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AppFolio Investment Manager vs Agora Comparison (2026)

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AppFolio Investment Manager

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Agora

Overview

AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

Agora is a comprehensive, intuitive, and easy-to-use real estate investment management platform, enabling firms to raise capital faster, streamline operations, foster investor relationships and ultimately drive profits for themselves and their investors.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

650

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

749

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

100

5

4

3

2

1

77

20

2

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

4.5

12

5

4

3

2

1

9

2

0

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

Pros

“Ability to easily upload K-1s and access documents, and information pertaining to their investments 24/7.”
CM

Chrissy M.

Director of Investor Relations

“For example, unrolling transfers, importing historical data, making bulk updates to historical data.”
AY

Alex Y.

Tax Senior Accountant

“Appfolio helps manage your properties in a much-organized way, it lets you customize your account and notifications so that way you make sure you always get email notifications about the most important subjects for your team”
LL

Lucy L.

PM Assistant

Pros

Not enoughreviews yet

Cons

“I was a bit intimidated in setting up the system after having tried other CRM / investment management systems and in the past felt it was a lot of work to get to a point where the software was valuable to the business.”
JD

Jaymie D.

Operations Executive

“The reporting capabilities are terrible.”
MA

Mandy A.

Investor Service Representative

“That you cannot email contacts from the Investing Entities Page.”
JM

Jennifer M.

Executive Assistant

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review4 years ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features58
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Appointment Management
  • Benchmarking
  • Billing & Invoicing
  • CRM
  • CRM Integration
  • Calendar Management
  • Campaign Management
  • Cap Table Management
  • Cash Flow Analysis
  • Client Management
  • Client Portal
  • Client/Property Matching
  • Commercial Property Management
  • Commission Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Electronic Signature
  • Email Alerts
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Fee Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • For Commercial Real Estate
  • For Investors & Traders
  • For Real Estate
  • Forecasting
  • Fund Management
  • Interaction Tracking
  • Investments Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Mobile Access
  • Mobile App
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Segmentation
  • Self Service Portal
  • Status Tracking
  • Task Management
  • Template Management
  • Third-Party Integrations
  • Transaction History
  • Visual Analytics
  • Workflow Management
  • Total features64
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Appointment Management
  • Benchmarking
  • Billing & Invoicing
  • CRM
  • CRM Integration
  • Calendar Management
  • Campaign Management
  • Cap Table Management
  • Cash Flow Analysis
  • Client Management
  • Client Portal
  • Client/Property Matching
  • Commercial Property Management
  • Commission Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Electronic Signature
  • Email Alerts
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Fee Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • For Commercial Real Estate
  • For Investors & Traders
  • For Real Estate
  • Forecasting
  • Fund Management
  • Interaction Tracking
  • Investments Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Mobile Access
  • Mobile App
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Segmentation
  • Self Service Portal
  • Status Tracking
  • Task Management
  • Template Management
  • Third-Party Integrations
  • Transaction History
  • Visual Analytics
  • Workflow Management

Integrations

  • Total integrations8
  • ButterflyMX
  • Conservice ESG
  • Happy Property
  • Homebase
  • Knock CRM
  • NetVendor
  • Opiniion
  • Salesforce Platform
  • ShowMojo
  • Zapier
  • Total integrations2
  • ButterflyMX
  • Conservice ESG
  • Happy Property
  • Homebase
  • Knock CRM
  • NetVendor
  • Opiniion
  • Salesforce Platform
  • ShowMojo
  • Zapier