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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Experience a robust Real Estate CRM that is both intuitive and efficient. With Praedium's Real Estate CRM, you can enhance your ability to serve and assess leads, ultimately increasing your property rentals and sales. This CRM is thoughtfully crafted to optimize your time with its unique Funnel feature. By utilizing Praedium's Real Estate CRM, you can consolidate all leads generated from various portals, websites, and social media into a single platform. You have the flexibility to customize the stages of your real estate service processes with the Service Funnel, allowing you to create or modify sales funnel steps that align with your operational methods. Tailor the sequence of the sales process according to your approach as a real estate agent, from the initial lead contact to the closing transaction. This tool enables you to pinpoint precisely where in the sales journey improvements are needed for better outcomes. Additionally, it organizes everything from lead capture to post-sale follow-ups using multiple real estate funnels, acknowledging that sales, leases, and after-sales require distinct handling processes. This comprehensive system empowers agents to streamline their workflow and enhance overall productivity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Box
CompStak
Dropbox
Microsoft Excel
Microsoft Outlook
Microsoft Word

Integrations

Box
CompStak
Dropbox
Microsoft Excel
Microsoft Outlook
Microsoft Word

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$37 per user, per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Dealpath

Founded

2014

Country

United States

Website

www.dealpath.com

Vendor Details

Company Name

Praedium

Founded

2018

Country

Brazil

Website

praedium.com.br

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Workflow Management

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

Product Features

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Property Management

Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management

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