Pricing, ease of use, responsiveness of support.

Easy to use, investors love it, and it is a great and efficient way to communicate with investors and distribute tax information.

Integrates nicely with Appfolio Property Management, so there's very little duplication of work.

The software is easy to use and helps me provide an attractive front-end to my investors. They have a single place to view all of their investments with my firm.

The onboarding process with AIM's team was incredibly easy and efficient. We've also received wonderful feedback from our investors regarding the owner portal.

For us the 2 greatest aspects of the platform are the ability to request features, edits, requests (big or small) and actually see them get implemented. The other is the customer service.

The Investor view is very good and easy to understand for the investor. Good overview with easy drill down.

So, a quick email or phone call resolves the issue in minutes. When there has been trouble it has come from the sister software of AppFolio Property Management.

Easy to use, support is super helpful with a quick response time.

An amazing software that is transitioning as needed.

We've quickly moved past 6-figure investors and well into 7-figure investors.

The customer support team has to be the single best part about the software. They are prompt and get to the bottom of all our questions quickly.

My investors love the portal and it makes my life exponentially easier versus manual and scattered investment tracking methods.

Overall it is a very positive experience. One of the best things about using any Appfolio software is the great team at Appfolio.

We haven't used the application long enough to discover many negative aspects of the software.

Difficulty in adding Notes as an investment type, though it is possible, its a little more complicated than equity.

Hands down the best experience we've had with a software provider. Their responsiveness, knowledge and overall thoroughness is critical.

The upload was easy, provides performance metrics, and easy communication. But, what we like most, is the great Customer Support they have provided.

The platform is extremely affordable. I am impressed with the constant upgrades and improvements that are being added as Appfolio continues to improve the program.

Experiencing difficulties with a few investors being able to set-up their log-in to the portal.

They're new to the game, which I like because the price is lower and their team is eager to improve. And we get to give our advice and feedback so the product is created in ways that fit our needs.

We also believe that our clients really appreciate having a portal where they can go to view all of their investments with us. Overall, AppFolio has been a really great asset to have for our business.

Site is sometimes slow but otherwise no major cons.

AppFolio  IM Provides Tremendous Value at a Great Price.

I like the immediate support responses. I like how this software is also utilized as an effective CRM.

Love it and it’s easy to use, our investors love it as well.

I find easy to search everything in the top bar, the help center has been of great help during my training and solved every issue in a blink of an eye.

Even worse, our accounting team managed investor reports via Excel reports which were cumbersome, time consuming to create, had errors, and we weren't always sure which was the latest version.

And sometimes a fund invests in a property. Investors in our fund have a more limited view of the property than someone who invests directly in the property.

The customer service is excellent, responsive, and quick to help solve issues or answer questions.

The user interface is intuitive and thus very easy to learn and make changes. Workflows are smooth and we feel like we can trust AIM as our system of record, full stop.

Appfolio customer service is great. This software works directly and integrates with Appfolio Property Manager software, which we have used for 8 years.

In addition to the outstanding customer service that accompanies the software, the software is user-friendly with the functionality we require.

Additionally, the ability to easily create distributions and print checks via Property Manager is a big plus for us. The support team is super friendly and helpful as well.

Our favorite feature is the investor portal which allows us to keep our equity partners up to date on all of our properties.

It is amazing to have a place to safely keep all of our investor information that can then be used to calculate distributions.

The customer service has been outstanding as well. They are always helpful and quick to respond.

Great user support and a very responsive product development team. The platform has robustly boosted our efficiency and streamlined our investor communications.

We were provided with limited information and had to rely on customer service to get through the early stages.

Whenever I have questions I receive thorough answers promptly, which is very helpful.

However, AppFolio has been awesome in listening to reasonable requests which make the product better and hence they roll out new features often. This to me is very valuable.

My firm already uses AppFolio Property Manager, so it was an easy decision to add Investment Management, and the integration is seamless.

Software also allows us to take care of a lot of the back end accounting and tracking for our real estate investment, membership capital, quarterly distributions, as well as communication hub.

It is a great product which helps taking care of tenants and finances. I daily use it and the more I do, the more I like it.

The ability to filter our information and statistics from our growing pipeline is also great, as it got quite complex with our last CRM.

It's been a great contact and process management tool for us as a middle market investment bank.

Since starting with dealcloud in 2017, we've had great improvement with our contact & deal pipeline database.

Visuals on dashboards are fantastic if you know how to use them. The ability to link different modules easily is what makes this a superior software - until others catch up.

Our company goes through an unusual amount of intermediaries, and having the ability to split up our communication and deal flow with them versus our proprietary search is great.

The software performs its core function, and the support team is available and responsive to help with customizations.

The e-mail marketing platform in DealCloud (Dispatch) is woefully poor.

As a new DealCloud user (six weeks), I'm very pleased with the platform overall. Generally speaking, I think the tool is intuitive and flexible.

I liked the functionality of the CRM and the ability to customize the different fields for data I want to track.

DealCloud has been an amazing addition to our company and we are so happy with our choice.

Add in missing features like no preheader functionality, and it just makes me miss what I had before.

A beginning to end solution for all aspects of a sales funnel is great for keeping everyone on the same page.

It's appalling that changes they were supposed to make in implementation are just passed off as your fault and problem.

The implementation has been poor and completely missed the mark.

We've been very happy with DealCloud, and look forward to the many improvements they continue to make.

I find the navigation of the software fairly easy, once I was familiar with it I had a good understanding of how to navigate and find new features.

DealCloud has been a great investment for our firm, in large part due to the very responsive customer service team and how easy the system has been to tailor to our firm's needs.

The implementation process was completed on time and on budget, and the customer service to date has been outstanding.

It’s highly customised and easy to use, any functionality you could possibly want can be done for you.

US Dollar

AppFolio Investment Manager is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations.

In other words, we are...

A modernized portal that helps you stay ahead of changing investor expectations and personalizes your investor experiences at scale.

A streamlined workflow that automates your internal investment operations while adding an extra layer of accuracy and security

A single source of truth that fuels thoughtful transparency for your teams and your investors.

AppFolio Investment Manager aims to be your technology partner. When you succeed, we succeed.

Our award-winning customer success team has designed a simple system to help you throughout onboarding and implementation. Once you are up and running, you will have a dedicated customer success manager for continuous support and 24/7 access to our online help center. 



LongDescription

Real Time Analytics

Status Tracking

Fee Management

Lead Capture

Performance Management

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

For Investors & Traders

Data Synchronization

Referral Tracking

Task Scheduling

Electronic Signature

Transaction History

Portfolio Management

Pipeline Management

Real Estate

Customer Database

Template Management

Data Import/Export

Email Tracking

Risk Management

Accounting

Lead Generation

Email Templates

Self Service Portal

Contact Management

Lead Management

Email Marketing

Mobile Access

Real Time Data

Performance Metrics

Client Portal

Real Time Notifications

Workflow Management

Email Management

Visual Analytics

File Sharing

Alerts/Notifications

Reporting & Statistics

Segmentation

Reminders

Deal Management

Customizable Templates

Client/Property Matching

Investments Tracking

Interaction Tracking

Real Time Reporting

Asset Lifecycle Management

Compliance Tracking

Reporting/Analytics

Contact Database

Appointment Management

Summary Reports

Fund Management

Client Management

Third Party Integrations

Appointment Scheduling

Task Management

Campaign Management

Document Management

CRM Integration

Transaction Management

For Real Estate

Data Visualization

For Commercial Real Estate

Web browser (OS agnostic)

Transparent pricing designed for your business. Pricing starts at $700/MONTH.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

AppFolio Investment Manager

In Person

Live Online

Webinars

Documentation

Videos

DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to configure user permissions, create organizational strategies and record client/lead interactions in a centralized repository.


Using DealCloud’s pipeline management functionality, administrators can configure workflows, dashboards, reports and notifications for team members and business units. Features include collaboration, analytics, email marketing, custom forms, risk assessment and more. Additionally, the platform allows supervisors to run promotional email campaigns, manage leads and view engagement metrics including the open or click rates of emails.


DealCloud comes with an application programming interface (API), which allows businesses to integrate the system with several third-party applications, such as Workday, Tableau, Taiga and more. Pricing is available on request and support is extended via phone, email and other online measures.



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