CRM Designed With Your Real Estate Business In Mind

CRM enables you to efficiently manage relationships with your investors and other stakeholders. All important information for your contacts will always be at your fingertips. Gone are the days of trying to find contact information by searching through emails, trying to remember which address is the correct one, and not having visibility into how engaged investors are with your firm.

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  • Unifies data between CRM, investor dashboard, and back office.
  • Easily view each contact’s activities to see how they are engaging with your firm
  • Automatically track, store, and display emails you send for a complete view of investor communications in the CRM.
  • Associate investment management professionals or other contacts to an investor profile.
  • See all investment activity in one place, including asset type preferences, regional preferences, and investment criteria.
  • Streamline inviting investors to invest in new offerings with bulk emails.
  • Set tasks and enter notes to ensure contact history is captured and fulfill your commitments to them.
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“Our firm had been on a two-year search for the right tech platform to support our 150+ list of investors without much success. What IMS has brought to the table is far and above any other platform we’ve seen in the market. Not only have our internal processes been simplified but our investors couldn’t be happier. I know first hand that the competition falls well short on all levels!”

Peter Slaugh - Managing Director - OpenPath Investments

“The IMS Platform has been a tremendous value-add for our business to help us better communicate with our investors and provide a valuable platform that allows us to manage our data. The tools and partnership with IMS have helped us streamline our syndication process and provide a tool that distinguishes us and improve our brand within our community of investors and partners and we look forward to our continued success.”

John Azar - Executive Vice President & Managing Member - MACC Venture Partners, LLC

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