A CRM, Not Another Subscription
Dedicated REI CRMs like REsimpli start at $99/month. Then you pay separately for property data, skip tracing, and marketing tools. The stack gets expensive fast.
The Invest Nest bundles the CRM essentials into one platform: lead lists, a drag-and-drop deal pipeline, contact status tracking, plus access to 150M+ property records and 500 Rapid Skip Traces every month. One login, one price, $65/month.
Lead management: Lists built for active investors.
Nest Leads: One-click motivated seller filters.
Property import: CSV, XLS, XLSX from any CRM.
Transparent pricing: One price, no add-ons, no surprises.
Skip Tracing Built Into Your CRM
Most REI CRMs make you subscribe to a separate skip trace tool or pay per record. That's another login, another bill, and another step between you and an owner's phone number.
The Invest Nest includes 500 Rapid Skip Traces per month, right inside your lists. Click any lead in your list or pipeline, get the owner's phone, email, mailing address and linked properties in seconds. No batch queue, no CSV round trip, no per-record fees.
Nationwide data: 150M+ properties, all 50 states.
Filter power: Stack over 100 filters, 21+ Nest Leads.
Visual pipeline: Drag-and-drop deal pipeline with customizable stages.
Purpose built: Built for solo investors, not enterprise teams.
How The Invest Nest Compares
An honest, side-by-side look at what you get in each tool.
Frequently Asked Questions
Everything you need to know about using The Invest Nest as your REI CRM.
Is The Invest Nest a real CRM?
The Invest Nest is a lightweight CRM built for active real estate investors. You get the CRM essentials, lists, a drag-and-drop deal pipeline, contact status tracking, notes, and tags, built alongside property data, motivated seller filters, and 500 Rapid Skip Traces per month. It is not a full enterprise CRM like HubSpot or Salesforce. If you are doing 1-10 deals a year and you want one tool instead of three, The Invest Nest is built for you.
How does The Invest Nest compare to REsimpli?
REsimpli is a dedicated CRM for wholesalers at $99+/month, with property data and skip tracing as separate subscriptions. The Invest Nest is $65/month with lists, deal pipeline, 150M+ property records, 100+ filters, 21+ Nest Leads, and 500 Rapid Skip Traces all included. If you want a feature-heavy marketing CRM, REsimpli is strong. If you want one clean workspace for data, leads, skip tracing, and deal flow at a lower total cost, The Invest Nest is the better fit.
What CRM features are included?
The Invest Nest includes the CRM essentials for active investors: list management with custom lists, notes, tags, and status tracking (not contacted, contacted, appointment scheduled, not interested, favorite), a visual drag-and-drop deal pipeline with customizable stages, 150M+ property records, 100+ filters across 6 categories, 21+ Nest Leads motivated seller indicators, 500 Rapid Skip Traces per month, and CSV/XLS/XLSX import and export. No per-action charges or hidden fees.
Can I import leads from my current CRM?
Yes. The Invest Nest supports CSV, XLS, and XLSX imports. Export your contact list, lead list, or skip trace results from REsimpli, PropStream, or any other tool, and upload them into List Management. Your imported leads work with filters, skip tracing, and the deal pipeline just like any TIN-sourced lead.
Does it include property data and skip tracing?
Yes. Every Invest Nest subscription includes access to 150M+ property records and 500 Rapid Skip Traces per month. Most REI CRMs treat data and skip tracing as separate paid add-ons. The Invest Nest bundles them into the $65/month plan, so you do not need three subscriptions to run your pipeline.
Is The Invest Nest a good first CRM for new investors?
Yes. The platform is built for real estate investors at every level, and the interface is simple enough for a first-time user. You get the same core CRM tools experienced wholesalers use, lists, a deal pipeline, contact status tracking, without the steep learning curve or enterprise pricing of a full CRM platform.
What is the cancellation policy?
You can cancel anytime with no long-term contracts or cancellation fees. Your account stays active through the end of your current billing period. If you change your mind, you can resubscribe at any time and pick up where you left off.
Does it replace my dedicated CRM?
It depends on your workflow. If you are a solo investor or small team running 1-10 deals a year and you want one tool that handles property search, lead generation, lists, skip tracing, and a deal pipeline, The Invest Nest replaces the stack. If you need heavy email automation, SMS campaigns, team permissions, or advanced marketing sequences, you may still want a dedicated CRM like HubSpot alongside. Most active investors find TIN is enough on its own.
Ready to Try the CRM Built for Active Investors?
Start your 7-day free trial and see why active investors are switching to The Invest Nest. Full access to lists, deal pipeline, property data, Rapid Skip Tracing, and motivated seller filters for $65/month.