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AppFolio Investment Manager vs InvestNext Comparison (2026)

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AppFolio Investment Manager logo

AppFolio Investment Manager

InvestNext logo

InvestNext

Overview

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

InvestNext helps businesses streamline front and back-office operations and manage portfolios via a unified portal. Clients can create customized reports and dashboards, view historical data, get notification alerts, and set up automated workflows.

  • 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

Empty state illustration for "No pricing info"

No pricing info

  • 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

4.7

20

5

4

3

2

1

17

2

0

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
90%
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

“The Detailed data that both you and the investors can view with the click of a button. ”
TB

Tim B.

Managing Partner

“InvestNext has proven to be an invaluable tool for our fundraising and investor relations activities.”
NL

Natalia L.

Operations Director

“Investnext is easy to use and has a very unique (and valuable) cosponsor function that enables larger GP teams to work together on investment deals.”
TL

Taylor L.

GP

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

“It is very expensive for what it is, especially when we are just managing funds and not raising as much capital as we'd like.”
Verified reviewer profile picture

Philip B.

Investor Relations Manager

  • Vendor responds to reviews
  • Last review4 years ago
  • Vendor responds to reviews
  • Last review6 months ago

Key features

  • Total features58
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Audit Trail
  • Benchmarking
  • CRM
  • CRM Integration
  • Campaign Management
  • Client Management
  • Client Portal
  • Client/Property Matching
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customizable Reports
  • Dashboard
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Digital Signature
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Fee Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • For Commercial Real Estate
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Interaction Tracking
  • Investments Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Mobile Access
  • Mobile App
  • Payment Processing
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Portfolio Rebalancing
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Segmentation
  • Self Service Portal
  • Status Tracking
  • Task Management
  • Template Management
  • Third-Party Integrations
  • Transaction History
  • Transaction Management
  • Vendor Management
  • Visual Analytics
  • Workflow Management
  • Total features47
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Audit Trail
  • Benchmarking
  • CRM
  • CRM Integration
  • Campaign Management
  • Client Management
  • Client Portal
  • Client/Property Matching
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customizable Reports
  • Dashboard
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Digital Signature
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Fee Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • For Commercial Real Estate
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Interaction Tracking
  • Investments Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Mobile Access
  • Mobile App
  • Payment Processing
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Portfolio Rebalancing
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Segmentation
  • Self Service Portal
  • Status Tracking
  • Task Management
  • Template Management
  • Third-Party Integrations
  • Transaction History
  • Transaction Management
  • Vendor Management
  • Visual Analytics
  • Workflow Management

Integrations

  • Total integrations8
  • ButterflyMX
  • Conservice ESG
  • Constant Contact
  • Happy Property
  • Homebase
  • HubSpot CRM
  • Knock CRM
  • NetVendor
  • Opiniion
  • ShowMojo
  • Zapier
  • Total integrations3
  • ButterflyMX
  • Conservice ESG
  • Constant Contact
  • Happy Property
  • Homebase
  • HubSpot CRM
  • Knock CRM
  • NetVendor
  • Opiniion
  • ShowMojo
  • Zapier