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Average Ratings 4 Ratings

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Description

CRES represents a comprehensive integration of Real Estate Data, Documents, Business Processes, and Business Intelligence. By utilizing CRES Technology, real estate firms can effectively tackle challenges related to IT operations and boost their business productivity. Our solutions are seamlessly integrated with property management systems like MRI, Yardi, VTS, or RealPage, leveraging the power of Office 365 and Azure Cloud. The expertise of our principals and technical staff is rooted in the real estate sector, with decades of leadership experience spanning various domains, including technology, business process management, finance, human resources, and customer service. Our dedicated team, equipped with extensive experience in real estate, approaches technological challenges with high standards, providing solutions that enhance business processes and elevate the productivity of any real estate organization. Moreover, we are committed to continuous improvement, ensuring that our clients remain competitive in a rapidly evolving market.

Description

STRATAFOLIO, a web-based software application, is designed for people who manage their real estate assets via QuickBooks. It's a tool that streamlines operations, improves profits, and reduces manual work. Financial Management: Real-Time Data with QuickBooks Sync - A consolidated view of all financials for your entire portfolio -NOI -Cash Flow -Operating expenses Identify trends and patterns in spending at a glance Asset Management - Unify your properties under one umbrella - Consolidated view on asset value Track purchase dates and prices Operations Management: - Automated Alerts For Lease Management (Lease Escalations & Expiring Leases). - Rent roll export - Manage maintenance requests and work orders - The easiest CAM reconciliations you'll ever make! Investor Management - Investor specific Dashboard Login to read-only investors to get rid of the need for mailed reports Track cash on cash returns - Build confidence with investors

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Box Yes 
LinkedIn Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Dynamics 365 Yes 
Microsoft Excel No 
Microsoft OneDrive Yes 
Microsoft Planner Yes 
Microsoft Power Apps Yes 
Microsoft Power Automate Yes 
Microsoft Power BI Yes 
Microsoft Teams Yes 
Microsoft To Do Yes 
QuickBooks Desktop Pro No 
QuickBooks Enterprise No 
QuickBooks Online Advanced No 
SQL Server Yes 
Salesforce Yes 
Slack Yes 

Integrations

Box No 
LinkedIn No 
Microsoft 365 No 
Microsoft Azure No 
Microsoft Dynamics 365 No 
Microsoft Excel Yes 
Microsoft OneDrive No 
Microsoft Planner No 
Microsoft Power Apps No 
Microsoft Power Automate No 
Microsoft Power BI No 
Microsoft Teams No 
Microsoft To Do No 
QuickBooks Desktop Pro Yes 
QuickBooks Enterprise Yes 
QuickBooks Online Advanced Yes 
SQL Server No 
Salesforce No 
Slack No 

Pricing Details

Demo available upon request.
Free Trial No 
Free Version No 

Pricing Details

$100 / mo
Essential
$100/Monthly
5 Buildings Included
$10 Each Additional Building

Professional
$120/Monthly
5 Buildings Included
$25 Each Additional Building

Enterprise
$150/Monthly
5 Buildings Included
$30 Each Additional Building
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CRES Technology

Founded

2012

Country

United States

Website

crestechnology.com

Vendor Details

Company Name

STRATAFOLIO

Founded

2017

Country

United States

Website

stratafolio.com

Product Features

Commercial Real Estate

Brand Management No 
CRM No 
Cash Flow Analysis No 
Critical Date Alerts Yes 
Deal Management Yes 
For Appraisers No 
For Brokers No 
For Investors Yes 
For Property Managers Yes 
Portfolio Management Yes 
Strategic Planning Yes 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Real Estate Property Management

Billing & Invoicing No 
Commercial Properties Yes 
Contact Management Yes 
Credit Check No 
Expense Management No 
Insurance Management No 
Landlord Database Yes 
Late Fee Calculation No 
Lease Management Yes 
Maintenance Management No 
Owner Portal Yes 
Payment Processing No 
Portfolio Management Yes 
Rent Tracking Yes 
Residential Properties No 
Tax Management Yes 
Tenant Database No 
Tenant Portal No 
Vacancy Tracking Yes 
Website Management No 

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management Yes 
Critical Date Alerts Yes 
Document Templates Yes 
Electronic Signature Yes 
File Sharing Yes 
Task Management No 
Transaction Review Yes 

Product Features

Commercial Real Estate

Brand Management No 
CRM No 
Cash Flow Analysis Yes 
Critical Date Alerts Yes 
Deal Management No 
For Appraisers No 
For Brokers No 
For Investors Yes 
For Property Managers Yes 
Portfolio Management Yes 
Strategic Planning Yes 

Land Management

Code Enforcement No 
Document Management No 
For Oil & Gas No 
GIS No 
Inspection Management No 
Lease Management Yes 
Permit Management No 
Planning & Zoning No 
Project Management No 

Lease Management

Billing & Invoicing Yes 
Commercial Leases Yes 
Contact Management Yes 
Landlord Database No 
Lease Classification Yes 
Portfolio Management Yes 
Property Management Yes 
Residential Leases Yes 
Retail Leases Yes 
Sublease Management No 
Tenant Database Yes 

Real Estate Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Commission Management No 
Contract Management Yes 
General Ledger No 
Mobile Access Yes 
Payroll No 
Property Development Management Yes 
Reporting / Analytics Yes 
Work Order Management Yes 

Real Estate Property Management

Billing & Invoicing Yes 
Commercial Properties Yes 
Contact Management Yes 
Credit Check No 
Expense Management Yes 
Insurance Management No 
Landlord Database No 
Late Fee Calculation Yes 
Lease Management Yes 
Maintenance Management Yes 
Owner Portal Yes 
Payment Processing Yes 
Portfolio Management Yes 
Rent Tracking Yes 
Residential Properties Yes 
Tax Management Yes 
Tenant Database Yes 
Tenant Portal Yes 
Vacancy Tracking Yes 
Website Management No 

Rental Property Management

Credit Check No 
Expense Management No 
Online Payments Yes 
Owner Portal Yes 
Tax Management No 
Tenant Management Yes 
Tenant Portal Yes 
Tenant Screening No 
Vacancy Tracking Yes 
Website Management No 

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