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Über SyndicationPro

Raise capital and spend less time doing it using SyndicationPro's Investor CRM, Investor Portal, and Investment Management software

Erfahre mehr über SyndicationPro

Zeigt 15 Bewertungen

Logan d F.
Owner in USA
Verifizierter Nutzer auf LinkedIn
Immobilien, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Best bang for your buck

5 letztes Jahr

Kommentare: Great software

Vorteile:

Customer service is on point [SENSITIVE CONTENT HIDDEN] and his team have built An incredible Software That will help you raise More $ and Communicate more concisely.

Nachteile:

They’re working on all of them ! They’ve done a great job listening

Maxx B.
Accounting and Compliance Officer in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

An excellent software tool for an excellent value

5 letztes Jahr

Kommentare: Overall, Syndication Pro is a wonderful and very effective product that I will absolutely recommend to other professionals I know in the Real Estate Syndication industry.

Vorteile:

Syndication Pro is an incredibly effective tool. The software manages all of our leads and investors, calculates distributions, has integrated email tools, and handles all of our e-signing needs. It does all of this while still being more competitively priced than their competitors.

Nachteile:

There is a little bit of a learning curve at first with the software. After you spend a few hours exploring the product it is very simple and user friendly.

Gary Y.
Acquisitions and Operations in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

CRM Selection

5 letztes Jahr

Vorteile:

Value - combination of features and price. Was looking for a CRM platform which is easy to use for the non-tech potential investor. Used a different CRM in the past which was a barrier to investors. This platform allows potential investors to look at your past deals - essential in a platform. Also need platform which continues to support investor communication.

Nachteile:

Investor Communication functionality could be more robust.

Amir H.
President in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Beats All Competitors

5 letztes Jahr

Vorteile:

The sales team is extremely responsive and helpful upon set up. My calls are always returned immediately and I can count on [SENSITIVE CONTENT HIDDEN] to answer any and all questions I have. The platform itself is very intuitive and easy to use!

Nachteile:

Only downside I can see thus far is the lack of ACH payments but [SENSITIVE CONTENT HIDDEN] and his team informed me this will be rolled out by 2021!

Aram S.
Principal in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

These Guys Get it!!!

5 letztes Jahr

Kommentare: Most importantly, SyndicationPro customer service, engagement and responsiveness have been outstanding. This is extremely important to us, and they have always made us feel important.
We also like that the founders bring the right background of software and designed couples with real and active deal syndication experience....they can quickly translate business needs to functional features in a way investors and sponsors can easily use them.

Vorteile:

A very intuitive interface; ease of use both for the investor and sponsor Nicely designed layout; this helps support the ease of use. Feature rich, had everything that 'larger' companies offered and continue to build out more and more features quickly. Cost structure that scales well; from one deal to dozens, syndication groups can enjoy the same high quality function and features rightsized for their need.

Nachteile:

The things I did not like were features that were not available such as deeper CRM automation functions or clean ties to distribution payments. However, these are functions that SyndicationPro is aggressively working to add / improve and these were not well handled on any competitive platform to our satisfaction either.

Neil L.
Account Executive in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Excellent Software and Customer Care

5 letztes Jahr

Vorteile:

SyndicationPro is very user friendly and the design of the user interface is exceptional. SyndicationPro has allowed us to communicate with our investors in a more streamlined and efficient manner. The team at SyndicationPro are very helpful and quick to respond!

Nachteile:

The integration with our active campaign took a while to set up to where it was fully automated, but from conversations with the SyndicationPro team, I guess they are working on making that process easier.

Jennifer P.
Director of Operations in USA
Immobilien, 11-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Everybody Wins

5 letztes Jahr

Kommentare: The synpro team has been terrific. From helping us onboard the software and migrating our information, to answering all my many questions quickly and efficiently. [SENSITIVE CONTENT HIDDEN] is always gracious in response to requested optimizations or needed items too.
The software has been great for our investors as well. And has cut down our need to answer questions since they can log in to their account and easily find all their information. And information on any upcoming deals.

Vorteile:

With a background in customer service, I love the feature where you can log in as the investor. Ease of use Amazing customer support - always responsive, always helpful The dashboard - all the most important stats in one place

Nachteile:

Newer software - so still working out some needed updates and adding additional features for better optimization

Jens N.
Principal in USA
Immobilien, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

SyndicationPro Review after 4 deals

5 letztes Jahr

Kommentare: This is an excelent product to manage your real estate syndications.

Vorteile:

SyndicationPro really makes the process of managing your real estate syndications easy. The ability to manage your leads communicate with investors and have them sign your documents directly in the application are awesome.

Nachteile:

It currently doesn't really integrate with my own CRM.

Danny F.
CEO in USA
Vermögensverwaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Best Investor Relations Platform for Syndicators

5 letztes Jahr

Vorteile:

It is made specifically for syndicators by syndicators. The team at Syndication Pro are exceptionally responsive and professional. Not sure how we could do this without them!

Nachteile:

There are some minor tweaks in the organization of investors with multiple investments and multiple partners. I spoke with [SENSITIVE CONTENT HIDDEN] about this, and they are working on making it better. This is very minor nit picky stuff.

Brock M.
Owner in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great product!

5 letztes Jahr

Kommentare: Great experience so far. The team is quick to answer any questions and it is a very intuitive product.

Vorteile:

This software is super easy to use and set up. I was able to get a pre-existing deal set up and get all of our investors set up on the portal within a few hours. I also love how you can sync the portal on your website.

Nachteile:

Being able to send distributions via direct deposit

Pratima bhuvan S.
Managing Partners in USA
Immobilien, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great Product

5 letztes Jahr

Kommentare: Technology, Knowledge, Ability, Flexibility, and Customer Service are some of the things that come to mind for SyndicationPro. It is an easy to use product backed by very knowledgeable and flexible team.

Vorteile:

User friendly Covers all Syndication Details

Nachteile:

Still developing and can add a few more features

Victor A.
Manager in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Perfect for Real Estate Investor!

5 letztes Jahr

Kommentare: The team is extremely responsive and easy to work with and the product is great!

Vorteile:

Easy to use and more importantly it's functionalities.

Nachteile:

No real cons about the software. If we could start making distributions from it would make it even better.

Eduardo G.
Member in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Great Solution

5 letztes Jahr

Vorteile:

The easy way to enter and find information.

Nachteile:

Haven't found so far, one suggest is to have a "contact us" on the investor portar.

Chris P.
Co-Founder in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Easy to use and fantastic customer support

5 letztes Jahr

Kommentare: Love it. I"ve already pushed onto other investors!

Vorteile:

Customer Service. Any issues, any explanations, anything needed... they are very quick to respond with helpful insight. Also, the tutorials are incredible.

Nachteile:

Inability to forward or respond to previous emails already written. However, they are quick to fix minor issues, so I"m sure this is something that will be fixed.

Ivan M.
President in USA
Immobilien, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Easy and useful

5 letztes Jahr

Vorteile:

Easy integration, meets all my needs to manage investors and assets, all for a fair price.

Nachteile:

So far nothing to complaint about. The software works exactly as I expected.