Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital.
Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place.
Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements
Description
Pete® REI Software serves as a comprehensive CRM platform tailored specifically for real estate investors, enabling them to optimize their operations from the initial contact all the way to deal closure with tools specifically designed for the investment process; it allows users to gather leads from diverse channels, monitor the progression of deals and pipeline stages, automate follow-up communications through email, phone, and SMS workflows, and efficiently manage files that incorporate e-signatures and images, all within a single platform. This software features an integrated phone and SMS system that removes the necessity for additional applications, provides real-time analytics and customizable dashboards for tracking essential performance metrics to support informed decision-making, and offers scalable functions suitable for individual investors as well as larger teams. Additionally, the automation of workflows minimizes repetitive tasks while ensuring reliable follow-ups, centralized task management fosters better collaboration among team members, and integrated communication tools keep both leads and clients actively engaged throughout the investment journey. Ultimately, this platform empowers investors to focus on growth while managing their operations seamlessly.
API Access
Has API
API Access
Has API
Integrations
Vyzer
Pricing Details
$599 per month
Free Trial
Free Version
Pricing Details
$219 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Agora
Founded
2018
Country
United States & Israel
Website
agorareal.com
Vendor Details
Company Name
Pete REI Software
Country
United States
Website
peterei.com
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
Product Features
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation