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Description

For private equity real estate firms, accurately calculating distributions for equity investors is essential, yet managing complex waterfalls within delicate Excel spreadsheets diverts valuable time and resources from more strategic initiatives. As your firm continues to expand through acquisitions, the burden of calculating distributions for each project will only become more cumbersome for your team. Moreover, as investor expectations shift regarding how they receive and understand their investment information, it is imperative to adapt. Investors not only require the established trust of your relationship but also demand constant availability and transparency in their communications. In today's landscape, modern wealth management and investment platforms offer advanced web and mobile portals, setting a new standard that now extends to commercial real estate investments. To meet these evolving expectations, implementing an investor dashboard that integrates all relevant data—such as distributions and investment details—will be crucial for enhancing the overall investor experience and streamlining communications. This approach will ultimately allow your team to focus on more impactful tasks while ensuring that investors remain informed and engaged.

Description

Your real estate brokerage CRM should have the most useful features for you. This will allow you to manage your leads and help you succeed. It is not surprising that only 10% of REALTORS use the CRM provided to them by their company. Many CRM products for real estate brokerage are too simple or too complicated and aren't tailored to the needs and workflows specific to each company. As with all our products, TRIBUS conducts extensive user testing of the Customer Relationship Management tool. To gain insight from executives, staff and agents, our product team meets regularly with them. They ensure that the products we provide are easy to use and can be adopted. Our user experience team meets regularly with clients to ensure that our custom brokerage CRM tools are simple to use by staff and agents.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
ActiveCampaign No 
BoldTrail Back Office No 
BombBomb No 
Datto RMM No 
Evernote No 
Feefo No 
Google Calendar No 
Microsoft Outlook Yes 
OneSignal No 
Realvolve No 
Rocket Data Replicate & Sync Yes 
Salesforce No 
SuiteSpot Yes 
TMetric No 
VuSpex Yes 
Vyzer Yes 
Wistia No 
Wufoo No 
zipForm Plus No 

Integrations

Gmail Yes 
ActiveCampaign Yes 
BoldTrail Back Office Yes 
BombBomb Yes 
Datto RMM Yes 
Evernote Yes 
Feefo Yes 
Google Calendar Yes 
Microsoft Outlook No 
OneSignal Yes 
Realvolve Yes 
Rocket Data Replicate & Sync No 
Salesforce Yes 
SuiteSpot No 
TMetric Yes 
VuSpex No 
Vyzer No 
Wistia Yes 
Wufoo Yes 
zipForm Plus Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Based upon user count.
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 Yes 
iPad App Yes 
Android App Yes 
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 No 

Types of Training

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

Vendor Details

Company Name

RealPage

Founded

2015

Country

United States

Website

www.investormanagementservices.com

Vendor Details

Company Name

TRIBUS

Founded

2009

Country

United States

Website

tribus.com

Product Features

Commercial Real Estate

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

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions Yes 
Performance Metrics Yes 
Portfolio Management No 
Risk Management Yes 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

Real Estate CRM

Campaign Management No 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking No 
Segmentation Yes 

Real Estate Transaction Management

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

Product Features

Real Estate CRM

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation Yes 

Real Estate Marketing

Advertising Management Yes 
CMA Yes 
CRM Yes 
Contact Management Yes 
Email Marketing Yes 
Lead Generation Yes 
Listing Management / IDX Yes 
Presentation Yes 
Reporting / Analytics Yes 
SEO Yes 
SMS Marketing No 
Social Media Marketing Yes 
Virtual Tour No 
Website Builder Yes 

Real Estate Transaction Management

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

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