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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.
ProForm is easy to navigate and easy to learn. Having the ability to enter all your information in once and have that information fill on various forms is perfect for saving time.
Even if you change the zoom on your desktop, it doesnt effect the app. It is so tiny and hard to read.
We used it before and swapped to eclosings because it was web-based but did not have a good experience. I was so glad to come back to softpro.
Customer service was also not the easiest to work with.
The support team is excellent and help promptly when called upon. Many of the features are helpful in the Title Industry.
I love how user friendly this program is. Additionally the customer service is amazing.
InvestNext has been a partner with Gravity Haus since the beginning and scaling with them has worked wonderfully. Support team is very knowledgeable and responsive to any questions.
Lack of customizability within the folders for documents stored on the platform.
InvestNext has been the best to work with and build out several investments within their portal. The investors love the platform and find it easy to use.
There isn't a native integration with our CRM, Hubspot today, but they're working hard on it.
They are super responsive on all fronts. I highly recommend their platform to anyone raising capital for real estate syndications or funds.
No delay delivery option on email communications. This would be helpful for us when we send out reporting.
I like how easy it is to work with and how user friendly it is.
While not its original intention having an Investor CRM is a critical first step.
ProForm
InvestNext
Top FeaturesProForm
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InvestNext
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