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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Build Formula assists throughout the entire construction process, from initial sales and project planning to the tracking of materials and maintaining client communication. This all-encompassing solution is specifically designed to cater to the unique demands of the Real Estate sector in managing construction projects effectively. With its robust Sales Management features, it simplifies the organization and enhancement of customer relationships through effective tracking and data visualizations, all integrated into a single platform. By partnering with Build Formula, you can cultivate impressive customer relationships and significantly improve your lead conversion rates through a highly efficient process. This system not only supports your business growth but also automates your construction workflow, enhances productivity, and lays the groundwork for a well-structured future in real estate. Additionally, customizing the Build Formula process can further tailor it to meet your business's specific requirements.

Description

Dealpath is the industry’s most trusted cloud-based real estate investment management platform, providing real-time access to vetted, secure, up-to-date investment data to empower collaboration, strategic, and predictive decisions. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows—driving maximum performance from pipeline to portfolio management. Founded in 2014, Dealpath has supported over $10 trillion in transactions with leading institutions across the world. Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Box No 
CompStak No 
Dropbox No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Word No 

Integrations

Box Yes 
CompStak Yes 
Dropbox Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Word Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Build Formula

Founded

2019

Country

India

Website

www.buildformula.com

Vendor Details

Company Name

Dealpath

Founded

2014

Country

United States

Website

www.dealpath.com

Product Features

Construction CRM

Client Tracking No 
Contract Management No 
Forecasting No 
Project Management No 
Quote Management No 
Sales Management No 
Scheduling No 
Time Management No 

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing No 
CRM No 
Change Orders No 
Commercial No 
Contract Management No 
Contractors No 
Equipment Tracking No 
Estimating No 
Incident Reporting No 
Mobile Access No 
Offline Access No 
RFI & Submittals No 
Residential No 
Subcontractor Management No 
Timesheets No 

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation No 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging No 
Contact Management No 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management Yes 

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard Yes 
Email Marketing No 
Interaction Tracking Yes 
Lead Management No 
Property Alerts Yes 
Referral Tracking No 
Segmentation Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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