InvestorFuse CRM Review 2024
With the help of our in-house editorial team, our platform’s members and external subject matter experts, this comprehensive review of InvestorFuse CRM software became possible and available for free to those considering this solution!
In this review we evaluated InvestorFuse’s features, plans, pricing and other important aspects to help our readers make a more educated purchase decision.
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What Is InvestorFuse?
InvestorFuse is a fully integrated and customizable real estate investor CRM designed to help users funnel their leads into one place and manage them under one roof.
InvestorFuse CRM has numerous automation tools, analysis metrics, team services, dedicated client support, and many integration options.
In 2022, InvestorFuse was acquired by Carrot, a leading real estate lead generation and management software company in the U.S.
What Is InvestorFuse Used For?
Whether you’re pulling leads from several different sources or manually inputting contacts into your CRM, you can use InvestorFuse to automate the process and funnel your leads into the platform.
The following are various ways you can use InvestorFuse in your business:
- Lead organization and management — InvestorFuse lets users collect and funnel leads from different sources, including campaigns run by real estate investor PPC management services, call answering services for real estate investors, Facebook ads for real estate investors, and real estate investor lead generation software platforms like Carrot. You can then organize your leads based on various criteria and create an action plan.
- Automated action workflows — InvestorFuse comes with pre-built action workflows that you can choose from. Each workflow has several options and decision trees to provide a step-by-step approach in your sales pipeline.
- Lead grouping — By using InvestorFuse, users can create group categories and place leads into the groups based on a set of criteria. You can also assign a group to different team members while limiting the access of other members.
- Communication management — Although InvestorFuse isn’t equipped with communication features, the platform has partnered with numerous communication tools such as smrtDialer and CallRail to allow investors to reach out to leads and run follow-up campaigns.
- Third-party software integration — InvestorFuse integrates with plenty of popular real estate platforms, including Carrot, BatchDialer, BatchLeads, and Launch Control, among others.
- Team management — With InvestorFuse, you can add an unlimited number of team members and support staff to your account. As the account admin, you can control permissions and access that your members have within the platform.
- Employee tracking — The platform comes with several employee KPIs to help you track the performance of your team members. The metrics are displayed on a mini dashboard with employee scores to provide a quick overview of your employees’ performance.
InvestorFuse Users Breakdown by Specialty
Is InvestorFuse Legit?
Certainly. InvestorFuse is a legitimate lead management platform that has been used by real estate entrepreneurs since 2015, with physical headquarters in Ellicott City, Maryland.
InvestorFuse is quite popular within the real estate investor community, having received numerous positive reviews and testimonials on active investor forums like BiggerPockets, the company’s Facebook page, and SaaS review websites like Trustpilot and G2.
When it comes to security, InvestorFuse ensures that all user data is safe from loss through multiple data backups throughout the day.
Additionally, InvestorFuse has an open public image, with active accounts across all major social media platforms where users can find software and company updates as well as investment tips from industry experts.
Altogether, we can assure you that InvestorFuse is not a scam.
InvestorFuse Customer Reviews
InvestorFuse Pricing
Real estate investors require a paid subscription to use the InvestorFuse CRM.
The platform currently provides users with three subscription packages which are mainly based on the number of users supported:
- Essentials
- Pro
- Premium
First-time InvestorFuse users are also required to pay a one-time software setup fee in addition to the monthly subscription amount.
Essentials
The Essentials plan costs $147 per month and supports a single user.
As the platform’s entry-level package, the Essentials plan is designed for entrepreneurs who are starting out in their investment journey.
Some of the main features of the Essentials plan include:
- 1 user (each additional user at $20 per month)
- Unlimited lead sources
- Access to contracts
- Campaign management
- Basic campaign KPIs for insights and analytics
- Guest access
- smrtPhone and smrtDialer integrations
- Access to PIN opportunities
Pro
For this plan, you’ll be required to pay $247 each month to maintain your subscription.
The Pro plan supports up to 5 users and is most suitable for real estate investors looking to scale to a team.
Here’s what you get in the Pro plan:
- All features included in the Essentials plan
- 5 users (each additional user at $20 per month)
- Campaign autoresponders
- Team and campaign KPIs
- Messaging templates
- Up to 2 groups supported
- Workflows
- Inbound call pop-ups
- A mini dashboard and scorecard
Premium
The Premium plan is the company’s full-featured plan and is created for large real estate investor teams. The plan costs $377 per month and supports up to 10 users for free.
Some of the features in the Premium plan include:
- All features in Essentials and Pro plans
- 10 users (each additional user at $20 per month)
- Employee scorecard
- Unlimited groups
- Access to the in-house training program (TurboFuse)
- Ability to limit or restrict user access
- Weighted round robin
InvestorFuse Setup Service
All first-time users are required to pay a one-time software setup fee in addition to the monthly subscription amount for the first month.
The company offers two software setup packages: Standard Setup and Concierge Onboarding. The Standard Setup option costs $147 and offers the following services:
- A marketing plan review call
- Lifetime leads integration support
- Communication integrations setup
- Basic lead migration
- Integrations review call
- Essential training
- 2 contracts included
The Concierge Onboarding package costs $997 and has the following features:
- Everything in the Standard Setup
- Strategy call with InvestorFuse CEO
- Groups and lead routing setup
- Workflow automation setup
- Motivations and labels setup
- Transactions management done for you
- Dialer results automation setup
- 2 more contracts included (4 in total)
- Review call with CEO
- 3 team training calls
InvestorFuse Coupon & Promo Codes
InvestorFuse Features
Automated Action Workflows
InvestorFuse comes with pre-built action workflows that you can use to take leads through the sales pipeline.
The actions are organized in a step-by-step manner to simplify the management process for new and established investors.
Within each generated workflow, there are a set of rules, triggers, and instructions to help you customize the activity and increase chances for conversion as a result.
Lead Communication
During the follow-up process, InvestorFuse lets you send texts or emails to your leads one at a time.
To make this possible, the platform comes with message templates that you can customize and use to reach out to leads.
The InvestorFuse platform does not support text or email blast campaigns but allows you to connect marketing tools such as Smarter Contact to send text blasts for real estate investors and email drip campaigns.
Lead Dashboard
InvestorFuse has a dedicated dashboard for each lead to allow you to quickly view where a lead is in the sales pipeline. In the dashboard, you’ll be able to:
- See if the motivated seller (lead) is contacted or uncontacted
- Get a timeline of the activity (when the lead was first and last contacted, the date of the first appointment, when you made the first offer, etc.)
- Select the fields you want to see on the first page
- See an overview of the property (property condition, vacancy status, equity amount, etc.)
Lead Groups
InvestorFuse allows investors to sort their leads into categories based on similar features and criteria.
For instance, you can put leads that are in the same stage of the sales pipeline into one group.
By organizing your leads into groups, you can:
- Choose which groups a team member has access to
- Use group rules to hold members responsible for following up with leads
- Increase team competition and productivity by leaving leads unassigned, so team members can compete to get them
Automated KPIs and Insights
The InvestorFuse platform helps you keep track of your team’s productivity through pre-built KPIs that have been integrated into the system.
This real estate investor CRM tracks all team actions and activities to generate accurate insights and provide a detailed overview of your team’s performance. By using the automated insights, you’ll be able to:
- Track their conversion rate as well as the team’s
- Get an overview of the days you take to Opportunity, Contract, and Deal
- Track new leads vs qualified leads that have been converted into Opportunities
- Track the number of times your team follows up with leads
Automated Follow-Up
InvestorFuse is equipped with a feature known as Resurfacing to help you follow up with dead leads (sellers who say no after first contact).
The Resurfacing tool helps investors revisit dead leads and find out whether they have changed their minds.
The tool is customizable, allowing investors to:
- Set a time period after a lead is marked as dead for it to be revisited by you or your employees
- Assign certain employees to handle the resurfaced opportunities
- Set reasons leads are dead, so your team can classify sellers correctly
Employee Scorecard
This feature is built to help managers (account admins) and team members track their performance over a selected period.
To achieve this, InvestorFuse comes with 18 employee KPIs that are displayed in an intuitive dashboard.
Some of the KPIs included are:
- Total talk time
- Opportunities touched
- Contracts sent
- Verbal offers made
Third-Party Software Integration
InvestorFuse lets investors connect third-party investing and wholesale real estate software services and automation tools that are commonly used in real estate investing.
The platform integrates with various types of software, including other real estate wholesaler CRM, marketing tools, social media sites, and more.
With over 75 integration options, InvestorFuse ensures you can run your entire real estate investing business within the platform.
InvestorFuse Pros and Cons
Pros
- The software is updated several times annually to improve and increase the services offered.
- InvestorFuse provides first-time users with full refunds (no questions asked) if they cancel their subscription within the first 30 days.
- The platform is user-friendly and requires no learning curve, even for inexperienced investors.
- InvestorFuse is affordable and offers good value for the money.
- This real estate investor software has numerous integration options to allow you to connect other commonly used real estate software.
- A training program is included if you choose to pay for the Pro or Essentials plan annually.
Cons
- InvestorFuse has no mobile app.
- The platform lacks marketing capabilities — users need a third-party service to run campaigns.
InvestorFuse Integrations
- BatchDialer
- BatchLeads
- Launch Control
- Carrot
- DealMachine
- Smarter Contact
- smrtPhone
- smrtDialer
- WordPress
- CallRail
- Lead Sherpa
- Mojo
- InvestorLift
InvestorFuse Alternatives
- Forefront CRM
- REsimpli
- Propelio
- FreedomSoft
- REIPro
- REI BlackBook
- InvestorLift
- Podio
- LionDesk
- Pipedrive
- Propertybase
InvestorFuse Achievements
Awards & Recognition
Best CRM for Real Estate Investors (Awarded by Real Estate Bees)
Press & Media
InvestorFuse FAQs
Does InvestorFuse CRM have a free trial?
No. However, the company offers a 30-day money-back guarantee where you’ll receive a full refund of the monthly subscription amount if you terminate the service within the first 30 days.
How many clients does InvestorFuse CRM serve?
We couldn’t find reliable information on the number of clients the software serves.
However, hundreds of customer reviews and testimonials across the company’s website and Facebook profile, as well as software review sites like Trustpilot and BiggerPockets, indicate the platform’s popularity among real estate investors.
Who founded InvestorFuse?
InvestorFuse was launched in 2015 by John Whitman and Dan Schwartz. The co-founders have extensive experience and backgrounds in marketing.
Dan is also a successful real estate investor with professional experience in property acquisition.
Additionally, both co-founders serve in the company’s day-to-day operations. John Whitman is the CTO, thanks to his technical background, while Dan Schwartz is the company CEO.
What is InvestorFuse’s customer service number?
We couldn’t find any phone contacts or customer service lines associated with InvestorFuse.
However, the company has a customer support email where customers and prospective clients can reach out: [email protected].
What is the InvestorFuse cancellation and refund policy?
InvestorFuse users can cancel their subscriptions at any time by sending a written request to [email protected], after which the company will terminate your service subscription.
You will not receive a refund for the canceled subscription past the first 30 days of using the service.
InvestorFuse provides refunds to new users who cancel their subscriptions within the first 30 days.
Still, the refund only applies to the monthly subscription charge — there is no refund for the one-time setup fee.
InvestorFuse Tutorials & Training
InvestorFuse: Lead Management Automation for Real Estate Investors
Automatic Direct Mail Opt Out and Sequences with InvestorFuse
Is InvestorFuse Worth It?
Yes. Based on our research, both new and experienced investors can use InvestorFuse to easily manage their leads and team members.
Furthermore, the platform has numerous positive reviews and testimonials that indicate its popularity within the real estate investor community.
InvestorFuse is also relatively affordable compared to similar platforms. This means that both novice and experienced investors can implement the service in their businesses.
Although real estate CRMs tend to get overwhelming due to poorly designed user interfaces, InvestorFuse keeps everything simple, while still packing comprehensive features.
InvestorFuse Contacts
- Website: Official website
- Phone: N/A
- Email: [email protected]
- Address: 10045 Baltimore National Pike Unit A7 497, Ellicott City, Maryland, 21042, United States
- Socials: Facebook, Instagram, YouTube, LinkedIn
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About the Author:
With over 20+ years of experience in real estate investment and renovation, Brian Robbins brings extensive knowledge and innovative solutions to the HouseCashin team. Over the years Brian has been involved in over 300 transactions of income producing properties across the US. Along with his passion for real estate, Brian brings with him a deep understanding of real estate risks and financing.