The software itself was very easy to use. We had a slightly different need when we started and the staff at IMS was great to respond to our needs.

Very user friendly and helps us with distributions, K-1s, tracking communications.

I like that there is an email functionality embedded and that investors are generally able to retrieve their documents on the portal seamlessly.

The only complaint is setting up some of the more complicated calculations for distributions when there are waterfall calculations.

The K-1 matching engine and the ease with which we can communicate with our clients and get them the up to date information they need.

It also helps us to be more process oriented and in control of our touch points with investors. The software is constantly being improved and bugs are quickly fixed.

Ease of use and functionality of the software.

Overall, very happy that we moved over to them because it has saved us a lot of headaches and time with managing our capital partners.

User friendliness and investor focused. We have received very positive feedback from our investor base on the usability and ease of the subscription process and ongoing investment monitoring.

Very happy with the responsiveness and engagement from customer service and our account rep.

The software is very easy to navigate. It provides functionality and operation that is efficient and easy to use for both administrators and investors.

We had been using RealPage OneSite Property Management Software for several years and had been very happy with the implementation process as well as the follow up customer service.

Not having a customer service manager anymore has been a little annoying.

Waterfall calcs were tough to get exactly right.

Looks good but has fundamental failures that impede our operations.

The IMS product has been intuitive from the get-go. My superior and I were impressed with the initial demo and pricing of the product.

I am excited to see the upcoming changes. They are always updating, customizing, and improving their website to better suit our investors.

I find that the customer service team is amazing. They always get back quickly with clear and concise answers.

From the start the IMS staff have been incredibly professional, courteous, responsive, and just nice people. That makes a huge difference.

The platform has significantly improved our efficiency and will ultimately allow us to increase new business.

Very robust and easy to use. CRM integration is very powerful.

IMS was the perfect solution to help manage the growing number of assets and investors.

I have not seen this offered on other tools to the degree it is available on IMS. This is a great strength in this tool and huge win for the multiple sponsors.

I credit the implementation team that guided us through the complex process and constantly encouraged us along the way. I can't thank them enough.

The ability to fund and have investors fill out the esignature agreements and have that connect with the investor portal side, is so helpful and a great time saver.

The ability to create email campaigns based on deal or as a portfolio is a great advantage the system offers. I would say this is one of the tools we use the most when communicating with investors.

I love that you can add so many different modules or even design your own with some effort but very little cost, for a nonprofit that is great.

It gets a bit frustrating. I also hate the double authentication because I do not always have my phone with me when I need to get on the software.

Salesforce is a really great product I loved the tools used and tips to help you create sales and serve better for customers.

Salesforce is the best customer relationship management tool in the market right now. The best thing I like about this software is the features.

There is little to be said about cons. I experienced minor trouble when accessing customer support at some point which would probably be the worst of it.

I love using Salesforce. It is very user friendly and helps me be able to track my progress and create a clean pipeline.

Ref IDs are my biggest pet peeve, they don't always work and I've lost emails this way from clients. This leads to a bad consumer experience for everyone involved.

Ease of use and works great for small (that's us) or large companies it blends well with other programs is customizable and tracking is good,  reach out is also very easy to use.

If you could get the innovative nature of Salesforce to your business you would get amazing talent collection to your organizations.

An awesome CRM platform with a plethora of information to use to become the best marketer you can be.

Overall Salesforce is great and can integrate with hundreds of other platforms which makes it an amazing tool to use company wide, not just for sales.

Like I stated before, I was happy about the switch to Salesforce Lightning, but it has turned out to be great. I like that my emails and Talkdesk are integrated into Salesforce as well.

My team members use it in delivering great sales and customer service experience and it has been a great help for all of us.

This software will help you to build your sales and marketing in the industry, salesforce is a great software and value for money, so therefore I recommend it to the user.

Salesgirce is very effective when it comes to tracking the progress of each case within my organization, great tutorials to get you started and very easy to navigate through cases and serial numbers.

I like the fact that Salesforce is very flexible and customizable to my taste. It is very user friendly and the functionality is superb.

Salesforce has a lot of capabilities, it covers everything. The leads section was nice, and it was great to be able to create your own sections.

So popular and so powerful for small business  is contact management, task management, opportunity tracking, collaboration tools, customer engagement tools. Flexible and easy  to use.

The integration with gmail is awesome. Being able to automatically log emails to the appropriate account instantly is such a nice feature.

I like that this platform is easy (for the most part) to use. I also find that the customer support is amazing and always willing to help.

It's also supported by awesome community and the best documentation/support in the business. The Trailblazer community leads the tech industry in training and documentation.

I hate that I have to refresh every thing but I'll deal with it for some of the other options.

US Dollar

Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer relationship and document management. Key features include distribution workflow, investor dashboard, request tracking and email templates. 


The application enables users to store contact information, create investor profiles and monitor asset type preferences, regional preferences and investment criteria for multiple clients. Team members can use the waterfall calculator to create rule-based workflows for distribution calculation and export NACHA files to process payments. Additionally, investors can access the dashboard to view real-time investment positions, historical distribution data and customizable performance metrics.


Investor Management Services comes with a mobile application for Android and iOS, which allows investors to share documents and view project information. It is available on monthly subscriptions and support is provided via phone, email and live chat. 



LongDescription

For Property Managers

Document Templates

Fee Management

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

For Investors & Traders

Contract/License Management

Ad hoc Reporting

Cash Flow Analysis

Electronic Signature

Portfolio Management

Strategic Planning

Real Estate

Data Import/Export

Risk Management

Accounting

Self Service Portal

Contact Management

Audit Trail

For Investment Advisors

Lead Management

Email Marketing

Mobile Access

Dashboard Creation

Performance Metrics

Benchmarking

Portfolio Rebalancing

Client Portal

Real-Time Notifications

Workflow Management

Visual Analytics

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Segmentation

Data Visualization

Modeling & Simulation

Deal Management

For Brokers

Customizable Templates

Client/Property Matching

Investments Tracking

Interaction Tracking

Customizable Branding

Asset Lifecycle Management

Transaction Review

Compliance Tracking

Reporting/Analytics

Contact Database

Summary Reports

Fund Management

Client Management

Secure Data Storage

Third-Party Integrations

Task Management

Document Management

Search/Filter

Critical Date Alerts

Communication Management

Transaction Management

For Real Estate

Multiple plans are available for different business goals. Contact IMS for a pricing quote.

Email/Help Desk

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

RealPage IMS

In Person

Live Online

Webinars

Documentation

Videos

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools from Sales Cloud.

This Salesforce platform has CRM capabilities that include lead management, marketing automation, and contact management. These applications help organizations to manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post-sale. Salesforce Lightning Experience is upgraded CRM version of Sales Cloud that streamlines the sales process by allowing any sales rep to generate and follow-up on leads, manage account activity, track the status of each campaign, and create reports without hassle.

With Salesforce for Outlook, users can synchronize contacts, calendars, emails, and tasks in both applications without interrupting any business process. Salesforce Sales Cloud for small businesses allows users to manage contacts, track sales deals, manage tasks and events, harvest leads, and track performance. The sales cloud enterprise edition layers in call scripts, team-selling functionality, business workflow, setup approval and automation, custom applications, API integrations, and more.

The Salesforce CRM solution is available only for software-as-a-service (SaaS) deployment. In addition, this Salesforce app provides a technology stack that covers database and security as well as workflow and user interfaces.


Commenting/Notes

Engagement Tracking

Content Delivery

Cataloging/Categorization

Employee Management

Customer Surveys

Forecasting

Multi-Channel Marketing

Business Card/Badge Scanning

Quality Management

Purchase Order Management

Meeting Management

Safety Management

Internal Chat Integration

Product Catalog

Presentation Tools

Lead Capture

Performance Management

Proposal Generation

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Financial Management

Material Requirements Planning

Order Management

Calendar/Reminder System

Competitive Analysis

Project Management

Approval Process Control

Auto-Dialer

Lead Distribution

Projections

Knowledge Management

Multi-Campaign

Pipeline Management

Customer Database

Call Recording

Call Logging

Medical History Records

Audience Targeting

Goal Management

Call Management

Customizable Fields

Collaboration Tools

Assignment Management

Sales Trend Analysis

Call Center Management

Shipping Management

Client Tracking

Scheduling

Email Tracking

Call List Management

Campaign Planning

Customer Support

Graphical Data Presentation

Buyer Management

Lead Generation

Email Templates

Sales Approval

Version Control

XML/RSS

Opportunity Management

Content Management

Configurable Workflow

Bills of Material

Conversion Rate Optimization

Multi-Currency

Basic sales and marketing for up to 5 users
$25
/user/month*
(billed annually)

Complete CRM for any size team
$75
/user/month*
(billed annually)

Deeply customizable CRM for your business
$150
/user/month*
(billed annually)

Unlimited CRM power and support
$300
/user/month*
(billed annually)

RealPage IMS vs Salesforce Sales Cloud

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Product Demo & Screenshots

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