All STRATAFOLIO Reviews

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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

Elliot

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 January 2024

CAM / COI / Etc

Great,great,great,great,great,great,great,

PROS

Strata 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

CONS

None, 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

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

Giavanna

Commercial Real Estate, 2-10 employees

Used weekly for less than 2 years

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

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.

PROS

I liked that they onboarded all my leases for me.

CONS

I 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

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

Jaclyn

Real Estate, 11-50 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

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!

PROS

The 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.

CONS

There 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

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 October 2022

Great Product & Amazing Support

PROS

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

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 September 2023

Game-changer for the CRE owners

PROS

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.

CONS

The 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

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 February 2022

Great Software for Commercial Real Estate!!

The customer service that I have received from Stratafolio has been outstanding!!

PROS

This software is easy to use and it is very detailed. It helps us stay organized and up to date on important items.

CONS

I 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

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

Chris

Real Estate, 1 employee

Used weekly for more than 2 years

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

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

PROS

ability to see at a glance where the financials are, and the rent roll and lease management are terrific

CONS

I 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

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

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed October 2022

Great Software!

PROS

User friendly software with great support and onboarding process.

CONS

The 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

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 May 2020

Stratafolio is a game changer!

PROS

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!

CONS

I 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

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 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.

PROS

Easy 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.

CONS

So 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

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 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

PROS

the direct connection to QBO and its ease of use and completeness in details

CONS

Nothing, we like everything about it so far,

Katie

Real Estate, 2-10 employees

Used weekly 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

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.

PROS

I really like how easy this product is to use. Once the onboarding was completed I feel very confident in using this software.

CONS

I 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

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

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.

PROS

What 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!

CONS

We 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

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

Love it!

PROS

Helps keep information organized and easy to locate

CONS

None

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

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

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

PROS

It makes it easier doing reconciliation

CONS

Not much really. I find it so useful in my daily work life.

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