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design
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
ActiveCampaign
Agile CRM
Asana
Docusign
Dropbox
Google Contacts
Google Forms
Google Tasks
Highrise
HubSpot CRM
HubSpot Customer Platform
Kommo
LionDesk
Microsoft Outlook
Microsoft Word
Pipedrive
Salesforce
Streak
Zoho CRM

Integrations

Microsoft Excel
ActiveCampaign
Agile CRM
Asana
Docusign
Dropbox
Google Contacts
Google Forms
Google Tasks
Highrise
HubSpot CRM
HubSpot Customer Platform
Kommo
LionDesk
Microsoft Outlook
Microsoft Word
Pipedrive
Salesforce
Streak
Zoho CRM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Dealpath

Founded

2014

Country

United States

Website

www.dealpath.com

Vendor Details

Company Name

Sensr Portal

Founded

2015

Country

Canada

Website

www.sensrsolutions.com

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

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

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

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