360 CRM Real Estate Investor is built for buy-and-hold investors, rehabbers, wholesalers, landlords, property managers, and investment companies who need one system to manage leads, deals, properties, leases, maintenance, and accounting.
Desktop Platform · Built for Real Estate Investors
Manage Your Entire Real Estate Investment Business from One Platform
From lead generation and deal analysis to property management, leasing, maintenance, and accounting — everything in one integrated system built specifically for real estate investors. Stop juggling spreadsheets, disconnected CRMs, and separate property tools.
End-to-end workflow
Desktop-optimized
7-day support
Rents to collect
$14,250
9 active leases
Open work orders
7
2 past due
Offers pending
5
3 follow-ups today
Prospects
23
in due diligence
Due Invoice June rent — 1142 Oak St, Unit B
Reminder Follow up on offer — 88 Carver Ave
Checklist Move-in inspection — Birch Ct
Business outcomes
Run a more profitable, organized investment business
Every capability is designed to make your operations easier and your decisions more confident — not just to list features.
Close more deals
Analyze ROI before you make an offer and never lose a follow-up. Know which deals deserve your capital before you commit.
Operate efficiently
Keep leases, rent schedules, and maintenance requests organized in one record — so nothing falls through the cracks between acquisition and operations.
Control finances
Attach income and expenses to every property, lease, and work order. See the full financial picture without exporting to a separate accounting tool.
Scale your team
Give partners, assistants, and property managers access with role-based permissions — everyone works from the same source of truth.
One unified platform
Replace disconnected tools with one centralized system
Stop re-entering data across spreadsheets, CRMs, property apps, and accounting software. Everything flows through one platform.
| Capability | Separate tools | 360 CRM |
|---|---|---|
| Lead & contact CRM | Standalone CRM | Built-in |
| Deal analysis | Spreadsheets | Integrated analyzer |
| Property management | PMS software | Native module |
| Lease tracking | Lease apps | Native module |
| Maintenance tracking | Work order apps | Native module |
| Accounting | QuickBooks / spreadsheets | Integrated ledger |
Lead & contact CRM
Separate tools: Standalone CRM
360 CRM: Built-in
Deal analysis
Separate tools: Spreadsheets
360 CRM: Integrated analyzer
Property management
Separate tools: PMS software
360 CRM: Native module
Lease tracking
Separate tools: Lease apps
360 CRM: Native module
Maintenance
Separate tools: Work order apps
360 CRM: Native module
Accounting
Separate tools: QuickBooks / spreadsheets
360 CRM: Integrated ledger
Your investor workflow
How investors run their business — start to finish
From the first lead to monthly rent collection, every stage connects inside one platform with automated checklists and reminders.
1
Find
Capture leads and marketing sources into your pipeline.
- CRM
- Prospects
- Marketing
2
Analyze
Run the numbers before committing capital.
- Deal Analyzer
3
Offer
Submit offers with automatic follow-up reminders.
- Offer Manager
4
Close
Track transactions through buyer and seller checklists.
- Properties
- Documents
5
Operate
Lease, collect rent, dispatch work, and keep the books.
- Leases
- Work Orders
- Accounting
Platform capabilities
17 integrated modules, organized by how you work
Grouped by business function — not a flat list. Open any record and the whole story is right there.
Contacts & Companies
How it helps: Keep every seller, buyer, contractor, and vendor in one CRM — auto-fill details into contracts, invoices, and letters without retyping.
Prospects
How it helps: Hold every property under due diligence in one master record — expenses, projected cash flow, repairs, offers, and notes together.
Activities & Tasks
How it helps: Never miss a call, email, or follow-up. Reminders double as a complete activity history for your whole team.
Marketing
How it helps: Track campaign spend by lead source and see which marketing efforts produced your best returns.
Deal Analyzer
How it helps: Analyze investment opportunities before making an offer — calculate repair costs, financing, rental income, cash flow, ROI, and projected returns.
Offer Manager
How it helps: Log every offer and get automatic follow-up reminders so a seller's silence never slips off your radar.
Properties
How it helps: Open a property and see the full story — history, financing, repairs, payment schedules, and every associated document in one tabbed record.
Documents
How it helps: Store contracts, deeds, inspection reports, and closing files linked to the right property or transaction — no more hunting through email.
Lease Module
How it helps: Keep lease agreements, renewals, rent schedules, and tenant information organized in one place with expiration alerts on your dashboard.
Work Orders
How it helps: Track maintenance requests from creation to completion while controlling repair costs and improving tenant satisfaction.
Property Management
How it helps: Document a management agreement once and let the system generate bills automatically based on its terms.
Accounting Ledger
How it helps: Categorize income and expenses tied to any property, lease, or work order — view full financial history without a separate accounting app.
Billing & Invoices
How it helps: Generate rent invoices and management bills on schedule, with Stripe payment processing for faster collections.
Reports & Dashboards
How it helps: See portfolio cash flow, occupancy, lease expirations, and ROI at a glance — the numbers investors actually care about.
Users & Roles
How it helps: Give each team member the right level of access — partners see everything, assistants see only what they need.
System Options
How it helps: Customize dropdowns, fields, and workflows to match how your business actually operates — no programming required.
Security & Access
How it helps: Protect your portfolio with two-factor authentication, role-based permissions, and encrypted HTTPS communication.
See it in action
Key modules that drive your business forward
Deal Analyzer
Know the deal before you sign it
Analyze investment opportunities before making an offer by calculating repair costs, financing, rental income, cash flow, ROI, and projected returns.
- Calculate ROI for buy-and-hold or rehab scenarios
- Estimate repair costs and model financing side by side
- Compare investment scenarios before committing capital
- Carry analysis straight into a Prospect and Offer
Sample analysis — 1142 Oak Street
Purchase price$142,000
Estimated rehab$28,500
Projected monthly rent$1,650
Annual NOI$13,420
Projected cash-on-cash
18.7%
Leasing
Keep every lease organized and on schedule
Keep lease agreements, renewals, rent schedules, and tenant information organized in one place — with due dates surfaced on your daily dashboard.
- Track start dates, end dates, and renewal windows
- Automate rent invoicing on schedule
- Link tenants, units, and properties in one view
PropertyTenantRentExpires
1142 Oak St, BJ. Martinez$1,250Aug 2026
88 Carver AveR. Chen$1,650Mar 2026
Birch CtMove-in pending$1,400—
22 Maple LnS. Williams$1,100Jan 2027
Work Orders
Control maintenance costs from request to completion
Track maintenance requests from creation to completion while controlling repair costs and improving tenant satisfaction.
- Due dates, penalties, and line-item draws for contractors
- Past-due orders flagged on your daily dashboard
- Full repair history tied to each property record
WO #PropertyStatusDue
10421142 Oak StIn progressJun 12
103888 CarverPast dueJun 3
1045Birch CtScheduledJun 18
103122 MapleCompleteMay 28
Accounting
Property-level financials without spreadsheet chaos
Attach income and expense entries to any record, categorize transactions, and view a property's full financial history at a glance.
- Income and expenses linked to properties, leases, and work orders
- Categorized ledger with full audit trail
- Portfolio-level reporting without exporting to Excel
DateCategoryTypeAmount
Jun 1Rent incomeCredit$1,250
May 28Plumbing repairDebit$385
May 15InsuranceDebit$142
YTD net——$4,820
Reporting & dashboards
The numbers investors actually track — always current
Portfolio summary, cash flow, rental income, occupancy, lease expirations, maintenance costs, and ROI analysis in one view.
Portfolio Summary — Q2 2026
Live
Monthly cash flow
$8,420
Rental income
$14,250
Occupancy
94%
Lease expirations (90d)
3
Maintenance costs (MTD)
$2,180
Portfolio ROI (avg)
16.2%
Properties under management
24 units · 9 properties
Who it's for
Built for every kind of real estate operator
Whether you buy and hold, flip, wholesale, or manage rentals for others — the workflow adapts to how you actually work.
Buy & Hold Investors
Challenge: Tracking returns across a growing portfolio.
Solution: Analyze acquisitions, monitor cash flow, and manage every hold from one record.
Rehabbers
Challenge: Coordinating contractors and draws on a tight timeline.
Solution: Work orders with line-item draws, penalties, and project checklists built in.
Wholesalers
Challenge: Juggling multiple contracts and follow-ups.
Solution: Assign contracts and get automatic reminders so no deal goes cold.
Landlords
Challenge: Rent collection, leases, and maintenance across units.
Solution: Leases, invoicing, and work orders handled in one place.
Property Managers
Challenge: Managing agreements and billing for multiple owners.
Solution: Auto-generate management bills from agreement terms and track every property.
Investment Companies
Challenge: Running multiple entities and teams on one portfolio.
Solution: Multi-company support with role-based access and consolidated reporting.
Why investors choose Viqsa
A technology partner, not just a tool
Evolved from The 360° Real Estate Investor spreadsheet — backed by a team that builds and supports industry-specific SaaS products.
18+
Years spreadsheet heritage
7
Days a week support
Multi
Company portfolio support
2FA
Secure account access
Security & platform
Enterprise-grade security with honest integrations
We list exactly what the platform supports today — no implied integrations that don't exist.
HTTPS Encryption
All communication between your browser and the platform is encrypted.
Two-Factor Authentication
Protect accounts with authenticator app 2FA.
Role-Based Access
Control what each user can view and edit across your portfolio.
Stripe Payments
Secure payment processing for rent collection and billing.
SMTP Email
Automated email notifications for reminders, invoices, and alerts.
Google reCAPTCHA
Bot protection on login and public-facing forms.
Desktop-first platform
Designed for professional investors who manage portfolios from their desktop
Large business workflows — financial tables, multi-tab property records, and portfolio reports — are built for desktop browsers where serious work happens.
Large-screen workflows
Full data tables, side-by-side records, and multi-column layouts optimized for desktop monitors.
Full reports & dashboards
Portfolio summaries, cash flow reports, and lease expiration views designed for wide screens.
Multi-tab property records
Open a property and navigate history, financing, repairs, leases, and ledger without losing context.
Chrome, Edge & Firefox
Access from any modern desktop browser. Mobile-friendly for viewing; full management is desktop-optimized.
FAQ
Common questions before you request a demo
Everything you need to know about access, security, multi-user support, and getting started.
Yes. The platform is cloud-based and accessible from any desktop browser. Your data is stored securely with HTTPS encryption and optional two-factor authentication.
No installation is required. Access the platform through Chrome, Edge, or Firefox on your desktop. The full management experience is optimized for large-screen desktop workflows.
Yes. Multiple team members can access the system with role-based user permissions so each person sees only what they need.
Yes. You can manage multiple companies and portfolios within one account, keeping records, finances, and operations separated by entity.
Yes. Track unlimited properties with full history — financing, repairs, leases, work orders, offers, contacts, and ledger entries tied to each record.
Yes. Two-factor authentication via an authenticator app is supported to protect your account and business data.
Stripe is integrated for secure payment processing. Rent collection and billing workflows use Stripe for payment capture.
Yes. Viqsa provides onboarding and training to help your team configure the system and adopt your investment workflow. Contact us to schedule a personalized walkthrough.
Most teams are operational within days. Implementation time depends on portfolio size and how many modules you enable. Our team helps you migrate contacts, properties, and chart of accounts at your pace.