Intro

The CRM built into Portfolio 360 is designed to better assist Real Estate Syndicators with a variety of tasks that you may need to handle for your business. We do not currently offer integrations with 3rd parties like Salesforce or Microsoft Dynamics. If this integration is important to you we encourage you to let us know so that we can add it to our roadmap.

The CRM allows you to keep track of your contacts, manage notes from previous conversations that you’ve had with them, add reminders (i.e. follow up in 2 weeks), or add notable dates that you can get reminders for (i.e. they’re getting married, their kids birthday, etc).

Additionally the CRM allows you to track specific markets that your contact may be associated with which can help you to discover holes particularly in your core team in a market that you are working in.