SyndicationPro 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

SyndicationPro

5.0

(15)

Pricing

Pricing available upon request

About SyndicationPro

SyndicationPro helps real estate sponsors raise capital faster and spend less time doing it. The platform enables sponsors to manage assets seamlessly on a centralized portal.

SyndicationPro provides a powerful and easy-to-use investor CRM, investor portal and investment management software, enabling users to nurture leads, automate fundraising and streamline investor operations.

SyndicationPro Screenshots

SyndicationPro Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic Plan

Pricing available upon request

No plan information available

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SyndicationPro Features

Popular features found in Real Estate CRM
Campaign Management
Client/Property Matching
Contact Database
Document Management
Email Marketing
Lead Capture
Lead Nurturing
Referral Tracking
Reporting/Analytics
Segmentation
Workflow Management
More features of SyndicationPro
API
Client Management
Contact Management
CRM
Electronic Signature
For Appraisers
For Investors & Traders
For Property Managers
Interaction Tracking
Lead Management
Portfolio Management
Task Management

SyndicationPro User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.9

Value for money

5.0

Customer support

5.0

Functionality

4.7

Logan D F.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 12 months

Reviewed August 2020

Best bang for your buck

Great software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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

Maxx B.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 6 months

Review source

Reviewed September 2020

An excellent software tool for an excellent value

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Reasons for choosing SyndicationPro

Syndication Pro did more and seemed to be more client-friendly and -focused than their competitors. They were also significantly less expensive while providing a better value for the price.

Gary Y.

Verified reviewer

Real Estate

2-10 employees

Used other for free trial

Review source

Reviewed October 2020

CRM Selection

Ratings Breakdown

Ease of use

Functionality

Pros:

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.

Cons:

Investor Communication functionality could be more robust.

AMIR H.

Verified reviewer

Real Estate

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed October 2020

Beats All Competitors

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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!

Cons:

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!

Reasons for choosing SyndicationPro

Competitively priced and willing to work with smaller investors.

Aram S.

Verified reviewer

Real Estate

2-10 employees

Used weekly for less than 2 years

Reviewed July 2020

These Guys Get it!!!

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Reviewed July 2020

Excellent Software and Customer Care

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

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!

Cons:

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.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 6 months

Reviewed August 2020

Everybody Wins

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

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

Jens N.

Verified reviewer

Real Estate

Self-Employed

Used weekly for less than 2 years

Reviewed August 2020

SyndicationPro Review after 4 deals

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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

Danny F.

Verified reviewer

Investment Management

2-10 employees

Used daily for less than 6 months

Review source

Reviewed October 2020

Best Investor Relations Platform for Syndicators

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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!

Cons:

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.

Verified reviewer

Real Estate

2-10 employees

Used weekly for less than 12 months

Reviewed July 2020

Great product!

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

Being able to send distributions via direct deposit

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