Trusted by syndicators, fund managers & property managers
Turn more leads into booked calls, on autopilot.
REIDOC is the all-in-one CRM, done-for-you funnels and automated follow-up for real estate fundraisers and property managers. Websites, email, SMS and pipelines, set up for you and typically live within 14 days of onboarding.
Free 30-min strategy call · Month-to-month, cancel anytime · Only 5 onboarding spots per month
We keep our spots low in order to make sure everyone gets the proper personalized care.
Trusted by syndicators, fund managers & property managers
Turn more leads into booked calls, on autopilot.
REIDOC is the all-in-one CRM, done-for-you funnels and automated follow-up for real estate fundraisers and property managers. Websites, email, SMS and pipelines, set up for you and typically live within 14 days of onboarding.
Free 30-min strategy call · Month-to-month, cancel anytime · Only 5 onboarding spots per month
We keep our spots low in order to make sure everyone gets the proper personalized care.
Capture Investor Leads
Launch Property Sites
Automate Follow-Up
Automate Social & Email
Raise More Capital
Fill More Units
119,000+
Contacts managed in client CRMs
1.7M+
Emails sent for clients
140+
Webinars & investor events supported
16,000+
Social posts published
What's inside the Capital Raising Toolkit
What's inside the Property Marketing Toolkit
Replace 12 tools with one.
$29/mo
$297/mo
$29/mo
$49/mo
$29/mo
$99/mo
$99/mo
$95/mo
$99/mo
$34/mo
$49/mo
$159/moOne tool. One monthly price.
Live within 14 days of your onboarding call, or your next month is free.
Month-to-month. Cancel anytime.
Only 5 onboarding spots per month. We keep our spots low in order to make sure everyone gets the proper personalized care.
Trusted by
Integrates with
Logos are trademarks of their respective owners. Listing an integration does not imply endorsement or partnership.
STEP 1:
Get Leads From Every Channel...Not Just Websites
A Website For Every Property, Hosted For You
Every Conversation In One Place
Your Properties, Online
Communicate Efficiently With Investors and Leads
Property Websites Built To Lease
Reach your investors wherever they are with text messaging, your website chat widget, respond to Facebook & Instagram Messages, and market to customers and leads all from your app.
We host a website for each of your properties, with lead forms for tours and move-in specials that drop every prospect straight into your CRM.
STEP 2:
Follow Up With The Right Message, Automatically
Social Media On Autopilot For Every Property
Follow Up Automation
Social Marketing Automation
Automate Their Follow Up Experience
Post Everywhere From One Calendar
Build automated drip campaigns customized to each investor that branch based on how they respond to each message.
Schedule posts to every property's Facebook, Instagram and Google Business Profile from one calendar, with approval before anything goes live.
STEP 3:
Track Your Leads Journey Through Pipelines
Stay In Front Of Residents And Prospects
Raise More Capital
In Less Time...
Fill More Units
In Less Time...
Build customized pipelines and track your leads as they convert from lead to joining your investor club to booking a phone call with you to becoming an investor.
Newsletters, move-in specials and automated email outreach keep every property top of mind with residents and prospects, sent from one place to each property's list.
STEP 4:
Follow Up With Investor Leads Around the Clock
Protect Every Property's Reputation
Grow Your Investor List On Auto-Pilot
Grow Your Reviews On Auto-Pilot
Grow your Investor List & know where new investors are coming from with easy-to-use CRM. Easily import existing leads. Build funnel pages with lead magnets to grow your investor list.
Ask residents for reviews automatically and answer every property's reviews and messages from one inbox.
Lisa Moore
Co-Founder | Moore Life Capital
" It's just such kind of a one stop shop and it's made so many things a lot easier and pretty seamless. So I highly recommend them. I cannot say enough about them. They've been awesome."
Dr. Shameem Nazeer
Founder | The Doctor Investor
" REIDOC had already created all the email templates and landing page templates that I would need. And it was created specifically for real estate investors and capital raisers. So if you're in the market for a CRM, I highly recommend REIDOC CRM."
Dr. Nishant Jayaswal
Co-Founder | Medical Multifamily
"Working with REIDOC has been a game changer for our business as a multifamily syndicator. Reaching out to potential clients and maintaining relationship with existing ones is crucial for growth and REIDOC not only understood this need but provided tailored solution that fit perfectly our requirements."
Lina Colligan
Founding Partner | Reck & Restore Legacy
"REIDOC was the perfect fit for me because they are user friendly and they offer solutions to investor needs that are looking for a system that has traceability and visibility, such as an email templates, email campaigns, lead magnets, eBooks, social media templates, and even websites and landing pages. And on top of that, their customer service is top notch. It is excellent. They are very personalized."
MEET THE OWNER
Why listen to us?
I'm Jason Soven, owner of REIDOC Agency. I'm a software engineer specializing in autonomy and AI development, and I bring that same engineering mindset to your marketing. Whether you're raising capital from investors or signing new property owners, the problem is the same: leads slip through the cracks. We build the landing pages, CRM, and automated email and text follow-up that turn more of your leads into booked calls, and we handle your content too, with automated blog and social media posting. All of it is set up with you one-on-one.
Frequently Asked Questions
Do I have to pay for updates?
No. Platform updates and new templates are included in your plan. Because REIDOC Agency runs in the cloud, new features show up in your account automatically.
Is my data secure?
Your data is hosted on enterprise-grade cloud infrastructure with encryption in transit, and the platform is kept up to date for you, so there are no "plugins" to patch. See our Privacy Policy for details.
How long are your contracts?
Monthly plans have no long-term contract: cancel any time, effective at the end of your billing period. Annual plans are paid for the year, and the one-time setup fee is non-refundable. See our Refund Policy.
If I have questions, is there someone I can talk to?
Yes! You can open a support ticket 24/7, and our well-trained team gives you real, human support Monday through Friday.
If I cancel my REIDOC Agency account, will I lose my data?
As with most "software-as-a-service" platforms, when you cancel your account, your data will become inaccessible, but don't worry, before canceling you have the opportunity to download CSV files of your contacts and members.
Do I have to install anything?
No. REIDOC Agency runs in the cloud, so you don't need an I.T. department to run your website. Just login, start clicking, and you can build all of the items you need from the members area!
Ready For A
Ready To Market Every Property
New Way To Raise Capital?
On Autopilot?
1 · Pick a time with Jason
2 · Map how your leads come in
3 · Leave with your follow-up plan
Every week without automated follow-up is another week of investor leads going cold.
Every week without consistent posts and emails is another week your properties drop out of sight.
The all-in-one CRM for fundraisers & property managers.
© 2026 REIDOC Agency LLC. All rights reserved.
REIDOC Agency provides software and marketing services only. We are not a broker-dealer, funding portal or investment adviser and do not offer securities.