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What is Sensr Portal?

Offer your investors a sophisticated and modern view of their portfolios that enriches their overall experience. Allow them to track their investments, projections, and returns all from a single, user-friendly platform. They have the flexibility to dive deep into the details of individual investments whenever they wish. Keep your investors updated whether they are on the go or enjoying downtime at home. Our platform is specifically designed for real estate investment firms, ensuring it meets the distinct needs of your business. Take command of your processes and optimize your internal operations to increase efficiency and reduce errors. Centralize your contacts, entities, ownership information, distributions, and tax records in one easily accessible location for your entire team. With our powerful marketing automation features, Sensr Portal integrates smoothly with your existing marketing tools and website, streamlining the funding process. Create instant landing pages and collect crucial data on prospect interest and engagement, which will enable you to refine your outreach efforts effectively. By leveraging these innovative tools, your firm can greatly improve its operational productivity while delivering an outstanding experience for your investors, ultimately fostering stronger relationships and driving growth.

What is Juniper Square?

Elevate your fundraising efforts and streamline your closing procedures with a comprehensive suite that features data rooms, lead management, online subscriptions, and a customized CRM tailored for private fundraising endeavors. Say goodbye to cumbersome spreadsheets by utilizing user-friendly tools designed to calculate returns, manage waterfalls, and automate workflows for your investors. Provide your clients with outstanding reporting and immediate access to their investments via the industry's leading investor portal. Enhance your fundraising strategies and speed up closings through adaptable data rooms and online subscription options that cater specifically to your needs. Effortlessly create and securely share personalized notifications, financial reports, and statements that adhere to industry standards. Manage partnership accounting with ease while automating distribution calculations and tracking payments, all from a single, unified dashboard. This holistic approach not only simplifies workflows but also significantly boosts client satisfaction and engagement. By embracing these innovative solutions, you can transform your fundraising landscape and foster stronger relationships with your investors.

Media

Media

Integrations Supported

Docusign
ActiveCampaign
Agile CRM
Compudyne
Gmail
Google Analytics
Google Forms
Google Sheets
Highrise
HubSpot Customer Platform
Jotform
Kommo
LionDesk
Mailchimp
Microsoft Excel
Microsoft Outlook
Salesforce
Vectra AI
Vyzer
Zoho CRM

Integrations Supported

Docusign
ActiveCampaign
Agile CRM
Compudyne
Gmail
Google Analytics
Google Forms
Google Sheets
Highrise
HubSpot Customer Platform
Jotform
Kommo
LionDesk
Mailchimp
Microsoft Excel
Microsoft Outlook
Salesforce
Vectra AI
Vyzer
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sensr Portal

Date Founded

2015

Company Location

Canada

Company Website

www.sensrsolutions.com

Company Facts

Organization Name

Juniper Square

Date Founded

2014

Company Location

United States

Company Website

www.junipersquare.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Categories and Features

Commercial Real Estate

Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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