Contact Relationship Management

A CRM built for real estate syndicators and their investor relations teams. Sync valuable company data and unlock productivity across your entire team.

Groundbreaker Investor Relations CRM Screenshot

Contact Relationship Management

At its core, real estate investment management is about relationships. So we’ve carefully designed and built from scratch our very own native CRM for investor relations. It sits at the forefront of our investor relationship management software app.

Its seamless design mirrors your workflow with the ability to log notes, send email, and group investors using tags. Our CRE investor relationship management software makes the mundane more manageable because we’ve made it just that simple to use, so, you can get through the sand and onto the rocks!

Manage your investor pipeline with total visibility

See everything about a contact all in one place

Send personalized email to many investors in minutes

Why you’ll love this tool:

Your productivity levels will soar when you can locate and manage investor data, communicate through integrated email, and securely store and disseminate sensitive documents from one central location. There’s no going back to the old fashioned way of doing things. Your time spent now hunting through email and spreadsheets will turn into valuable time spent turning over new opportunities and forming relationships that grow your company faster.

Groundbreaker allows you to easily configure the CRM to meet your needs when building lists for prospecting or reporting to current investors, as well as designing your own funnels to segment accounts.

Great functionality doesn’t help you get any closer to your goals if the software you have gets in the way. Because our CRM for investor relations is so simple, your team will ramp up faster and see greater adoption across the company to drive the results you’re seeking out of your next CRE technology partner.

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