White-Label CRM Platform

The Real Estate Operator CRM

The same system we use to manage buyer lists, seller leads, deal pipelines, and

automated follow-up — white-labeled and set up for

your business. Built for operators who move fast.

What It Is

Your Entire Operation In One System

Most investors are running five tools to do what one system should handle. We built our operation on a single platform — buyer lists, seller leads, deal pipelines, automated follow-up, team management, and reporting — all in one place, branded as your company.

We white-label it, set it up for your specific niche, build the automations, and hand it over ready to run. No starting from scratch.

White-labeled & branded

Built for real estate

Done-for-you setup

Automations included

Buyer Pipelines

Manage every buyer from first contact to close in a structured pipeline

Seller Intake

Automated intake forms, lead scoring, and seller follow-up sequences

Text + Email

2-way SMS, email campaigns, and missed-call text-back built in

Seller Intake

Automated intake forms, lead scoring, and seller follow-up sequences

Full Feature Set

Everything Your Operation Needs

🗂️

Lead Pipelines

Custom stages for buyers, sellers, and deals. Drag-and-drop pipeline management with notes and status tracking.

👥

Buyer Database

Segmented buyer profiles with criteria, budget, proof of funds status, and deal match history.

📩

Email Campaigns

Broadcast deal alerts, nurture sequences, and one-off emails to segmented buyer and seller lists.

📱

2-Way SMS

Text buyers and sellers directly from the CRM. Missed-call text-back automatic response system.

🔄

Automation

Multi-step workflows triggered by form submissions, tags, stage changes, and time delays.

📅

Calendar & Booking

Integrated appointment booking, call scheduling, and calendar syncing for your team.

📊

KPI Dashboard

Real-time reporting on leads, pipeline velocity, conversion rates, and deal volume.

🏷️

Tags & Workflows

Advanced tagging system for segmenting leads by type, status, criteria, and deal interest.

📝

Deal Intake Forms

Branded intake forms for buyers, sellers, and partners — auto-routed into the right pipeline.

🔐

POF Tracking

Track proof of funds status, buyer qualification tier, and deal access permissions per contact.

👨‍💼

Team Management

Multi-user access with role-based permissions. Assign leads, deals, and tasks across your team.

🎨

White-Label Branding

Your logo, your colors, your domain. Every client-facing page branded as your company.

Packages

CRM Pricing

Every package includes onboarding support. Choose how much

setup you want done for you.

Starter

CRM Only

$297

/ month

Full platform access

Up to 3 users

Standard pipelines

Email + SMS included

Onboarding call

Popular

CRM + Setup

$697

/ month + $997 setup

Full platform access

Up to 5 users

Custom pipelines built

Branded intake forms

Core automations built

30-day support

Growth

Full Build

$997

/ month + $2,497 setup

Everything in Setup

Up to 10 users

Full automation buildout

Buyer + seller workflows

Custom reporting setup

60-day dedicated support

Enterprise

Full Implementation

Custom

application required

Unlimited users

Complete DFY buildout

Data migration

White-label sub-accounts

Ongoing management

Priority support


Get Started

Apply for CRM Onboarding

Tell us about your business and what you need. We'll review and schedule a setup call to walk through the right package for your operation.

01

Submit Application

Fill out the form with your business details and what you need

built.

02

Setup Call

We'll schedule a call to review your needs, confirm your package, and begin onboarding.

03

Go Live

Platform is built, branded, and handed over ready to run — with support throughout.

Questions

CRM FAQ

Is this GoHighLevel-based or a custom platform?

It is built on a white-labeled enterprise platform. The back end is based on proven infrastructure — we white-label it under your brand with custom setup, automations, and pipelines built specifically for real estate operators.

Can I use my own phone numbers?

Yes. You can port existing numbers or provision new ones through the platform. Local area codes available across all US markets.

Can my team use it?

Yes. All plans include multi-user access. Role-based permissions let you control what each team member can see and do. Enterprise plans support unlimited users.

Can you migrate my existing data?

Yes — data migration is included in Full Build and Enterprise packages. We'll migrate contacts, pipelines, tags, and notes from your current system.

Can buyers and sellers both be managed?

Yes. The platform is built with separate pipelines and intake flows for buyers, sellers, and partners. Each has its own forms, automations, and contact segments.

Is onboarding included?

All plans include an onboarding call. Setup, Full Build, and Enterprise plans include done-for-you buildout with varying levels of implementation depth and support duration.

Private off-market real estate platform. Off-market deals, active acquisitions, and private capital partnerships.

© 2025 InvestVent. All rights reserved.

All information provided on this platform is from sources deemed reliable but not guaranteed. InvestVent may act as a principal, transaction coordinator, or licensed broker in various transactions. All deals are subject to independent buyer due diligence. Submission of deals does not guarantee publication or approval. InvestVent reserves the right to approve, reject, or remove any listing at its sole discretion. Users must have legal rights to market or assign any property submitted. This platform does not constitute an offer to sell securities or investment interests.

Not an offer to sell securities.