CRM's are typically "add-ons" for real estate software making them half baked. 

The demographics of these investors are typically high income earners, almost 90% working in tech (software engineering, tech sales, computer science, etc).

We pay them back at close.For people/teams that do something similar, I'm curious what software you use or spreadsheets you've created to: Track cash current cash flow and projected cash flow for the whole business that including fixed costs like payroll and variable costs as well.

Use accounting software and hire a real estate accountant to do your taxes. 

The fastest and cheapest cost segregation is through DIY software, but it has significant drawbacks:  https://www.biggerpockets.com/forums/51/topics/1136752-expla...Some areas (like mine) have extended deadline beyond Oct 15th.

@Tejas ParuthooliI can answer your question by telling you a story at what points in my life I was developing the software and I asked my attorney if he could write terms of use his response was brilliant he said the best terms of use policy is that microsoft.com they have the largest law firm in the world at that point it was simply copy and paste.I can understand paying an attorney to drop your first LLC but after your first one it's copy and paste.With single family properties you could probably just have one LLC with your umbrella insurance.

Looking for recommendations for bookkeeping software to help manage my rental portfolio. 

The platform is heavily supported by AI, offering insights that go beyond tenant retention, including tenant health scores, engagement analytics, maintenance efficiency, payment patterns, and property performance comparisons.RentKeep integrates with property management systems like Buildium and AppFolio, functioning as parallel software to help property managers truly understand the data behind their properties.

I have used Buildium and other screening and property management softwares in the past and never had something like this happen.

This is also programmed into our PM software, so it happens automatically.Our lease also states what rent will be applied and in what order and also a security deposit.So, you may want to check these documents to see if this is covered with your PMC.While we always try to be fair with our clients, we also have to generate enough income to pay our bills.