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.
($3,000+ value)
Professional design options —all in one seamless system.
Pre-written, compliance-aware content
Mobile-responsive and lighting fast
($176.99/mo value)
Visual deal flow management
Full communication history at your fingertips
Automated task reminders
($1,200+ value)
Dozens of pre-written, syndication-specific sequences
Behavior-triggered follow-ups
Open and click tracking for laser-focused outreach
($25/mo value)
Seamless integration with your investor communications
Audit trail for peace of mind
($149/mo value)
Multi-platform posting from one dashboard
Content ideas and templates included
($60/mo value)
Let prospects book calls on your terms
Automatic reminders and calendar sync
($1,600+ value)
Proven opt-in offers to grow your investor list
Ready-to-go nurture sequences
Exclusive Bonuses: Only Available Now
When you sign up today, you'll also receive:
$997 value
Personal guidance to get you set up in no time.
$997 value
Hours of expert interviews and tactical advice
$5,000+ value
Our proprietary roadmap for scaling your syndication business
Total Value: Over $12,794 + $581.99/mo in Investor-Converting Tools!
Today’s Price:
$1,497 upfront + $157/mo
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
Yes! What you’re getting is the result of years of development, refined into a system that can be launched quickly, without cutting corners.
There are 3 simple steps for you to take (choose your website design, fill out your profile, fill out your domain access form) - and within 72 hours (3 business days) of when you give us access to your domain, we’ll get it connected. Typically within one business day, but we like to under promise and over deliver. :)
That’s no problem. You can sign up now and enter those details whenever you’re ready. Or you can change them at any time.
Lead tagging & segmentation; Activity tracking; Custom fields; Visual sales pipeline; Custom pipelines; Automated follow-ups; Drip email campaigns; Voicemail drops; Workflow automation; Form & survey builder; 2-way text, call & email; Integrated phone dialer; Web chat widget; AI Chatbot & automated responses; Integrated scheduling; Calendar syncing; Automated reminders; Lead source tracking; Email & SMS Performance reports; Sales funnel insights; Social media scheduler; Reputation management; Zapier integration; Custom workflows; API Access; Secure cloud-based storage; user permissions & roles;
Want to know something more specific or see an example?
Book a call!
See features pricing comparison chart (click/tap to see detail):
DOMAINS - Your domain name is not included because that benefits you. Your domain is part of your brand and you should own it. You don’t want your domain name to be owned by a service provider. But you can purchase a domain name from us, if needed. Other options: You can use your existing domain name (if you have one) or register one through a site like GoDaddy. If you don’t have one yet, no problem! You can add it to your site at any time.
EMAIL - We don’t offer a typical email account. If what you need is a business email address to communicate with prospects, we provide that.What’s the difference? Email addresses you use within our system can exchange emails with your contacts, and you can see message history, but you don’t have folders and other things typical to the email experience. The interface is designed as a CRM experience rather than email experience.We generally recommend using another service such as Google Workspace for creating email accounts so you have the full email features available. You can set up 2-way sync so that messages sent through your AIP CRM show up in your email and vice versa.
Each month you get a $20 credit to use toward calls, texts and emails. A $20 credit = 410 outbound / 670 inbound calls or 720 text segments, or 5,880 emails, or any combination of the above.
Pricing for Pay-As-You Go Services (once any credits are used up):
Emails: $0.0034/email ($10 = 2,940 emails)
Phone: $0.049/min outbound ($10 = 205 minutes), 0.0298/min inbound ($10 = 335 minutes)
Text: $0.0277/segment (160 characters) ($10 = 360 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/GPT 4/4o and 0.075/GPT 3.5 ($10 = 65 GPT 4/4o executions or 135 GPT 3.5 executions)
Conversation and Voice AI $0.06/message and $0.39/minute voice call ($10 = about 165 messages or 25 minute voice calls)
WhatsApp Conversation $0.222/WhatsApp conversation ($10 = 45 WhatsApp conversations)
Auto-Complete Address $0.0045/search result ($10 = 2,220 search results)
Funnel AI $2.97/funnel AI ($10 = 5 funnelAI)
• a. Connect to a 3rd party service (such as an investor management platform)
• b. Importing contacts
• c. Connect domain
• d. Email verification
• e. Add web chat to website
• f. Help connecting your calendar and social media
• g. Change website colors to match your logo
• h. Set up 3 additional automations other than ones we provide (you supply the content)
• i. Copy over content from an existing website (up to 5 pages)
• j. Add any additional content you provide (up to 3 pages)
• k. Onboarding call
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.
You’re free to cancel at any time. You can export your contacts. Your account will be deactivated. 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.
The website content, email content, web design and lead magnet provided by AIP is protected by copyright and cannot be used outside of AIP service. Any custom designs, emails or other content you create can be taken with you.
Yes, we can help move contacts you have in a different CRM, copy elements of your website, or re-create automations you have.
If you have more than 3 automations that need to be re-created, or need us to re-create design elements from an existing website or there are more than 5 pages of content that need to be copied, please contact us first and see whether any additional charges may apply.
No. Usually when people mention an investor portal, they’re referring to a site your investors can log into to see or manage their investments, and possibly even transfer money. We don’t offer that type of functionality. Investor portals are to manage the relationship and funds once your prospects become investors. AIP service is the front end, the marketing to get them to become prospects and then turn into an investor.
You can certainly use our platform to communicate with investors (either one-on-one or in bulk like through a newsletter), and you can even use it to have them sign documents. But it’s not designed to manage the actual investments.
Our platform can be integrated with investor portal/management services.
There are options available for owner-operators, self-storage syndication, and mobile home park syndication (as well as apartment syndicators who are just starting out and not ready for all we offer). We offer website design and content for each of these purposes, and you can use our platform and tools. However, we don’t provide a lead magnet or pre-written automated emails for these. Ask about our Starter Plan for more information.
You'll set up a dedicated phone number to use with our platform so that all calls and texts are managed in one place. You can send and receive calls or texts from your web browser, or through the app. You also have the ability to forward calls to your personal number. Texts can also be sent through automations, or you can even use AI to respond if you want.
If you have another question that’s not covered here, or you just want to see a demo, get in touch! You can schedule a call here or call or text us at (844) 795-4247.
If you change your mind, you can get a full refund within 7 days.
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: