All SyndicationPro Reviews

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Logan D

Verified reviewer

Real Estate, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2020

Best bang for your buck

Great software

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

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 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.

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.

Reason 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

Real Estate, 2-10 employees

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

OVERALL RATING:

5

EASE OF USE

4

FUNCTIONALITY

4

Reviewed October 2020

CRM Selection

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

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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2020

Beats All Competitors

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!

Reason for choosing SyndicationPro

Competitively priced and willing to work with smaller investors.

Aram

Real Estate, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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

Real Estate, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2020

Excellent Software and Customer Care

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

Real Estate, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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

Real Estate, 1 employee

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

SyndicationPro Review after 4 deals

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

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

Investment Management, 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

4

Reviewed October 2020

Best Investor Relations Platform for Syndicators

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

Real Estate, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2020

Great product!

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

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

Pratima Bhuvan

Real Estate, 11-50 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

Great Product

Technology, Knowledge, Ability, Flexibility, and Customer Service are some of the things that come to mind for SyndicationPro. It is an easy to use product backed by very knowledgeable and flexible team.

PROS

User friendly Covers all Syndication Details

CONS

Still developing and can add a few more features

Reason for choosing SyndicationPro

Great Features, Competitive Pricing, User-friendly Service

Victor

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 July 2020

Perfect for Real Estate Investor!

The team is extremely responsive and easy to work with and the product is great!

PROS

Easy to use and more importantly it's functionalities.

CONS

No real cons about the software. If we could start making distributions from it would make it even better.

Eduardo

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 2020

Great Solution

PROS

The easy way to enter and find information.

CONS

Haven't found so far, one suggest is to have a "contact us" on the investor portar.

Reason for choosing SyndicationPro

Integration with Electronic Signature.

Chris

Real Estate, 2-10 employees

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2020

Easy to use and fantastic customer support

Love it. I"ve already pushed onto other investors!

PROS

Customer Service. Any issues, any explanations, anything needed... they are very quick to respond with helpful insight. Also, the tutorials are incredible.

CONS

Inability to forward or respond to previous emails already written. However, they are quick to fix minor issues, so I"m sure this is something that will be fixed.

Ivan

Real Estate, 1 employee

Used monthly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2020

Easy and useful

PROS

Easy integration, meets all my needs to manage investors and assets, all for a fair price.

CONS

So far nothing to complaint about. The software works exactly as I expected.

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