Capterra Logo
Helping businesses choose better software since 1999

ProForm vs InvestNext: Which is a better fit?

Updated on March 3rd, 2024
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Summary
Features in Real Estate Transaction Management
7
34
28
Best performer
34
  • Accounting
  • Activity Tracking
  • Alerts/Notifications
User satisfaction
4.0
User reviews20
Ease of use
4.1
Functionality
4.0
Value for money
4.1
Customer support
4.2
4.8
User reviews20
Ease of use
4.5
Functionality
4.7
Value for money
4.7
Customer support
4.7
Price starts from
One-time payment
Free version
Free trial
Monthly subscription
Free version
Free trial
Best for

Title insurance agents, escrow officers, real estate attorneys, legal assistants, paralegals, abstractors, IT.

General Partners, Finance Leaders, Compliance Officers, and Investor Relations teams for real estate syndicators and fund managers.

User reviews
pros & cons
1 / 3
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
No videos provided by vendor
No videos provided by vendor
No screenshots provided by vendor
185770
5 screenshots

ProForm

7/34
  • Accounting
  • Activity Tracking
  • Agent Management
  • Alerts/Notifications
  • Commission Management
  • Communication Management
  • Compliance Management
  • Contract/License Management
  • CRM Integration
  • Deal Management
  • Document Storage
  • Email Marketing
  • File Sharing
  • Forecasting
  • Lead Management
  • Listing Management
  • Mobile App
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Reporting/Analytics
  • Status Tracking
  • Template Management
  • Time Tracking
  • Transaction History
  • Transaction Management
  • Workflow Management
  • Activity Dashboard
  • Contact Management
  • Document Management
  • Electronic Signature
  • Forms Management
  • Task Management
  • Third-Party Integrations
See All features
Hide Real Estate Transaction Management Software Features -

InvestNext

Top Features
28/34
Show Real Estate Transaction Management Software Features +

ProForm

--

InvestNext

--

ProForm
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
InvestNext
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
ProForm
  • By SoftPro
  • Located in United States
  • Founded in 1984
InvestNext
  • By InvestNext
  • Located in United States
  • Founded in 2018
Recommendations

Products similar to those you're currently comparing: