Years of expertise perfecting layouts, content, and strategies
Quick and painless setup
Cutting-edge technology for capturing valuable prospects
One tool for your full workflow
Manage investor relationships easier than ever. Track all communication in one place = Less time looking for lost messages. More focus on relationships.
Replaces tools like Active Campaign, HubSpot
Dial in on what matters - connecting directly no matter the means. Keep every investor actively engaged and ready for the next opportunity.
Replaces tools like ActiveCampaign, HubSpot
Potential investors can schedule a time that works for them and anyone on your team. Automatically set up a meeting in Zoom or Google meet, or connect by phone.
Replaces tools like Calendly
Don't rely on your memory to follow up at the right time. Create automated processes that follow up at the right time, every time.
Replaces tools like HubSpot, Zapier
All the content and design is ready to go for multifamily syndication. Don't waste months building a site from scratch only to have something unusable. Ready-to-use today, but still completely customizable.
Exclusive Feature
Post content to major social media platforms without being tied down. Schedule an entire week or month at once so you can focus on other parts of your business.
Replaces tools like Hootsuite
You can start sending your investors to your professionally-designed lead capturing site to build trust and be free to focus your time and attention where it belongs.
You can start sending your investors to your professionally-designed lead capturing site to build trust and be free to focus your time and attention where it belongs.
*Additional charges may apply for outgoing emails and incoming and outgoing phone calls or text messages, based on usage. When you sign up we give you a credit that will cover approximately 5,000 emails. If you go over that, you'll be billed for additional credits.
1,000 contacts (CRM database)
Email/Phone/Texting (Pay as you go)
Workflow automation
Reputation management
Forms
Web chat
Email newsletter / Marketing tool
Calendar
Blog Tool
Quick Start Onboarding
Lead magnet
Landing pages
Pipeline management
Surveys
Social Media Planner
Tracking & analytics
Document Signing
Syndication Training Library
Syndication Success Blueprint
Communities
Courses / Products / Memberships
Affiliate Program
Invoicing
# 1 design option for apartment syndication,
1 design option for mobile home park syndication,
1 design option for self-storage syndication,
1 design option for owner-operators
Unlimited contacts (CRM database)
Email/Phone/Texting ($20/mo credit)
($10 credit = 180 outbound / 295 inbound calls or 315 text segments, or 2500 emails, or any combination)
Workflow automation
Reputation management
Forms
Web chat
Email newsletter / Marketing tool
Calendar
Blog Tool
Quick Start Onboarding
Lead magnet
Landing pages
Pipeline management
Surveys
Social Media Planner
Tracking & analytics
Document Signing
Syndication Training Library
Syndication Success Blueprint
Communities
Courses / Products / Memberships
Affiliate Program
Invoicing
Unlimited contacts (CRM database)
Email/Phone/Texting ($50/mo credit)
($10 credit = 180 outbound / 295 inbound calls or 315 text segments, or 2500 emails, or any combination)
Workflow automation
Reputation mgmt
Forms
Web chat
Email newsletter / marketing tool
Calendar
Blog Tool
Quick Start Onboarding
Lead magnet
Landing pages
Pipeline management
Surveys
Social Media Planner
Tracking & analytics
Document Signing
Syndication Training Library
Syndication Success Blueprint
Communities
Courses / Products / Memberships
Affiliate Program
Invoicing
* $10 credit = 180 outbound / 295 inbound calls or 315 text segments, or 2500 emails, or any combination.
# 1 design option for apartment syndication, 1 design option for mobile home park syndication, 1 design option for self-storage syndication, and 1 design option for owner-operators.
Pricing for Pay-As-You Go Services (once any credits are used up):
Emails: 0.004/email $10 = 2500 emails
Phone: 0.056/min outbound ($10 = 180 minutes), 0.034/min inbound ($10 = 295 minutes)
Text: 0.0316/segment (160 characters) ($10 = 315 text message segments)
Premium Triggers & Actions 0.04/workflow action ($10 = 250 workflow premium actions)
Email verification 0.01/email verification. $10 = 1,000 email verifications
Content AI 0.54/1,000 words and 0.36/image ($10 = 18,520 words or 30 images)
Workflow AI 0.15/workflow AI ($10 = 65 workflow AI)
Connect to a 3rd party service (such as an investor management platform)
Importing contacts
Connect domain
Email verification
Add web chat to website
Help connecting your calendar and social media
Change website colors to match your logo
Set up 3 automations other than ones we provide (you supply the content)
Copy over content from an existing website (up to 5 pages)
Add content you provide (up to 3 pages)
Will set up your courses with content you provide (up to 50 modules or pieces of content)
If you change your mind, you can get a full refund within 7 days.
That’s no problem, you can go ahead and sign up. You can enter those details whenever you’re ready. Or you can change them at any time.
Setup includes:
• Onboarding call
• Help connecting your domain name
• Help connecting your social media accounts
• Adding a web chat to your website
• Connecting your site to any investor portal you may be using
• Help connecting your calendar for appointment scheduling
• Importing your contacts from another CRM (just export and send to us)
• Pro & Influencer: We'll change your website colors to match your logo
• Pro & Influencer: Copying over any automated emails you have in another CRM or email marketing system (up to 3 automations/email sequences)
• Pro & Influencer: Copy content over from your existing website (up to 5 pages)
• Pro & Influencer: Add content you provide to your website (up to 3 pages)
We've talked to syndicators who tried building their own website and it took them 10 months (not a good use of your time). Others hired an agency and spent $10K - $30K and still had to be heavily involved. And others had to go through 3 or 4 agencies and months of wasted time to get something usable.
By working with AIP, it's not only more cost effective, but also saves a ton of your time (working hours + overall time to completion). That means you have something you can start driving investors to in as little as a few days.
We don't offer a typical email account. However, if what you need is a business email address that you can use to communicate with prospects, we do provide that.
What's the difference? Email addresses you use within our system can be used to exchange emails with your contacts, and you can see message history. But things are organized differently than typical email services. For example, you don't have folders for emails. The interface is designed as a CRM (customer relationship management) experience rather than an email experience.
So while you could use what we provide as an email account (or even multiple email accounts), we generally recommend using another service such as Google Workspace for creating email accounts so you have the full email features available. It's possible to set up 2-way sync with Google Workspace as well so that messages sent through the AIP platform show up in your Google email account and vice versa.
If you wanted to start off using just our platform and later set up email through another service, you can do that too.
No, because that benefits you. Your domain is part of your brand and you should own it. Don’t allow your domain name to be tied to a specific service. You can use your existing domain name (if you have one) or register one through sites like GoDaddy or NameCheap. If you don’t have a domain name yet, that’s fine, you can add it to your site at any time.
You’re free to cancel at any time. The site is taken down. If you want to move to a different service, you own your domain name (you savvy businessperson, you) so you can take it with you.While we own the default content and design that comes with the site, if you have written custom content, you’re free to take that with you.
If you have a question that's not covered here, please get in touch with us. You can schedule a call here, or call or text us at (844) 795-4247.
Copyright Serve Sense, LLC. All Rights Reserved.
Every deal they find, the capital is lined up and waiting for them!
Know one of those people?
I do. I know lots.
Why’s it so easy for them? Why do they have capital knocking at the door, while the rest are hustling day and night and can’t seem to get ahead?
I found out what those successful syndicators did that made their capital raising appear so effortless…
I found that multifamily investors basically fall into 3 categories:
They have no website. They’re trying to rely entirely on meeting people in person and manually building a relationship with each individual.
Not only is this incredibly slow, time consuming and labor intensive, but it also makes things harder than necessary.
For example, one syndicator was hoping to score an off-market deal through Facebook. Look at the response they got:
What would be a logical explanation for a company who is capable of closing on a million dollar deal to not have a website?
It raises serious questions in the minds of potential investors and brokers.
The DIY’er recognizes how important it is to have a website, but they think, ‘How hard could it be? I can do that myself!’
There are 2 main problems with this approach.
A. It eats up so much of your time and energy. One investor said it took him ten months to build his website. You’re either going to focus on the website and let the more critical parts of your business fall through the cracks, or you’re going to focus on the business and put the website on the back burner.
B. Often DIY looks like DIY. A do-it-yourself website may not look professional enough to get investors and brokers to take you seriously.
Some hire freelancers on sites like Fiverr or Upwork to build things for them.
People who have no clue what multifamily investing is.
Others hire big marketing agencies for tens of thousands of dollars, only to find that it’s still going to take a lot of their time, or they end up with a website that’s pretty but not effective.
Here’s what one investor told me: