Make StreamlineREI truly yours
We tailor pipelines, workflows, fields, and dashboards around exactly how your team wins deals — so the CRM fits your business, not the other way around.
Everything configured around your workflow
Custom Pipelines & Stages
Deal stages mapped to how you actually move a lead from first contact to close.
Workflows & Automations
Follow-ups, task assignments, and triggers built to run the busywork for you.
Custom Fields & Data Mapping
Capture the seller and property data that matters — and migrate your old records cleanly.
Dashboards & Reporting
KPI dashboards that show pipeline value, source ROI, and team performance at a glance.
Roles & Permissions
Give each acquisition manager, VA, and closer exactly the access they need — nothing more.
Third-Party Integrations
Connect your dialers, lead sources, and tools via native integrations, webhooks & API.
A clear, hands-on process
Most builds go live in days — with retainer plans for ongoing enhancements after launch.
We map your current process, tools, and data.
You approve pipelines, fields & automations.
We configure, migrate data, and test everything.
Your team is onboarded with 24/7 support after.
Priced around your project — not a fixed menu
This is a tailored service, so the investment depends on your scope, timeline, and goals. Book a free consultation and a specialist will map your needs and send a clear, fixed quote — no obligation, no surprises. Prefer our all-in-one CRM platform? See platform pricing →
Ready to make your CRM fit your business?
Book a call and we'll map a customization plan tailored to how you close deals.