--- description: ¿Qué piensan los usuarios de AppFolio Investment Manager? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de AppFolio Investment Manager gracias a Capterra Chile. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: AppFolio Investment Manager - Opiniones, precios y características - Capterra Chile 2026 --- Breadcrumb: [Inicio](/) > [Software de gestión de carteras](/directory/20010/investment-management/software) > [AppFolio Investment Manager](/software/186948/appfolio-investment-management) # AppFolio Investment Manager Canonical: https://www.capterra.cl/software/186948/appfolio-investment-management Página: 1 de 5\ Siguiente: [Página siguiente](https://www.capterra.cl/software/186948/appfolio-investment-management?page=2) > AppFolio Investment Management es una solución de software de gestión de inversiones inmobiliarias todo en uno basada en la nube. > > Veredicto: 100 usuarios lo han valorado con **4.7/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa AppFolio Investment Manager? Gerentes de inversiones inmobiliarias que gestionan sindicación y fondos. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.7/5** | 100 Opiniones | | Facilidad de uso | 4.7/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.9/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.8/5 | Basado en las opiniones generales | | Funciones | 4.5/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: AppFolio - **Ubicación**: Goleta, EE. UU. - **Constitución**: 2006 ## Contexto comercial - **Precio inicial**: US$650,00 - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Linux (desktop), Chromebook (desktop), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Estados Unidos ## Funciones - Alertas y notificaciones - Almacenamiento de documentos - CRM - Correspondencia cliente/propiedad - Creación de informes y estadísticas - Creación de informes/análisis - Firma electrónica - Gestión de carteras - Gestión de clientes - Gestión de contactos - Gestión de documentos - Gestión de flujos de trabajo - Gestión de riesgos - Gestión de tareas - Marketing por correo electrónico - Métricas de rendimiento - Para inversores y agentes - Plantillas de correo electrónico - Portal de clientes - Segmentación - Seguimiento de inversiones - Seguimiento de la conformidad - Seguimiento de recomendaciones - Uso compartido de archivos ## Integraciones (en total: 9) - ButterflyMX - Conservice ESG - Happy Property - Homebase - Knock CRM - NetVendor - Opiniion - RentCheck - ShowMojo ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software de gestión de carteras](https://www.capterra.cl/directory/20010/investment-management/software) ## Categorías relacionadas - [Software de gestión de carteras](https://www.capterra.cl/directory/20010/investment-management/software) - [Software CRM inmobiliario](https://www.capterra.cl/directory/30926/real-estate-crm/software) - [Software para transacciones inmobiliarias](https://www.capterra.cl/directory/31243/real-estate-transaction-management-software/software) - [Software inmobiliario comercial](https://www.capterra.cl/directory/31244/commercial-real-estate/software) - [Software de inversión](https://www.capterra.cl/directory/31561/equity-management/software) ## Alternativas 1. [RealPage IMS](https://www.capterra.cl/software/169850/ims-platform) — 4.5/5 (79 reviews) 2. [Rent Manager](https://www.capterra.cl/software/2732/rent-manager) — 4.6/5 (604 reviews) 3. [TOP PRODUCER](https://www.capterra.cl/software/152143/top-producer-crm) — 4.0/5 (323 reviews) 4. [ResMan](https://www.capterra.cl/software/135182/resman) — 4.6/5 (601 reviews) 5. [Juniper Square](https://www.capterra.cl/software/171269/juniper-square) — 4.9/5 (61 reviews) ## Opiniones ### "Great management software to keep your investments and investors organized in one platform." — 5.0/5 > **Anthony** | *7 de enero de 2022* | Gestión de inversiones | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Ease of use and their dedicated customer service team. > > **Puntos en contra**: Some features are limited to the more tech savvy users. > > Overall the experience is great. If there is ever any questions, concerns, or changes that need to be made within the platform, the customer service is there on standby waiting to walk you through every step of the process. Literally their support team carries the company. Platform is great too. ----- ### "Aeon Partners Impressed with AppFolio Investment Management" — 5.0/5 > **Daniel** | *14 de mayo de 2021* | Propiedad inmobiliaria | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: In addition to the outstanding customer service that accompanies the software, the software is user-friendly with the functionality we require. Between calculating performance metrics, calculating waterfalls, investor management, asset management, and fundraising capabilities, AppFolio IM is a full-service software package that meets and exceeds our expectations as Investment Sponsors/Asset Managers and the expectations of our investors. > > **Puntos en contra**: Zero--continue innovating and adding functionality based on user feedback. We are impressed with the software and would recommend to anyone. > > Working with AppFolio Investment Management daily has been a favorable experience. AppFolio IM has the functionality we need and the features our investors require. Moreover, we can ask a question and AppFolio IM support staff (an actual person\!) will respond quickly with a solution(s). ----- ### "Glenmont Capital Management" — 2.0/5 > **Jennifer** | *8 de abril de 2022* | Propiedad inmobiliaria | Valoración de la recomendación: 3.0/10 > > **Puntos a favor**: How easy it is to upload K-1s. How easy it is to send out bulk email to investors that don't have CC's. How easy the search function is. I like that I have a relationship with my customer service rep. He knows a little bit about my business so therefore can help me better > > **Puntos en contra**: That you cannot email contacts from the Investing Entities Page. There is not a CC option, meaning if I do a Bulk letter and \[SENSITIVE CONTENT\] wants his Assistant \[SENSITIVE CONTENT\] CC'd, I have to do them separately. I have to type \[SENSITIVE CONTENT\] name and below write CC: \[SENSITIVE CONTENT\]. I cant do the Insert First name option, because \[SENSITIVE CONTENT\] will think it is for her. Most of my investors have CC's which makes the bulk email option less usable for me. When you are working on a list, that if you click on a contact and have to go back to the list, it doesn't go back to where you were but it goes to the top of the list. More merge fields, for instance, when I send out an email, I wish there was a merge field that shows the persons Investing Entities. For instance \[SENSITIVE CONTENT\] has 14 different Investing Entities. If I am doing a bulk email, it would be great to have an option of choosing a merge field for an investing Entity so he knows which one I am talking about. You should have a contact for a Bank Contact. When we do Distributions, Investors have a contact at the bank. You have an option for tax but not an option for Bank contact. Also, a lot of Investors don't want to fill out forms, I don't know if it is possible, but an option for their assistant to fill in the forms, but then the investor signs in to sign it, once it filled out by the assistant. I am open to further discussion. > > Well, I am glad \[SENSITIVE CONTENT\] is my customer service rep. I hate that I can't call in with a problem, but \[SENSITIVE CONTENT\] answers me very quickly. When we did letters via mail merge, it was much easier, however the K-1s are much easier with your software. To be honest, if we didn't have the investors now so invested in the portal, I don't know if we would have continued. We are a unique company, and are needs might be different than the norm. If the above problems are worked on, than the software would be great. ----- ### "Easy to use but not very good with reporting" — 4.0/5 > **Mandy** | *10 de noviembre de 2022* | Capital riesgo y capital privado | Valoración de la recomendación: 4.0/10 > > **Puntos a favor**: It is easy to use for both investors and team members > > **Puntos en contra**: The reporting capabilities are terrible. > > I like that it is easy for the investor to use and makes their experience better. ----- ### "Flywheel Capital Review" — 5.0/5 > **Ian** | *13 de octubre de 2022* | Propiedad inmobiliaria comercial | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: The ease of use. Even setting up complex waterfalls is easy. > > **Puntos en contra**: The main con was having to get our internal documents in order. But that was necessary to get on boarded accurately. ----- Página: 1 de 5\ Siguiente: [Página siguiente](https://www.capterra.cl/software/186948/appfolio-investment-management?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.cl/software/186948/appfolio-investment-management) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | pt | | | pt-PT | | ----- ## Datos estructurados