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Cash Flow Portal CRM
Seattle, Washington, United States
What it is
Cash Flow Portal CRM is a web-based system for property managers handling prospects, tenants, and owners across properties, units, and leases. Its visual pipeline follows a lead from inquiry through touring, application, and signed lease. Embedded inquiry forms send submissions to the CRM with the relevant property tagged, while applications and e-sign are described as part of the same pipeline. Sequences can send emails and texts or create tasks according to lease dates, tags, or pipeline stages. Prospect records retain conversation history even when someone never becomes a tenant. Users can import contacts from another CRM. Cash Flow Portal says its Zapier integration provides two-way sync with more than 5,000 applications; named integrations include Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack, and Airtable. The service has a free plan, with paid access from $499/mo (annual). Tenant screening reports cost extra.
For and against
For
- Free plan available
- Visual leasing pipeline
- Email, text, and task sequences
- Two-way Zapier sync
- Applicant messaging and e-sign workflow
Against
- Tenant screening costs extra
- Paid plans start at $499/mo (annual)
- Web platform only
The verdict
Cash Flow Portal CRM brings lead capture, leasing stages, applications, messaging, and contact history into one property-management workflow. Its free plan and broad integration list may help teams evaluating a browser-based CRM, while screening fees and paid-plan costs require attention.
Who it suits
It suits property managers coordinating leasing activity, applicant communication, and records across multiple properties. Teams wanting web access, CRM migration, and integrations may also find it relevant.
Plans and prices
Syndication Portal
Investor portal · secure document sharing · K-1 distribution · offering pages
Read 21 Oct 2026 · cashflowportal.com
Syndication Suite
Everything in Syndication Portal · CRM · AI underwriting · MCP server access
Read 21 Oct 2026 · cashflowportal.com
Enterprise
Custom software and services mix · bookkeeping · K-1 preparation · reporting
Read 21 Oct 2026 · cashflowportal.com
On the record
- Additional cost
- Tenant screening reports carry a separate cost from the background-check partner.cashflowportal.com · read 4 Oct 2026
- API and SDK
- Zapier exposes Cash Flow Portal actions through a JavaScript/TypeScript SDK and MCP connections, including contact and meeting actions.zapier.com · read 21 Oct 2026
- Applications
- Prospects can move from inquiry to submitted application within the CRM, and applications and e-sign are described as built into the same pipeline.cashflowportal.com · read 4 Oct 2026
- Audience
- The CRM is presented for property managers handling prospects, tenants, and owners across properties, units, and leases.cashflowportal.com · read 4 Oct 2026
- Automated follow-up
- Sequences can send emails or texts and create tasks when dates, tags or pipeline stages trigger them.cashflowportal.com · read 21 Oct 2026
- Automation
- Sequences can send emails and texts or create tasks based on lease dates, tags, or pipeline stages.cashflowportal.com · read 4 Oct 2026
- Company history
- Cash Flow Portal's about page says its first code was written in April 2020 and it soft-launched to seven beta users in July 2020.cashflowportal.com · read 4 Oct 2026
- Company profile
- LinkedIn lists Cash Flow Portal as privately held, headquartered in Seattle, with 11–50 employees and founded in 2020.linkedin.com · read 21 Oct 2026
- Contact history
- Prospect records and past conversations remain saved even if they never become tenants.cashflowportal.com · read 4 Oct 2026
- CRM contact history
- Prospect records retain contact details and prior conversations even when a prospect never becomes a tenant.cashflowportal.com · read 21 Oct 2026
- CRM pipeline
- The CRM visualizes prospects through inquiry, touring, application and signed stages.cashflowportal.com · read 21 Oct 2026
- Digital business cards
- Digital cards shared by QR code automatically synchronize exchanged contact details into the CRM.cashflowportal.com · read 21 Oct 2026
- Founder and YC
- Y Combinator identifies Perry Zheng as founder and CEO and lists Cash Flow Portal in the Winter 2022 batch.ycombinator.com · read 21 Oct 2026
- Free access
- The maker advertises starting for free without a credit card, while Software Advice describes a 14-day commitment-free trial extendable to 30 days by request.softwareadvice.com · read 21 Oct 2026
- Funding history
- The company’s history page says it raised $5 million in April 2022 and a $2.7 million seed extension in August 2023, totaling more than $8 million raised by then.cashflowportal.com · read 21 Oct 2026
- Hosting
- The security page says customer data is encrypted and stored in AWS Cloud, indicating a hosted SaaS deployment.cashflowportal.com · read 21 Oct 2026
- Integration
- Cash Flow Portal says its Zapier integration connects with over 5,000 applications and features two-way sync.cashflowportal.com · read 4 Oct 2026
- Integrations
- The integrations page lists Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack and Airtable through Zapier.cashflowportal.com · read 21 Oct 2026
