visualizing stock benefits. Overall, it's been awesome using Carta. It's a great tool to manage private equity.
Real estate management for paperless ownership transfer
Lease Accounting Compliance Made Easy
What users mention about AMTdirect See all reviews Great people and easy to work with. AMT has been a great partner in helping us implement. My overall experience with AMT is positive. I have a long history as a user and have built good relationships with some of their team members. Ease of use and that it is cloud based and we could share it with clients-also loved the AMT team that helped us.
Real estate transaction management software
What users mention about dotloop See all reviews It had weird quirks that are hard to describe, and sometimes navigating between offices(if you administate many) it can be confusing. The versatility, I can use it from my laptop, tablet or phone and its user friendly and its great when you need to integrate everyone in the deal. Love and recommend it to all. I absolutely love dotloop. I love how it makes keeping up with my transactions seamless and easy.
Commission and accounting solution for real estate brokers
Your complete real estate back office management solution
What users mention about Brokermint See all reviews I like that I can see what my business is doing, closed, current, and prospects. I also like the dashboard and the ability to compare my numbers with other agents in my office. Overall it has been a good experience. The training was good but the trainer went pretty fast and referred me to help videos that I don't always have time to sort through for quick answers. As time went on, we were assigned account specialists more times than I can count and now all we are is a number. Luckily, they have a great product - that we need.
Project Management Made Easy
What users mention about monday.com See all reviews The managers are able to have a high-level view of how progress is going, while the team can see the daily details of each and every task. The layout is fun, colorful, and most importantly clean. The feature that I liked the most and is the most impactful is the ability to integrate with other software applications to bring in data to Monday.com. It creates a seamless integration. Monday.com is a great tool in my experience for smaller teams who need a robust solution to help with project alignment and goal setting.
Sales, marketing, and communication management software
What users mention about Ontraport See all reviews I really like the hands on customer service, we have had multiple "how to" conference calls that were extremely helpful. I also like the easy, clean templates. My favorite thing about this is that you can use this for both lead capture as well as funnels and affiliates. So, the multi functionality of this is great. M happy with it and the clients that are paying and using the tool are happy too. I can see the entire campaign results in only one software, saving a lot of time and effort.
The world's #1 CRM, reimagined for financial services.
Platform that enables apps to connect with bank accounts
Cloud-based investment management platform
What users mention about Backstop See all reviews The flexibility of the software is a great feature - the ability to customize reports and layouts to suit our business has proven very helpful. Easily able to import/create contacts, organizations and opportunities. Import/Export capabilities are good. There are so many fields to choose from, sometimes you are lost.
Trading and portfolio management solution for hedge funds
Commercial real estate property & investment management
Cloud-based real estate and investment management software
What users mention about MRI Software See all reviews I like the software because it is easy to use and implement. But the greatest benefit in my mind is the customer support and customization that is available. MRI has a great vendor partnership that allows the vendor to seamlessly integrate their software with MRI's databases. You get the best of both worlds. It is user friendly and has good reports and a big fan of the budgeting module.
Private equity software for direct & indirect investments
Investment portfolio management system
Investor management for commercial real estate
What users mention about IMS Platform See all reviews I have not seen this offered on other tools to the degree it is available on IMS. This is a great strength in this tool and huge win for the multiple sponsors. IMS was the perfect solution to help manage the growing number of assets and investors. I am excited to see the upcoming changes. They are always updating, customizing, and improving their website to better suit our investors.
Investment management software
Integrated sales & customer relationship management software
Real estate property management software
CMS & property database for real estate agents
Cloud-based real estate management solution
Strategic planning and collaboration for fund managers
Real estate property management solution
What users mention about Yardi Breeze See all reviews Now we have people applying to unavailable units for the wrong price and this is going to cost us with BAD REVIEWS when we have to cancel and decline them. I have been growing over the past year and a half and I am glad to have started with Breeze. The software has been easy to accommodate the new addition of properties and growth. Software is very intuitive and user friendly. The customer service online chat feature is outstanding.
Suite of tools for investment management
Cloud-based private equity CRM solution for Salesforce
The engine of growth. An all in one solution for user data.
What users mention about User.com See all reviews User Engage by being so easy, help me to track what visitors really want and likes. Thanks a lot for being helpful. If you are into growth hacking this is something for you. The API is great: you can connect it with apps, crawlers or fb campaigns. M a fan -- their WordPress integration is great and is able to pick up on user signups automatically.
Web-based CRM platform for real estate businesses
What users mention about Realvolve See all reviews The training materials are good to, there's both written and video tutorials outlining all the program can do. It is robust program, more robust than I even imagined when I first bought into it. Streamlined business process with no more worries about forgetting to do anything. The idea of templates and workflows are great and the tech support is amazing.
Lead generation solution for realtors
What users mention about Kunversion+ See all reviews I like that I can create many hashtags to help me keep on top of my leads with ease. It does help keep me aware of what is going on with my leads. Everything is coordinated and there are a lot of wonderful tools that I'm still learning how to use. The amount of info and options to utilize is amazing. I just wish there was more guidance to setting up massive amounts of campaigns at once.
All in one real estate CRM
What users mention about Top Producer CRM See all reviews It's helpful in keeping track of clients and has some great features . . . little things I appreciate- like being able to merge duplicate contacts. You will have to purchase additional subscriptions they do not disclose. IDX is very crappy and unprofessional, unless you purchase from 3rd party and install on your site. I like Top Producer for the price- good value. I think it would be beneficial for them to update their interface and possibly incorporate additional features.
Real Estate CRM & Marketing Platform
What users mention about Propertybase See all reviews They are wonderful to work with and always incredibly helpful. This was a good decision for us. Propertybase is a fabulous company, with amazing staff and great tech for Real Estate. Ve had fairly good luck using this program - it's nice to have everything we use in one place.
A simple CRM built just for small businesses
What users mention about Less Annoying CRM See all reviews Software is very easy to set up, easy to customize, outstanding customer service and very inexpensive. It's a fantastic program. Customer service is also amazing - they answer questions within a day, tops. I also appreciate that they allow you to import your contacts relatively seamlessly using an excel spreadsheet, because that saved me a lot of time.
vcita: Build a business you’re proud of.
What users mention about vcita See all reviews I love the ease of navigating through this software. It’s very user friendly and if I have questions I can call and get friendly customer service. Our clients struggled with the appointment process and became frustrated with the system. We had to go another direction and were out $615 for only three months of service. Support very good except they are not interested when I ask them about integration with our CRM.
Build online database applications without coding.
Customer relationship management (CRM) with visual pipeline
Real estate management for brokers and enterprise
What users mention about kvCORE See all reviews It eliminates the frustration of calling a contact who has been in your database for a long time, only to find out they just purchased a home and you've missed out on being their agent. Works amazing with Facebook Marketing and the ability to capture and nurture any lead that comes from your campaigns. Love the automation for email followup and the ease of customizing templates. I love the ability that the software provides to work for you with the automated responses and its ability to integrate with IDX websites. What users mention about Freshworks CRM See all reviews We have been using Freshales for over an year now and our experience has been quite superb. I really appreciate their thoughtful updates on regular intervals. Easy set up, intuitive interface, good gmail integration, decent price. I once called them for help on a saturday and someone answered and was very helpful. Freshsales' biggest attractions are ease of use and cloud access. This facilitates the control of the business in progress and its closure, giving us better competitiveness in the market.
All-in-one real estate CRM & conversion suite
What users mention about Firepoint See all reviews This is a great accounting software suitable for medium and small business and its looks are very appealing with bright colors and stylish fonts. They were not willing to correct the issue and admit blame for spamming my gmail account. CRM is top tier and has great functionality. They take feedback and improvement suggestions and implement them.
The CRM designed for Google Workspace
What users mention about Copper See all reviews Good until inability to cancel. Now I feel the product is majorly defective as you cannot refuse to let customers cancel and continue billing them. This is a super intuitive, easy to implement system. It is super customizable and have allowed our remote team to work more efficiently and effectively. They have great customer success follow-up and have many scheduled support resources/weekly webinars to ensure you get the best out of your investment.
All-in-one management software built for small business
What users mention about Thryv See all reviews Thryv is awesome, incredible, and it produces immediate results. After 30 years in business I am proud to say, 2019 has been our best year ever. When I first heard of thryv it was my first time hearing crm, I had no idea how useful of a tool a good crm is, after good research I went with thryv and have loved it since. I really like the functionality of this software and how for me it is pretty easy to use. The support team is pretty awesome and helpful.
Cloud-based organization & collaboration tool
What users mention about Airtable See all reviews A great web solution that helps you make beautiful sheets without the hassles of excel. The UI is what people first comment on when I invite them to our shared set of bases--either "it looks great" or "this is easy" or something like that. I love the low price-point and the amazing customer service they have, by far one f the most powerful low-cost database/spreadsheet tool out there.
All-in-one leasing and property management solution
What users mention about Hemlane See all reviews I get everything from this. I have been managing my clients house in Georgia since more that 6 months now and I have been like 100% satisfied with the ease of it. I have had issues with payments but the customer care was so good that it got resolved smoothly. Sending notices, getting lease documents recorded and everything else has been extremely easy. It was so nice not to have to deal with the application, the exchange of funds etc and the report was perfect.
CRM software that helps you sell smarter, better, faster.
What users mention about Zoho CRM See all reviews Overall, this is a good starting point and a cheaper alternative than sales force. If you don’t want to spend the money on a more advanced CRM, this is a great product. Overall my experience has been very good. It important to remember that it is more suitable for a smaller client and cannot be expected to compare with large and well-established CRMs. I enjoyed the calendar and ability to have reminders about important dates. There was also the great feature of mashing it with Mailchimp as well.
Cloud-based CRM & Sales Automation
What users mention about Salesforce Sales Cloud See all reviews I like the fact that the website its pretty straight forward on what you need to do. But it would be great to see a video on how to do things on the software that most people aren't aware of. Never reloads, no one wants to use it, we lack most of the main functionalities that other companies have, they rolled it out too soon. The program is horrendous. I love how easy it is to store and navigate my files. I used this for business purposes and happy with the cloud.
CRM built by salespeople, for salespeople
What users mention about Pipedrive See all reviews It also serves me as a too, for monitoring outstanding performers in my sales team because I am able to track individual progress across all stages of the sales process. In all honesty, I didn't come across any benefits with this app and program. I feel that the product can be a benefit, but never had the opportunity to see it come to work for the better. We have recently started using pipedrive for marketing & sales outreach and I am really impressed with this tool. The UI of this tool is great and I can easily get the functions of this tool.
Mac CRM & Project Management for small business
What users mention about Daylite for Mac See all reviews It makes it super easy to stay clearly on top of all of the different projects and priorities I have. It syncs with my phone and iPad and computer so I am up to date at all times. In general I liked the intuitive software, it is a very useful tool for small and medium size companies, excellent tools and very good integration for MAC and APPLE users. Problems in integration with Zapier, poor integrations, unable to sync with google calendar, old fashion face, limited functionality of the mobile version.
The Equity Management Platform for High-Growth Companies
What users mention about Ledgy See all reviews Share-, Option-, generally the whole stakeholder Management is substentially simplified, super efficient and even makes fun. It’s simplicity and fun atmosphere (just love the title “Danger Zone” in the settings😉!). Outstanding onboarding experience, flawless software, simply great.
AI-based investment insights and financial analysis tool
Cloud-based investor relations solutions
Disclosure document management for real estate agencies
What users mention about Glide See all reviews I love the clear responses to the questions and the fact that a question can not be answered yes without an explanation. It helps me to know the form is complete. The seller has the capability to complete their disclosures more quickly and we have the ability to share them more quickly as well. Also the ability to get agents to complete their Avid faster. I am always excited to work with the team on new concepts and to learn about the new systems upgrades. It is a wonderful system and I can't wait to see what they come up with next.
Title and escrow management software for real-estate agents
What users mention about Qualia See all reviews I have only been with Hayes for a little over a year but, I can say that it is SO nice to have just one program we can use for everything. We absolutely love Qualia. Love it! the customer service team is so helpful and willing to help with what ever you are needing. The ability to see what business we have had come in and to see who is working on the file and what status it's in. I like the ability to SMS directly to our processor and/or closer.
CRM solution for automating sales, marketing & services
What users mention about Centra Hub CRM See all reviews Centra -crm is very best software this software is user friendly and most important is report is osam. Yes, its good except about the least like I explained above. We are planning to use it for our other sales medium also. Easy to understand and user friendly and easy to adopt.
Portfolio Aggregation & Trading Platform for Asset Managers
Investment & risk management software systems
Valuation and performance tracking
Portfolio rebalancing and optimization
Decision support for business process improvement
Web-based investment and portfolio management system
All-in-one investor management for financial firms
Professional tax preparation software
Accurate valuation of businesses, companies and investments
Wealth management and optimization platform
Online groupware and collaboration software
International bank transfer platform for SMBs
Smart accounting software for landlords.
What users mention about Stessa See all reviews Just like the title suggests - so far so good. The customer support has been surprisingly quick and helpful. This was easy to address with the software and when I asked for help on the "help me" message board, I got a complete, useful answer the next day. I love the ease of use and ability to connect to my business checking account as well as my business credit card.
Keep Your Eye On Your Investments
What users mention about StockMarketEye See all reviews This is an excellent stock following program. There are some things that could be made perfect (from already good or very good or a few things excellent). The currency difference is very intelligently handle and even multiple wachlist for selected stocks which I like. Very Good Display Rich experience. One of the easiest and best portfolio manager I used so far, excellent value, I use it every day to overview my holdings, runs smoothly and fast, better than online portfolio software.
CRM solution for real estate marketing and sales teams
Cloud-based real estate management solution
Marketing automation system for real estate businesses
Cloud-based real estate CRM solution for property builders
Real estate CRM & sales management solution for builders
Innovate, automate and dominate your real estate market
CRM software for the real estate industry
Web-based Real Estate CRM Software
Cloud-based sales & service solution for firms of all sizes
CRM solution for real estate agents
Customer relationship management for real estate
Lead management software for real estate agents
What users mention about Agent Legend See all reviews I love that I was able to marry it with the lead source from my Realtor partner. My followup with their leads is more extensive than theirs is, which makes them very happy to partner with me. They seem like a good company, their customer service (prior to signing up) was great - responsive, and friendly. It saved our inbound sales team lots of time chasing prospects who aren't interested and focused them on the ones that were responsive.
Real Estate CRM solution for brokers and agents
Smart real estate management software
Customer Relationship Management for sales teams
What users mention about CompanyHub See all reviews My over all experience has been very good. I would recommend using this tool. It is so simple to use and offers an excellent way to build better relationships with our clients, as well as manage our sales pipeline. The interface is so user friendly and intuitive that it is so easy to learn/pick up.
Lead management and routing for real estate agents & brokers
Marketing & CRM software for the Real Estate industry
The Sales Engagement CRM | Turn more leads into revenue
What users mention about Close See all reviews The phone integration priceless and extremely convenient. Ll be honest I thought that the pitch was to good to be true, but as it stand right now is as good if not better. It is a horrific experience. They are there for one purpose and one purpose alone: to extort you, in any way they can find, for your credit card. I like the cost above all else. We used a more expensive CRM for a while and were thrilled to find out about Close.io and its low price in comparison.
Deal management platform for real estate investment
CRM, marketing & transaction management for real estate
What users mention about LionDesk See all reviews This is a great software for non-techie individuals who want powerful, robust and easy to use CRM. I love this platform so far. It has been very user friendly and has most of the features I want for a very reasonable price. While I was using it, I found LionDesk very useful. It had a great database feature, the drip campaigns went out seamlessly, and it was very easy to keep up with all documents imported into system.
Every asset. Every opportunity. One platform.
What users mention about VTS See all reviews Overall, it has been good. I am hoping their team can adjust and allow the user to customize their experience a little better. My favorite thing is the stacking charts for each building. It is a great and easy way to visualize what spaces are available or coming up for renewal. VTS is a great Asset Management and Leasing Tool. It allows an asset manager to physically see the real-time leasing activity, stacking plans, lease roll, and more.
Real estate property management
Turn relationships into results
What users mention about Contactually See all reviews Fantastic customer service and support, great understanding of the real-world challenges of their market, solid CRM features. Great for managing contacts, follow up, etc., easily and in a 'game-ified' way. Fun and easy to use, and provides useful reminders, etc. I also love the overall robustness of the programs, the templates, and the training videos are super informative.
Real estate CRM for realtors
What users mention about RealOffice360 See all reviews I love that this software is a Canadian company. They have a very nice look, excellent customer service and support and a nice app for on the go. The whole experience with RealOffice360 is exceptional; it’s intuitive, keeps me focused, fantastic responsiveness from the support group, and simply how slick it is to use. It's extremely easy to use, user friendly, and has a great dashboard. Most importantly, it helps to keep me organized and stay in touch with my clients.