Sub-to deals, seller financing pipelines, lease options, and wrap mortgages — tracked in one place, with automated follow-up built for deals that take months to close. Built and live in 7–10 days. You don't configure it yourself.
Most CRMs treat a motivated seller lead the same whether you're wholesaling it or buying it subject-to. That's the problem. Creative finance deals are a different workflow — longer timelines, different pipeline stages, different follow-up cadence. Generic tools weren't built for any of it.
You're tracking a sub-to deal in a spreadsheet, seller financing terms somewhere else, and follow-up notes in your phone. When a seller goes quiet for 30 days, nobody knows where things left off — and you lose the deal to someone who stayed in front of them.
One pipeline for every deal type. Sub-to, seller financing, wrap, lease option — each with its own stages and deal notes. When you pick up where you left off, the whole history is there. Nothing falls through because someone forgot to check a spreadsheet.
A seller was interested six months ago. You followed up twice, then got busy with other deals. They're ready now — but they called someone else because you had no system to stay in front of them for six months without manually managing it.
Long-duration follow-up sequences run automatically — day 7, day 30, day 60, day 90. Texts, emails, voicemail drops. Creative finance deals take time. Your CRM works the seller relationship while you're working the deals that are closer to closing.
Seller calls while you're negotiating another deal. You miss it, call back two hours later, and the conversation is cold. For a cash wholesale deal that's painful. For a creative finance deal where you've been building the relationship for weeks, it can cost you the deal entirely.
Automated text fires in under 60 seconds — "Missed your call, what can I help with?" Seller stays in the conversation. You call back when you're ready with a warm lead instead of a cold one. Every missed call gets a response, even when you're tied up.
Six things that matter for a creative finance operation — built in, not configured by you.
These aren't features you configure. They're built into your system when we deploy it.
Most real estate investor CRMs are built for cash wholesale deal flow. REsimpli and similar platforms touch creative finance but don't specialize. FollowUpBoss is built for agents. CyclSales is the CRM and automation layer built specifically for the motivated seller → terms negotiation → creative close cycle — and we set it up for you.
| Feature | CyclSales | REsimpli | Follow Up Boss |
|---|---|---|---|
| Creative finance pipeline stages | ✓ | ✗ | ✗ |
| Sub-to & seller financing deal tracking | ✓ | ✗ | ✗ |
| Long-duration follow-up (30/60/90-day) | ✓ | Manual setup | Manual setup |
| Missed call text-back (under 60s) | ✓ | ✗ | ✗ |
| Done-for-you setup | ✓ | ✗ | ✗ |
| Live in 7–10 days | ✓ | Self-setup | Self-setup |
| 24/7 support + office hours | ✓ | ✗ | ✗ |
| No long-term contract | ✓ | ✗ | ✗ |
Several of our clients have scaled significantly — not by adding more leads, but by stopping the ones they already had from falling through the cracks. Creative finance investors who stay in front of sellers longer close deals that would have gone cold.
I've been able to very quickly scale — in honestly just six months. The support is the number one reason. Having people in your back pocket like them and not having to worry about it is what changed things for us.
— CyclSales client, real estate investor
You're not buying software and figuring it out yourself. We build the system. Here's exactly what that looks like.
We configure your deal pipelines for each creative finance structure — sub-to, seller financing, wrap, lease option — set up your phone numbers, and import your existing contacts from wherever you keep them now.
Missed call text-back, new seller nurture sequences, long-duration follow-up (day 30/60/90), no-answer recovery, and stale deal reactivation — all configured for your operation, not a generic template.
We connect your lead sources, dialer, and any tools you're keeping. Every lead hits the pipeline automatically. Every automation is tested before you go live.
Walkthrough with you and your team. Four support Zooms per week after that — plus 24/7 by call, email, or chat. Not a ticket queue.
What CRM do creative finance investors use?
Most creative finance investors end up hacking together a general real estate CRM, a spreadsheet for deal terms, and a separate follow-up tool — because no CRM was built specifically for the sub-to, seller financing, and lease option workflow. CyclSales is built for exactly this: pipeline stages by deal structure, long-duration follow-up sequences, and all seller communication in one place. We configure it for your operation and have it live in 7–10 days.
How do you track subject-to deals in a CRM?
Subject-to deals need pipeline stages that reflect how they actually close — motivated seller, initial contact, deal analysis, offer submitted, terms negotiated, under contract. Generic CRMs don't have this. CyclSales pipeline stages are configured for your deal structure during setup so you're tracking deals the way they actually work, not squeezing them into a generic sales funnel. See also: CRM for subject-to investors.
Can I automate follow-up for seller financing deals?
Yes. Seller financing deals often take months — a seller might not be ready for 60 or 90 days. CyclSales runs automated follow-up sequences over that entire window: day 7, day 30, day 60, day 90. Text, email, and voicemail drops. The relationship gets worked while you're focused on deals that are closer to closing. See also: Seller financing CRM.
What's the difference between a wholesaler CRM and a creative finance CRM?
A wholesale deal closes fast — you're finding a motivated seller, locking up a contract, and assigning it. A creative finance deal is a relationship. You might talk to the same seller for six months before terms come together. The pipeline stages are different, the follow-up timeline is different, and the deal notes you need to track are different. CyclSales handles both, but the creative finance pipeline is configured specifically for that longer, relationship-based deal cycle.
How does CyclSales compare to REsimpli for creative finance investors?
REsimpli is an all-in-one investor platform — skip tracing, driving for dollars, list stacking, general CRM. It's built around the cash wholesale workflow. CyclSales focuses on the CRM and automation layer: the pipeline management, long-duration follow-up, and seller communication that creative finance deals require. If you need a system configured for how sub-to and seller financing deals actually work — not a general investor tool — CyclSales is built for that.
Can I manage both wholesale and creative finance deals in CyclSales?
Yes. Many investors run both — wholesaling deals that don't fit creative finance criteria, and buying creatively when the seller situation calls for it. CyclSales can have separate pipelines for each deal type so you're tracking wholesale leads and creative finance leads without mixing them together.
Does CyclSales handle long-duration deals that take months to close?
Yes, and that's specifically why creative finance investors need a different CRM setup. Automated follow-up sequences run at day 7, 30, 60, and 90 — keeping your name in front of sellers who aren't ready yet without requiring you to manually manage the touchpoints. Deals that would have gone cold get worked.
How long does setup take?
Built and live in 7–10 days. We configure your deal pipelines, build your follow-up sequences, and get your system running. You don't figure it out yourself.
Is there a long-term contract?
No long-term contracts. Month-to-month. See our pricing page for current plan details.
Ready to run your creative finance deals in one place?
Built and live in 7–10 days. No long-term contracts. 24/7 support.