Average Ratings 4 Ratings

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Average Ratings 0 Ratings

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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

Description

Effectively oversee your sales pipeline by monitoring and tracking leads and opportunities for all available properties, generating insightful reports that illustrate the various stages of the sales process, assessing the performance of your sales team, and managing interactions with both current and prospective clients. Develop a hierarchical unit structure while keeping an updated record of any changes in unit areas, and enhance each unit with assets by uploading images, floor plans, adding annotations, and saving relevant links directly associated with a particular property. Maintain comprehensive tenant information, including company details, contact specifics, personal data compliant with GDPR, and bank account information, while also managing due invoices, outstanding debts, and payments. Save time by utilizing your branded templates to automatically populate lease contracts with all necessary data, establish different pricing rules, and incorporate multiple services or units into a single contract while setting reminders for contract expiration dates. Additionally, ensure all pertinent lease documents are attached to the Lease Contract Card, centralizing all related information for easy access and management. This streamlined approach not only enhances organization but also improves overall efficiency in managing your property leasing operations.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 
QuickBooks Accountants Yes 
QuickBooks Desktop Premier Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Enterprise Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Integrations

Microsoft Excel No 
QuickBooks Accountants No 
QuickBooks Desktop Premier No 
QuickBooks Desktop Pro No 
QuickBooks Enterprise No 
QuickBooks Online No 
QuickBooks Online Advanced 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 

Pricing Details

$179 per user per month
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

STRATAFOLIO

Founded

2017

Country

United States

Website

stratafolio.com

Vendor Details

Company Name

Soft4RealEstate

Founded

2008

Country

Lithuania

Website

soft4realestate.com

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 

Product Features

Real Estate Property Management

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

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