Cash Flow Portal + RevSend Integration
Enhance Cash Flow Portal with RevSend to automate personalized B2B gifting, boost investor engagement, and accelerate syndication capital raising.
The Cash Flow Portal + RevSend integration streamlines capital raising for real estate syndicators by automating personalized gifting within your CRM. Send thoughtful gifts with custom packaging, add handwritten notes, and choose digital or physical gifts to impress investors. Real-time tracking and automation simplify the process, making it easier to build relationships, engage stakeholders, and retain clients at scale. Strengthen your syndication efforts by leveraging seamless gifting workflows directly from Cash Flow Portal, increasing both satisfaction and loyalty.
Set-up
Get started in the RevSend Integration Page
Make Professional Connections Personal
