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About CREflow

Clara AI Deep Dive with Clara AI

CREflow is deal flow software for independent commercial real estate investors and small acquisition teams that buy, hold and sell commercial property. It keeps acquisition and disposition pipelines, follow ups, contacts, properties and underwriting in one place. Features include drag and drop pipelines from first look through close, a follow up queue for what is due, overdue or gone cold, shared records for sellers, brokers and partners, and NOI, cap rate, DSCR, IRR and refi versus exit modeled inside each deal. AI offering memorandum import pulls property, asking price, NOI, cap rate and rent roll fields from a PDF or image for review. Share links send underwriting and deal summaries to partners or investors without exporting files. Free tools at creflow.pro/tools need no account. Plans start at $165 per month, and every plan starts with a 30 day free trial with a card on file. Details are at creflow.pro/pricing.

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Screenshots & Videos

Deal pipeline
Underwriting inside each deal
AI offering memorandum import

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    70%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    60%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • Small Business
  • Individuals

API Support

  • Not available

Modes of Support

  • Online

CREflow Features

CRM Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    70%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management Features

Shared Contacts

Facilitates keeping shared phone list/book with a different team or with specific user groups

Customer Pipeline

Helps to manage sales and business prospects and boosting them down the sales funnel

Activity Management

Helps to organize and prioritize the tasks and activities of the team to enhance productivity

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Search and Filter

Provides with advance and efficient search/ filter tools to get more refined findings or results

Prospecting Tools

Provides tools to help spotting prospects or potential customers and convert them into actual buyers

Group Management

Helps to create multiple group types for managing a set of common records

Contact Import-Export

Helps to input and share important contacts from the application with others

Contact History

Helps to store and logging all types of important contacts and reveals the time and duration as well

Email Marketing

Helps to do email marketing and customizes emails to make a good impression to audiences

Appointment Management

Helps to manage patient-doctor appointments in an orderly manner
CREflow Pricing

Free Trial

Available

Credit Card Required to Get Started

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Custom pricing for larger teams Custom


Start Free Trial

Solo $165.00 $165.00 per month

Start Free Trial

Team $398.00 $398.00 per month

Start Free Trial

Growth $698.00 $698.00 per month

Start Free Trial

Screenshots of Vendor Pricing Page

Pricing screenshot

Learn more about  CREflow Pricing

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CREflow Reviews

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CREflow Screenshots

Deal pipeline

Deal pipeline

 Underwriting inside each deal

Underwriting insi...

 AI offering memorandum import

AI offering memor...

 Follow up queue

Follow up queue

CREflow FAQs

What is CREflow used for?

CREflow is CRM Software. CREflow offers the following functionalities:

  • Opportunity Management
  • Reporting (Analytics)
  • Collaboration Tools
  • Lead Management
  • Contact Management
  • Document Management

Learn more about CREflow features.

What are the top alternatives for CREflow?

Here`s a list of the best alternatives for CREflow:

Does CREflow provide API?

No, CREflow does not provide API.

CREflow Contact

Vendor Details

Founded : 2026

Contact Details

Not available

https://creflow.pro

Social Media Handles

Not available

Download White Papers And Ebooks On CRM Software

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Where CRM Falls Short Where CRM Falls Short Download PDF
Getting Your Staff on-Board with CRM Getting Your Staff on-Board with CRM Download PDF
Effective Sales Process Execution Effective Sales Process Execution Download PDF

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