Welcome To REIDOC Agency Portal
Unlock the Power of REIDOC CRM with our Comprehensive Tutorial Videos
Get ready to take your business to new heights!
We are thrilled to have you on board. Our portal is designed to provide you with all the tools and resources you need to master the REIDOC CRM. Our comprehensive tutorial videos will guide you through every aspect of the CRM, helping you unlock its full potential. So, dive in, explore, and make the most of your REIDOC experience.
Start Your Journey Here
Intro to REIDOC CRM
In this video, we will dive into the heart of the REIDOC CRM, presenting a comprehensive introduction to this game-changing platform. Discover the key features, functionalities, and benefits that the REIDOC CRM brings to the table.
Infrastructure For Capital Raising
Before we dive in to the CRM, it is important to understand the customer journey and what infrastructure we need in place to convert a lead into an investor.
24/7 Ticket Support
Open a support ticket any time, 24/7, and our well-trained team answers personally Monday through Friday. Learn how the chat widget makes it easy to reach us with any question about the CRM.
Learn How to Navigate REIDOC CRM
Launchpad
"Launchpad" tab is the first tab on the left side of the REIDOC CRM software. Discover how this feature serves as a shortcut to help you set up your account quickly and efficiently.
Dashboard
Explore how this centralized hub brings together crucial data from your campaigns, conversions, and opportunities in one convenient location.
Conversations
Get ready to enhance your client communication strategy and effortlessly manage and track conversations spanning months or even years.
Calendars
Discover how this tab serves as a centralized hub for all your appointments, seamlessly integrating with your business calendars such as Gmail or Outlook.
Contacts
Discover how the "Contacts" tab functions as a centralized hub for storing all your contact information.
Opportunities
Discover how this tab serves as the focal point of your CRM activities, allowing you to track the customer journey as they progress from lead to client.
Payments
Coming soon.
Marketing
Explore the powerful tools and features available in this tab that can revolutionize your marketing strategy.
Automation
Discover how this tab enables you to automate repetitive tasks and streamline your workflow.
Sites
Coming soon.
Memberships
Coming soon.
Reputation
Coming soon.
Reporting
Coming soon.
Generate QR
Coming soon.
AI Assistant
Coming soon.
Discover our Pre-Built Snapshots, Done For You!
REIDOC CRM Snapshot
The purpose of this snapshot is to manage and track your leads until they become an investor and the onboarding process of a client. The “Contact” referred to this document is your lead and the ‘User” on this document is you or someone from your team.
Webinar Snapshot
Coming Soon.
Podcast Snapshot
Coming Soon.
Got any question/s? Reach Out To Us!
We’d love to help you create something amazing. Reach out to
us and tell us your concern.
The all-in-one CRM for real estate fundraisers & property managers.
© 2026 REIDOC Agency LLC. All rights reserved.
REIDOC Agency provides software and marketing services only. We are not a broker-dealer, funding portal or investment adviser and do not offer securities.