The CRM for Raising Capital

Every CRE Firm Wants to Raise More Capital. Few Have a System to Do It (Until Now).

We built the all-in-one investor acquisition engine that commercial real estate firms use to attract LPs, nurture them automatically, build a trusted brand, and raise more capital without relying on referrals or luck

CRM

Content

Follow-Up

Automation

The CRE Engine

Get everything you need to raise capital faster and easier than ever.

Our all-in-one marketing system is fully built out from day one for commercial real estate firms. No more manual follow-up. No more losing LP investor leads. No more hassle.

CRM & Pipeline Management

All-in-One CRM

Customizable Dashboard

Pre-Built Pipelines for Capital Raising

Email marketing templates for deal updates

Nurture and close leads all in one place

Pre-built tags and properties for segmenting lists

Automated Follow-Up & AI Agents

Automated text message & email follow up

Pre-built welcome and follow-up sequences

No more manual follow-up and chasing leads

All of your conversations and notes in one place

AI agents for follow-up and conversation (AI Pro Plan)

Content & Brand Management

Post from all of your socials in one place

Messaging that resonates with HNW investors

Grow your brand at scale and capture leads from social

Calendar Booking & Custom Lead Forms

Stop paying for calendly or booking tools

Connect to your calendar for calls with LPs

Calendar for each member on your team

Pre-built tags and lead capture forms

Easily embed forms on your website

Mobile App

Mobile app for your phone and tablet

Follow-up on the go

Compatible with Apple and Android

PRICING

Choose Your Plan

CRE Engine (CORE)- Monthly

$297/month

  • Unlimited users and contacts

  • Unlimited automated workflows

  • Unlimited Calendars and forms

  • Pre-built CRE Engine snapshot:

    • Capital raising pipelines

    • Tags, custom fields, properties

    • Lead scheduling and follow-up automations

    • Email templates: welcome sequence, follow-ups, newsletter, deal announcements, meeting confirmations

No contracts - cancel anytime

CRE ENgine (core) - Annual

$2,970/year

  • Save 17% compared to monthly plan

  • Unlimited users and contacts

  • Unlimited automated workflows

  • Unlimited Calendars and forms

  • Pre-built CRE Engine snapshot:

    • Capital raising pipelines

    • Tags, custom fields, properties

    • Lead scheduling and follow-up automations

    • Email templates: welcome sequence, follow-ups, newsletter, deal announcements, meeting confirmations

No contracts - cancel anytime

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The number one marketing platform for commercial real estate firms raising capital and scaling deal flow.