Pricing, ease of use, responsiveness of support.

Easy to use, investors love it, and it is a great and efficient way to communicate with investors and distribute tax information.

Integrates nicely with Appfolio Property Management, so there's very little duplication of work.

The software is easy to use and helps me provide an attractive front-end to my investors. They have a single place to view all of their investments with my firm.

The onboarding process with AIM's team was incredibly easy and efficient. We've also received wonderful feedback from our investors regarding the owner portal.

For us the 2 greatest aspects of the platform are the ability to request features, edits, requests (big or small) and actually see them get implemented. The other is the customer service.

The Investor view is very good and easy to understand for the investor. Good overview with easy drill down.

So, a quick email or phone call resolves the issue in minutes. When there has been trouble it has come from the sister software of AppFolio Property Management.

Easy to use, support is super helpful with a quick response time.

An amazing software that is transitioning as needed.

We've quickly moved past 6-figure investors and well into 7-figure investors.

The customer support team has to be the single best part about the software. They are prompt and get to the bottom of all our questions quickly.

My investors love the portal and it makes my life exponentially easier versus manual and scattered investment tracking methods.

Overall it is a very positive experience. One of the best things about using any Appfolio software is the great team at Appfolio.

We haven't used the application long enough to discover many negative aspects of the software.

Difficulty in adding Notes as an investment type, though it is possible, its a little more complicated than equity.

Hands down the best experience we've had with a software provider. Their responsiveness, knowledge and overall thoroughness is critical.

The upload was easy, provides performance metrics, and easy communication. But, what we like most, is the great Customer Support they have provided.

The platform is extremely affordable. I am impressed with the constant upgrades and improvements that are being added as Appfolio continues to improve the program.

Experiencing difficulties with a few investors being able to set-up their log-in to the portal.

They're new to the game, which I like because the price is lower and their team is eager to improve. And we get to give our advice and feedback so the product is created in ways that fit our needs.

We also believe that our clients really appreciate having a portal where they can go to view all of their investments with us. Overall, AppFolio has been a really great asset to have for our business.

Site is sometimes slow but otherwise no major cons.

AppFolio  IM Provides Tremendous Value at a Great Price.

I like the immediate support responses. I like how this software is also utilized as an effective CRM.

Love it and it’s easy to use, our investors love it as well.

I find easy to search everything in the top bar, the help center has been of great help during my training and solved every issue in a blink of an eye.

Even worse, our accounting team managed investor reports via Excel reports which were cumbersome, time consuming to create, had errors, and we weren't always sure which was the latest version.

And sometimes a fund invests in a property. Investors in our fund have a more limited view of the property than someone who invests directly in the property.

The customer service is excellent, responsive, and quick to help solve issues or answer questions.

The user interface is intuitive and thus very easy to learn and make changes. Workflows are smooth and we feel like we can trust AIM as our system of record, full stop.

Appfolio customer service is great. This software works directly and integrates with Appfolio Property Manager software, which we have used for 8 years.

In addition to the outstanding customer service that accompanies the software, the software is user-friendly with the functionality we require.

Additionally, the ability to easily create distributions and print checks via Property Manager is a big plus for us. The support team is super friendly and helpful as well.

Our favorite feature is the investor portal which allows us to keep our equity partners up to date on all of our properties.

It is amazing to have a place to safely keep all of our investor information that can then be used to calculate distributions.

The customer service has been outstanding as well. They are always helpful and quick to respond.

Great user support and a very responsive product development team. The platform has robustly boosted our efficiency and streamlined our investor communications.

We were provided with limited information and had to rely on customer service to get through the early stages.

Whenever I have questions I receive thorough answers promptly, which is very helpful.

However, AppFolio has been awesome in listening to reasonable requests which make the product better and hence they roll out new features often. This to me is very valuable.

My firm already uses AppFolio Property Manager, so it was an easy decision to add Investment Management, and the integration is seamless.

Software also allows us to take care of a lot of the back end accounting and tracking for our real estate investment, membership capital, quarterly distributions, as well as communication hub.

It is a great product which helps taking care of tenants and finances. I daily use it and the more I do, the more I like it.

Pretty great, they always get back to you at a reasonable time, polite and the product is overall really great to use.

They go above and beyond to meet our expectations. They are very responsive and offer great problem solving solutions.

We're able to identify where we win and lose prospects. Our sales team is better able to evaluate their activities and clearly determine what is and isn't bringing us business, time management is key.

I can't say enough good things about the quality of the organization's customer support. They are simply the best of the best.

Integration with our existing business processes was easy and the ability to add unlimited custom fields was  a big plus for us.

Helps us keep track of all of our contacts, companies, leads, and opportunities. I record my emails in it and our sales people are able to use it on mobile when they are out on the road.

For a smaller company on a budget, it is a good value.

Best Feature Rich CRM Software at an affordable Cost with Excellent in-person Customer Support.

We can no longer upload data into the system, I do believe that option was disabled by the larger corporation we represent, and not a factor of SalesNOW, that has limited its effectiveness.

The system is very versatile and allows us to be creative with our solutions.

It doesn't integrate with our Health Information System, although they've tried very hard to get that done.

One of the shining lights in the murky CRM industry. Cons: This must be a trick question.

I like the ease of use and the app. I am very happy with the customer support.

What I liked best about this product is ease of use and easy to customize. Reporting is easy and intuitive.

The software is easy to navigate and use both for our sales team and managers. We love the ability to customize as needed as well.

CRM that does what we need to have done. Gives us a great look at our agency.

SalesNOW is easy to use, fully automates my business and has made my business process very efficient and effective.

Every item we had an issue with was resolved and quickly. Extremely happy with the software.

I like that it has all the features you need to track and keep a tab on your business, while having the ability to personalize key features. The customer support from day 1 is the best, hands down.

Overall a very positive experience. Very good and accessible tech support.

I can't look up a contact by email address. I don't like new windows opening all the time.

We work with many vendors and no one exceeds the customer service level of the folks at SalesNOW.

The only problem we had was getting people use to using this.

Our integration/set up was smooth, fast and worry-free, thanks in large part to our SalesNow Account Manager, who was knowledgeable, professional and very responsive.

The support is outstanding at SalesNOW. The application is also very easy to you and not cumbersome like many of the apps out there.

We have had excellent Customer Service and I am very impressed with the system and the support we receive. I can give this an excellent rating and that is very rare.

I really like SalesNOW - they are super attentive and it's great for someone who is lookign for a CRM at a great price.

Not only is SalesNow VERY affordable for our company, we are able to customize and tailor SalesNow to suit our unique sales needs. The customer support is AMAZING.

Setup was quick and I liked the fact I could set it up myself easily vs waiting weeks on other people such as with other CRMs that mandate you make the changes through them.

The upfront Qualifying and Profiling of your needs is critical in providing the right solution for your biz. The ability to customize fields and create your specific template is awesome.

Cost/Benefit is very good. The staff at SalesNOW is very responsive and eager to help.

I loved the ability to attach bids and other documents to each contact.

US Dollar

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

In other words, we are...

A modernized portal that helps you stay ahead of changing investor expectations and personalizes your investor experiences at scale.

A streamlined workflow that automates your internal investment operations while adding an extra layer of accuracy and security

A single source of truth that fuels thoughtful transparency for your teams and your investors.

AppFolio Investment Manager aims to be your technology partner. When you succeed, we succeed.

Our award-winning customer success team has designed a simple system to help you throughout onboarding and implementation. Once you are up and running, you will have a dedicated customer success manager for continuous support and 24/7 access to our online help center. 



LongDescription

Real Time Analytics

Status Tracking

Fee Management

Lead Capture

Performance Management

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

For Investors & Traders

Data Synchronization

Referral Tracking

Task Scheduling

Electronic Signature

Transaction History

Portfolio Management

Pipeline Management

Real Estate

Customer Database

Template Management

Data Import/Export

Email Tracking

Risk Management

Accounting

Lead Generation

Email Templates

Self Service Portal

Contact Management

Lead Management

Email Marketing

Mobile Access

Real Time Data

Performance Metrics

Client Portal

Real Time Notifications

Workflow Management

Email Management

Visual Analytics

File Sharing

Alerts/Notifications

Reporting & Statistics

Segmentation

Reminders

Deal Management

Customizable Templates

Client/Property Matching

Investments Tracking

Interaction Tracking

Real Time Reporting

Asset Lifecycle Management

Compliance Tracking

Reporting/Analytics

Contact Database

Appointment Management

Summary Reports

Fund Management

Client Management

Third Party Integrations

Appointment Scheduling

Task Management

Campaign Management

Document Management

CRM Integration

Transaction Management

For Real Estate

Data Visualization

For Commercial Real Estate

Transparent pricing designed for your business. Pricing starts at $700/MONTH.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

AppFolio Investment Manager

In Person

Live Online

Webinars

Documentation

Videos

SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact, deal, case and lead management, company tracking and sales reporting. It is also available for on-premise deployment.


SalesNOW allows users to take sales notes, log their calls, and capture emails automatically; train new employees by keeping corporate account histories of clients; gain a dashboard view of activities of sales representatives; and view various sales data, including next steps on leads, deals, and cases.SalesNOW also allows users to customize tabs, reports, and data fields and provides visual, graphical representations of sales forecasts, funnels, and activity reports. The solution offers a mobile application for Android, iPhone, iPad, and Blackberry devices.


SalesNOW is available on a monthly subscription basis that includes support via phone, email and through product tutorials and manuals.



Forecasting

Internal Chat Integration

Product Catalog

Mobile Alerts

Proposal Generation

Customer Service Analytics

Contract/License Management

Calendar/Reminder System

Lead Distribution

Calendar Management

Call Management

Sales Trend Analysis

Customer Support

Opportunity Management

Territory Management

Channel Management

Marketing Automation

Social Media Integration

Lead Segmentation

Source Tracking

Website Integration

Field Sales Management

Knowledge Base Management

Commission Management

Lead Qualification

Quotes/Estimates

Pipeline Reports

Sales Forecasting

Prospecting Tools

Search/Filter

Windows 7

Mac OS

Web browser (OS agnostic)

Windows 8

$19.95 per user, per month for up to 500,000 records per account. Charges apply for additional records.

AppFolio Investment Manager vs SalesNOW

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