Dynamic
CRM Solution

Real Estate Investment Management

 Keywords: Investment management; Track;

Whether you're investing in single home or developing multi-family apartment, this real estate investment project is the perfect way to keep everything organized.


Investment program

Use this tool to track your investment properties, you can keep your investment and payment, contacts in one place, leaving more time to devote to your mission.

Login in your CubeDrive account, you can click project icon on the sidebar to start build a project with drag and drop method.

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Put all data together

Before you create the project and put all data together, you need have the related applications created. In this example, the following forms are created:

  • Program form - A from includes a list of program information.
  • Investment management - A form for all investment information.
  • Contacts - A form includes brokers, equity investment partners and LPs, attorneys, loan officers, property managers, architects and contractors.
  • Payment - All payments related to the property.
  • Repairment - Repair information.
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Click "Edit flow", you can start to build the project with all forms linked together. Drag and drop the shape from the side bar, you can link the shape to the existing form, set the element properties, and setup the condition.


Add condition to the form

In order to display more information in the element, you can add the condition to the form.

You can add icon, set background color, set text color, append text to the form etc. Furthermore, you can even add formula to show dynamic information in the project.

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To see more detail for each component, you can click the link in the node and the related form is opened for view.


Touch

You can acess all of your project information with your mobile device.



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