Niche CRM is not a CRM that happens to integrate with Salesforce. It is a Salesforce Managed Package — an enterprise platform with every object, automation, and workflow purpose-built for distressed property investing.
Most real estate CRMs are standalone products. You log into their app, your data lives in their database, and the ceiling of what the software can do is whatever their roadmap decides.
Niche CRM works differently. It is a complete application packaged and installed into your own Salesforce org — every custom object, field, automation, page layout, and report, versioned and shipped as one unit.
You get the investor workflow on top and the Salesforce platform underneath. That combination is the part no standalone investor CRM can offer, and no generic Salesforce build gives you out of the box.
These are not renamed Salesforce Leads and Opportunities. Each one exists because a real acquisition workflow needed it.
Possible duplicates land here for merge or delete, never in your working pipeline.
Validated, enriched records arriving daily from Niche Data.
Records where meaningful contact has been established.
Records with a scheduled appointment or walkthrough.
Records with a signed contract, DocuSign attached automatically.
Completed transactions, with their entire history intact.
A parallel track that auto-reconverts when an auction date moves.
See the full flow on the Pipeline Management page.
Niche CRM installs into a Salesforce org you own and pay for directly. If you ever leave, the platform relationship and the records stay yours.
Salesforce role hierarchy governs which records each user can see; permission sets govern what they can do. Cold callers work their queue, dispositions works theirs.
Every event is a record. Funnel reports, cohort analysis, per-user door knock metrics — and anything else you want to build on top in native Salesforce reporting.
Because it is a Managed Package, each month of new features upgrades into your org without a migration project or a consultant invoice.
Niche was born in Kansas City when founder Michael Franke, a former schoolteacher, almost lost his own home to foreclosure. That pushed him into distressed real estate — learning how to help homeowners in crisis and turn overlooked leads into real opportunities.
Over the last decade he has completed more than 900 foreclosure deals and personally stopped hundreds of foreclosure sales. Every feature in this package was tested in his own acquisitions business before it shipped to anyone else.
Read the full storyA Managed Package is a complete application installed into your own Salesforce org. Every custom object, field, automation, and page layout ships as one versioned package. You install it, it upgrades cleanly each month, and the underlying platform is Salesforce itself — not a wrapper around it.
Yes. Niche CRM installs into a Salesforce org you own, so a Salesforce license is a separate subscription you hold directly. That is deliberate — it means the platform relationship, and your data, belong to you rather than to us.
A consultant builds you a custom org from scratch, bills for every change, and leaves you owning the maintenance. Niche CRM is already built — seven pipeline objects, the automations, the marketing engine, the maps and door knocking module — and it ships a new release every month at no additional cost.
Because you get an enterprise platform underneath the investor workflow: real permission and role controls, an isolated org, an audit trail, reporting that goes as deep as you want, and an integration surface that will not run out of room as your team grows.
Yes. Every customer runs in their own isolated Salesforce org. Your records, your users, your configuration — no shared multi-tenant database with other investors.
See exactly what installs into your org, what it costs, and what you bring yourself.
