All STRATAFOLIO Reviews
1-20 of 20 Reviews
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Anonymous
2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
Great Real Estate Software
Integration with Quickbooks Online . Team at Stratafolio is top notch
CONSWould 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
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.
PROSWhen 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.
CONSI 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
Elliot
Real Estate, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
CAM / COI / Etc
Great,great,great,great,great,great,great,
PROSStrata has been a huge benefit to our firm producing timely and accurate NNN reconciliations for our tenants. Our operations and cash flow positively benefit from appropriate accounting and rent escalations and other lease management tools. Last our stakeholders (investors/lenders) appreciate the professional, accurate and timely reporting. Tks, e
CONSNone, none,none,none,none,none,none,none,
Vendor Response
Thank you, E! We are happy to have the opportunity to work with you on this. We love hearing all the ways we have helped your business.
Replied January 2024
Bobbi Jo
Commercial Real Estate, 2-10 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2022
Stratafolio Review
It's easy to upload QuickBooks to Stratafolio.
CONSThere 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
Giavanna
Commercial Real Estate, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2023
Stratafolio/Quickbooks integration
Always very very helpful when I have a question.
PROSI liked that they onboarded all my leases for me.
CONSI am still learning all the ins and outs of the system. Becuase I did not do the onboarding myself I feel like I had a harder time learning the proper steps to entering new leases. Stratafolio has been very helpful helping me learn it as the situations arise.
Reason for choosing STRATAFOLIO
Because it integrated with Quickbooks the best.
Reasons for switching to STRATAFOLIO
Because I did not care for the accounting aspect of yardi and wanted to use a system that integrated with quickbooks.
Kathryn
Real Estate, 2-10 employees
Used daily for less than 12 months
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.
PROSThis 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.
CONSOur 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
Jaclyn
Real Estate, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2020
Software for all businesses!
The availability to view my business as a whole is what caught my attention, but [SENSITIVE CONTENT HIDDEN] and her team are what sealed it! The knowledge and expertise were apparent quickly and it followed through all employees that I have dealt with. Everyone is willing to help with any questions I have or changes I want to make!
PROSThe absolute best software for viewing the business as a whole. It brings all of our QuickBooks files together and does all the tedious work to make workflow more efficient. NNN invoicing and work orders to keep track of how much we are spending on each tenant.
CONSThere is only one negative and is not actually a con because it has nothing to do with the actual software itself, but it is a little slower than my patience allows for.
Vendor Response
Thank you so much for the 5-star review, Jaclyn! We're so happy the product is able to bring together all your QuickBooks files and make your life easier- that's what it's all about! Best, Lindsey @ STRATAFOLIO
Replied November 2022
Heath
Real Estate, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2022
Great Product & Amazing Support
STRATAFOLIO has created a space to centralize all property management and financial tracking and reporting into one software. This has allowed us to automate multiple tasks and organize everything we need to operate in one location. On top of all this, the STRATAFOLIO onboarding team is always there to answer questions and provide a personalized experience for our company.
CONS.
Vendor Response
Thank you for the great review! We love to help our clients customize an experience that works for them, just like you said. We're so glad you're happy with STRATAFOLIO!
Replied November 2022
Lindsey
Commercial Real Estate, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2023
Game-changer for the CRE owners
Stratafolio has been a game-changer for our company so far. Since implementing this platform, our operations have become more organized and streamlined. It allows us to efficiently track leases, loans, distributions to investors, and financial transactions all in one place. It's the only software in our company that all roles can communicate and contribute to (property managers, admins, and accountants). It has significantly reduced time and effort required to manage our properties and the day-to-day, freeing up our team to focus on more strategic tasks and make data-driven decisions.
CONSThe onboarding process can take some time, but it's worth it to allow the Stratafolio team the necessary time to go through all the leases, loan docs, and additional data you would like housed in the software.
Tracey
Commercial Real Estate, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2022
Great Software for Commercial Real Estate!!
The customer service that I have received from Stratafolio has been outstanding!!
PROSThis software is easy to use and it is very detailed. It helps us stay organized and up to date on important items.
CONSI wish they has more reports you could run in the reports tap
Vendor Response
Thank you for the fantastic review, Tracey! We are so happy you love our software and our customer service. Your feedback in regards to reports has been passed along to Development. Thank you again! Best, Lindsey @ STRATAFOLIO
Replied November 2022
Brenda
Commercial Real Estate, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
supportive staff
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.
CONSwould like to be able to email statements to Tenants
Chris
Real Estate, 1 employee
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Outstanding product and exceptional value
excellent
PROSability to see at a glance where the financials are, and the rent roll and lease management are terrific
CONSI would like more options on the management of work orders.
Reason for choosing STRATAFOLIO
integration with QuickBooks
Vendor Response
Hi Chris, thank you for the amazing review! We know how important it is for owners to be able to see their numbers at a glance, so we're very glad to see you benefit from it. Thank you for the feedback around work order; we take everything our customers say very seriously and often put them into development. Stay tuned! Thank you, Lindsey @STRATAFOLIO
Replied November 2022
Corinne
Real Estate, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed October 2022
Great Software!
User friendly software with great support and onboarding process.
CONSThe speed, the software is quite slow at times.
Vendor Response
Hi Corinne, thank you for the thoughtful review! We're really happy you are pleased with the support and onboarding. In regards to your comment about the speed of the software, great news! Our development team has been working very hard to change this and the software now moves a lot faster. Because of your feedback, this has been addressed! Thank you again for sharing your feedback.
Replied November 2022
Nick
Real Estate, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
Stratafolio is a game changer!
Stratafolio is a game changer! While Quickbooks is an amazing product, it doesn't address the nuanced financial reporting needs of Real Estate Investors. Enter Stratafolio! Their intuitive reporting and amazing user interface connect all the dots...giving you live, real-time financials for your entire rental portfolio. Investors are so good at analyzing a property before they buy...but tracking the actuals has always been an issue. Not anymore! I'm so happy to have Stratafolio in my arsenal and to be able to recommend it to my clients and students!
CONSI don't have any complaints about the software.
Vendor Response
Thank you Nick, we're glad it's working out for you!
Replied May 2020
Kerri
Real Estate, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2020
STRATAFOLIO Review
Our experience was great. They were very patient during the onboarding process. During this process we were able to get better organized.
PROSEasy to use and navigate plus it is a central location for all of our real estate holdings. We can get an up to date account of all our properties or break out and analyze one individually.
CONSSo far we like everything about the product. The cost is on the higher end but now that were using STRATAFOLIO its worth the extra cost compared to the other options available.
Reason for choosing STRATAFOLIO
We could not find another company that does what STRATAFOLIO is doing.
Vendor Response
Glad it is working well for you!
Replied September 2020
Louis
Real Estate, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2023
Stratafolion Review
this is helping us stay up with built in rent changes and with making sure we are collecting the correct amount each month, as well as having the rent roll available at the push of a button , and other important reports
PROSthe direct connection to QBO and its ease of use and completeness in details
CONSNothing, we like everything about it so far,
Katie
Real Estate, 2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2023
Great Company
Great from start to finish on setting up and continued to be a great support past the last training.
PROSI really like how easy this product is to use. Once the onboarding was completed I feel very confident in using this software.
CONSI do not have any cons about this software yet. I have only been using it from 4 months and I haven't encountered any issues.
Jenny
Retail, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Easy to Use and Understand
The implementation team has been wonderful to work with. I am excited for the possibilities that we have with Stratafolio.
PROSWhat drew me to Stratafolio is the integration with QuickBooks. After doing more digging and working with the integration team, I'm so happy that we made this choice. They are so helpful and easy to work with!
CONSWe are not fully implemented yet so I am unable to give a fair answer to this.
Carter
Real Estate, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
Love it!
Helps keep information organized and easy to locate
CONSNone
Vendor Response
Hi Carter, thank you so much for leaving us the 5-star review. We're happy the organization features have been helpful for you! Best, Lindsey @ STRATAFOLIO
Replied November 2022
Grace
Real Estate, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Review
It was a smooth onboarding
PROSIt makes it easier doing reconciliation
CONSNot much really. I find it so useful in my daily work life.