Dealpath

Deal management platform for real estate investment

4,5 /5 (6 reviews) Write a Review!

Dealpath Overview

What is Dealpath?

Dealpath is a cloud-based deal management platform designed to provide real estate investment teams with a single source of truth. The solution includes deal analytics, pipeline reporting, and collaborative workflows to drive process efficiency and allow teams to scale their operations.

With Dealpath, deal analytics can be viewed across the the pipeline through the deals dashboard, providing high-level visibility to all stakeholders. Users can create a working knowledge base for every deal their team is working on, and establish a repeatable process to optimize deal making. Collaborative, customized workflows ensure that all necessary tasks are completed on time and no steps are missed. Tasks can be assigned out to team members, and strategic notifications provide a reminder of next steps.

Dealpath's intelligent search provides a simple content management system through contextual relevance, allowing users to locate the properties, deals, and files they need. Real-time analytics and reports ensure that users are making investment decisions based on up-to-date information, and provide actionable insights to build portfolio value.

Dealpath Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Dealpath offers three subscription package levels: Growth, Professional, and Enterprise.
Contact Dealpath for pricing information.


Dealpath Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Dealpath pipeline report
Dealpath tasks workflow
Dealpath deals dashboard
Dealpath deal overview
Dealpath screenshot: Dealpath pipeline report Dealpath screenshot: Dealpath tasks workflow Dealpath screenshot: Dealpath deals dashboard Dealpath screenshot: Dealpath deal overview

Dealpath Reviews

Dealpath Reviews

Overall rating
4,5
/
5
Excellent
3

Very good
3

Average
0

Poor
0

Terrible
0

Value for Money
4,8
Features
4,3
Ease of Use
4,5
Customer Support
4,8
100% recommended this app
Verified Reviewer

Extremely helpful customer support and best deal platform I've experienced thus far in my...

Streamlines DD process and provides a secure database that is accessible anywhere with internet.


John K.

Great Software. Great Customer Service.

This software enhances the communication among the members of our Acquisitions team and our stakeholders. It allows us to share information, while constantly checking for accuracy. We are able to have the most accurate information on our projects available at our fingertips no matter where we are.


Lizzie B.

Single-handedly changed the way our team works for the BETTER


Brian D.

DealPath Task Manager

Our customer service experience and day-to-day use of the product have been very beneficial to our work. We would like to see more development made in the future. For example, tasking assignments out and being able to see them on a calendar or convert them to a spreadsheet would be very helpful.


John M.

Dealpath's flexibility and willingness to make custom improvements to the platform is...

Better communication during due diligence process and ability to provide third parties access to our due diligence checklist/files in real time.


Verified Reviewer

Extremely helpful customer support and best deal platform I've experienced thus far in my career.

Used Daily for 6-12 months
Reviewed on 2017/10/25
Review Source: Capterra

Streamlines DD process and provides a secure database that is accessible anywhere with internet.

Pros

Best deal tracking / database / DD tracking list software I've used all in one place. The simple design and structure also allows the more technology challenged team members to benefit from the platform.

Cons

Difficult to delete multiple files from a single task all at once. Folder structure does not maintain integrity when doing a bulk-download, and the platform sometimes has difficulty uploading folders that contain other sub-folders within it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

John K.
Industry: Commercial Real Estate
Company size: 201-500 Employees

Great Software. Great Customer Service.

Used Daily for 6-12 months
Reviewed on 2017/10/24
Review Source: Capterra

This software enhances the communication among the members of our Acquisitions team and our stakeholders. It allows us to share information, while constantly checking for accuracy. We are able to have the most accurate information on our projects available at our fingertips no matter where we are.

Pros

The software has great functionality and is very easy to use. I love how searchable it is. It allows me and my team to find the information that we need quickly and efficiently. We can easily update information to keep everything as accurate as possible and up to date.

Cons

There are two things that I do not like about the product: 1) I do not like the functionality of uploading files. It takes way too long, and I do not like that you have to assign files to a task; 2) Grouping properties into assemblages is not great. I had to invent a new naming constraint to make it work for my team.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Lizzie B.
Industry: Real Estate
Company size: 11-50 Employees

Single-handedly changed the way our team works for the BETTER

Used Daily for 1-5 months
Reviewed on 2017/10/27
Review Source: Capterra

Pros

Ability to manage multiple types of projects through one platform
Reporting feature is extremely handy
Customer service is really great, very responsive and always willing to listen to feedback and see how it can be applied to the system to make it better

Cons

Really need a gantt chart integration and improving the dependencies
Need to add the ability to mass edit fields on reporting section
If a person is assigned to a checklist item on a task assigned to someone else, that item does not show up on the assignments page - either add this or remove assigning checklist items because that doesnt make sense

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Brian D.
Industry: Accounting
Company size: 11-50 Employees

DealPath Task Manager

Used Daily for 6-12 months
Reviewed on 2019/09/24
Review Source: Capterra

Our customer service experience and day-to-day use of the product have been very beneficial to our work. We would like to see more development made in the future. For example, tasking assignments out and being able to see them on a calendar or convert them to a spreadsheet would be very helpful.

Pros

What I like the most about this software is how easy it is to add tasks, due dates, and who the task is assigned to. It has made my job and my team's job much more efficient having everything schedule out for a week+.

Cons

What I liked the least about the software is the lag time when you have a lot of items on a checklist. We have certain complex tasks that involve a lot (30+) of checklist items, and the software takes a while to load these. It takes even longer to update if you need to change a due date or an assignee. But, otherwise, all of the other tasks load quickly.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

John M.
Industry: Real Estate
Company size: 2-10 Employees

Dealpath's flexibility and willingness to make custom improvements to the platform is outstanding.

Used Daily for 1-5 months
Reviewed on 2017/10/27
Review Source: Capterra

Better communication during due diligence process and ability to provide third parties access to our due diligence checklist/files in real time.

Pros

It's the only software we have found that combines a due diligence platform, a cloud-based file platform, and a deal-tracking platform all in one program.

Cons

Would be great if you could save files from emails direct to dealpath. Also, would be helpful to email files straight out of dealpath.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,5/10
Based on 6 user ratings
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Dealpath Pricing

Dealpath Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Dealpath offers three subscription package levels: Growth, Professional, and Enterprise.
Contact Dealpath for pricing information.

Dealpath offers three subscription package levels: Growth, Professional, and Enterprise.
Contact Dealpath for pricing information.

Value for Money
4,8/5
Based on 6 user ratings
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Dealpath Features

Dealpath Features

API
Accounting Management
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Contact Database
Contact Management
Document Management
Document Storage
Electronic Payments
Email Notifications
Maintenance Scheduling
Reminders
Reporting & Statistics
Search Functionality
Self Service Portal
Task Management
Third Party Integration
Work Order Management
Features
4,3/5
Based on 6 user ratings
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Categories

Additional information for Dealpath

Additional information for Dealpath

Key features of Dealpath

  • Calendar Management
  • Collaboration Tools
  • Contact Management
  • Content Management
  • Data Import/Export
  • Document Management
  • Mobile Access
  • Portfolio Management
  • Project Management
  • Strategic Planning
  • Task Management
  • Version Control

Dealpath FAQs

Dealpath FAQs

Below are some frequently asked questions for Dealpath.

Q. What type of pricing plans does Dealpath offer?

Dealpath offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Dealpath offers three subscription package levels: Growth, Professional, and Enterprise. Contact Dealpath for pricing information.

Q. What are the main features of Dealpath?

Dealpath offers the following features:

  • Calendar Management
  • Collaboration Tools
  • Contact Management
  • Content Management
  • Data Import/Export
  • Document Management
  • Mobile Access
  • Portfolio Management
  • Project Management
  • Strategic Planning
  • Task Management
  • Version Control

Q. Who are the typical users of Dealpath?

Dealpath has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Dealpath support?

Dealpath supports the following languages:

English

Q. What type of pricing plans does Dealpath offer?

Dealpath has the following pricing plans:

Subscription

Q. Does Dealpath support mobile devices?

We do not have any information about what devices Dealpath supports

Q. What other apps does Dealpath integrate with?

Dealpath integrates with the following applications:

Box

Q. What level of support does Dealpath offer?

Dealpath offers the following support options:

Phone Support, Video Tutorials