STRATAFOLIO

RATING:

4.94

(16)

About STRATAFOLIO

STRATAFOLIO is the leader in commercial real estate software! Our team helps commercial real estate owners manage key areas of their business including assets, finances, operations, and investors. With our seamless bi-directional QuickBooks integration, we give you powerful analytics through our interactive dashboards that pull historical and real-time data. Save time and money with automated common area maintenance (CAM) reconciliation, lease rate escalations, ACH payments, document and file management, certificates of tracking, and a tenant portal. See how we help in four major areas: Finance Management: Understanding your global real estate finances across multiple QuickBooks companies can be a challenging task. STRATAFOLIO connects to QuickBooks and combines all y...

STRATAFOLIO Pricing

STRATAFOLIO's premium plans are calculated based on number of units. For full pricing details, contact STRATAFOLIO. Essential Plan: $150/monthly, 10 units included. $2 for each additional unit. Professional Plan: $175/monthly, 10 units included. $4 for each additional unit. Enterprise Plan: $/monthly, 10 units included. $6 for each additional unit.

Starting price: 

$150.00 per month

Free trial: 

Not Available

Free version: 

Not Available

STRATAFOLIO cash flow dashboard
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STRATAFOLIO Reviews

Overall Rating

4.94

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for STRATAFOLIO

1 - 5 of 16 Reviews

Anonymous

2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2022

Great Real Estate Software

PROS

Integration with Quickbooks Online . Team at Stratafolio is top notch

CONS

Would like to see some "How-to" tutorial videos for training instead of articles. They did mention videos are in the pipeline tho.

Vendor Response

Thank you so much for your review! You are correct- we have a ton of how-to videos coming. Stay tuned!

Replied November 2022

Julie

Real Estate, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2021

Excellent software

My overall experience with STRATAFOLIO has been great. They are truly a great company with outstanding customer service and care for their clients.

PROS

When looking for a platform that can handle asset management, property management, and tenant management - there was really only one option. There are a lot of platforms that can do one of these three things - but STRATAFOLIO is built to manage them all. Their Onboarding Team made the transition incredibly smooth. They handled everything for us so that we could focus on utilizing the tool. This software has helped our organization stay on top of rent increases, expired leases, etc - saving us a tremendous amount of time and money. From the Owner's Dashboard with high level overviews all the way down to the work orders and insurance tracking; I HIGHLY recommend STRATAFOLIO for anyone in the real estate industry.

CONS

I really don't have anything negative to say. They didn't have insurance tracking - but I asked for it and they built it!

Reason for choosing STRATAFOLIO

STRATAFOLIO offered a solution for every dynamic of our company - just just one or two.

Vendor Response

WOW, Julie! We are blown away by your kind words. We're so happy to see that STRATFOLIO hit the nail on the head, and that after you suggested a product upgrade, we were able to implement it! That's why we always ask for customer feedback. Best, Lindsey @STRATAFOLIO

Replied November 2022

Bobbi Jo

Commercial Real Estate, 2-10 employees

Used monthly for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2022

Stratafolio Review

PROS

It's easy to upload QuickBooks to Stratafolio.

CONS

There are too many steps to keep leases and COIs current, and it's not easy to determine all the steps. The knowledge base concept is interesting, but it doesn't really help figure out all the steps to follow to enter a lease or a COI, etc. I don't like that Stratafolio is only cash based.

Vendor Response

Thank you so much for the honest review, Bobbi Jo. Our software and processes are meant to make your life easier, not more challenging. Regardless, we'd like to assist in making this right so please feel free to contact us at support@stratafolio.com and we will be happy to do what we need to to make you feel more comfortable with our product. Looking forward to your email! - Lindsey

Replied October 2022

Brenda

Commercial Real Estate, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2023

supportive staff

PROS

We love the ease of use and ability for our tenants to use.The onboarding staff was very supportive and efficient. I have not had an issue that couldn't be resolved quickly and effectively.We love having our critical documents in one secure place where all can access and use.

CONS

would like to be able to email statements to Tenants

Kathryn

Real Estate, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2022

CRE Management Software

This software is excellent for our needs. As good as it is, the staff is THE standout factor. They are knowledgeable, responsive, profession and personal.

PROS

This software allows access to the entire portfolio of properties in one location. Access to all documents, property details, lease details, escalations, investors, rent rolls, debt, insurance, etc in one place and at a simple click.

CONS

Our company utilizes STRATAFOLIO staff to upload property info which makes it much easier. Getting all the info uploaded in the correct place is not as intuitive as desired, but STRATAFOLIO has knowledge based articles available to increase understanding and expertise in use of the software.

Reason for choosing STRATAFOLIO

Price, ease of use, integration with QBO and the people.

Vendor Response

Thank you so much for the review, Kathryn! We are so happy you're satisfied with the product, and always take our customers feedback for improvements. Thank you again!

Replied December 2022