Audience

Real estate investors and investment teams needing to manage leads, deals, workflows, communications, and analytics all in one place

About Pete REI Software

Pete® REI Software is an all-in-one real estate investor CRM platform designed to help investors streamline operations from first contact through deal closing with tools tailored for the real-estate investment lifecycle; it lets users capture leads from multiple sources, track deal status and pipeline phases, automate follow-ups via email/phone/SMS workflows, and manage files including integrated e-signatures and photos all within one system. It includes a built-in phone and SMS system that eliminates the need for separate apps, real-time analytics and reporting with customizable dashboards to monitor key performance indicators and inform data-driven decisions, and scalable features that work for solo investors up to larger teams. Workflow automation reduces repetitive tasks and ensures consistent follow-ups, centralized task management enhances team collaboration, and unified communication tools help keep leads and clients engaged.

Other Popular Alternatives & Related Software
Forefront CRM
Forefront CRM
Forefront CRM is a comprehensive solution designed to streamline lead management for real estate investors. It offers a visual pipeline with drag-and-drop functionality, allowing users to customize workflows and see the status of every lead at a glance. The system automates follow-up campaigns through SMS, email, and tasks, ensuring consistent communication with leads. All lead information, including notes, communication history, and property details, is centralized for easy access. Forefront CRM integrates with tools like smrtPhone and CallRail to track calls, messages, and voicemails, providing a complete communication history for each lead. The platform also features real-time Key Performance Indicators (KPIs) and reporting, offering insights into marketing campaign performance and team efficiency. Additional functionalities include task management with automated assignments and notifications, an iOS app for mobile access, and customizable fields to capture essential lead data.
Learn more
Agora
Agora
Agora is a designated software solution for real estate investment firms to build trust with investors, accelerate every aspect of their business and grow faster with optimal operational efficiency. 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. Automate your portfolio management, generate reports, distribute waterfalls, and streamline performance data.
Learn more
XceedCRM
XceedCRM
(1 Rating)
XceedCRM is an all-in-one customer relationship management platform built specifically for real estate brokers, channel partners, and builders. It helps real estate businesses manage leads, track deals, and automate follow-ups from a single dashboard. The platform centralizes property listings, customer data, and sales pipelines for better visibility. XceedCRM enables teams to collaborate efficiently while staying aligned on deal progress. Automated reminders and follow-up tools ensure no lead is forgotten. The system is designed to simplify complex real estate sales workflows. XceedCRM helps real estate professionals close deals faster and operate more efficiently.
Learn more
monday CRM
monday CRM
(7 Ratings)
monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.
Learn more

Pricing

Starting Price:
$219 per month

Integrations

No integrations listed.

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Company Information

Pete REI Software
United States
peterei.com

Videos and Screen Captures

Play Video Pete REI Software Screenshot 1
Other Useful Business Software
Our Free Plans just got better! | Auth0 Icon
Our Free Plans just got better! | Auth0

With up to 25k MAUs and unlimited Okta connections, our Free Plan lets you focus on what you do best—building great apps.

You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your security. Auth0 now, thank yourself later.
Try free now

Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Online

Pete REI Software Frequently Asked Questions

Q: What kinds of users and organization types does Pete REI Software work with?
Q: What languages does Pete REI Software support in their product?
Q: What kind of support options does Pete REI Software offer?
Q: What type of training does Pete REI Software provide?
Q: How much does Pete REI Software cost?

Pete REI Software Product Features

Real Estate CRM

Contact Management
Lead Management
Property Alerts
Client / Property Matching
Dashboard
Email Marketing
Campaign Management
Referral Tracking
Segmentation
Interaction Tracking