--- title: "TermSheet Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about TermSheet Software - reviews, pricing plans, popular comparisons to other Real Estate Agency products and more." source_url: "https://www.capterra.com/p/10017330/TermSheet/" page_type: "product" language: "en" --- # TermSheet Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) TermSheet ## What is TermSheet? TermSheet is an all-in-one investment operating system for sourcing and tracking real estate deals with speed, precision and ease. Structure your data and workflows within one comprehensive workspace that consolidates all your deals firm-wide into a single source for tasks, communications, documents, reports and maps. Our platform is the most flexible solution of its kind, able to be customized to meet your unique needs and accommodate teams of any size. ## What is TermSheet used for? [Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for TermSheet?[Manage this product listing](https://www.g2.com/products/termsheet/claim_requests/new?auto=true) ## TermSheet Overview Updated September 2026 AI summary TermSheet offers businesses of all sizes a platform for managing sales tracking, investment processes, and real estate transactions. It combines core tools such as lead management, workflow automation, and reporting with options for collaboration, document management, and commission tracking. Available on cloud and multiple devices, it supports teams with customizable workflows and integrated pipeline oversight. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### TermSheet 0.0 VS. [4.4 (333)](https://www.capterra.com/p/157262/QuickBase/reviews/) Starting Price Contact vendor Starting Price $35 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.1 (288) Value For Money 0.0 (0) Value For Money 4.1 (200) Customer Service 0.0 (0) Customer Service 4.3 (239) ## TermSheet alternatives Highest Rated [4.7 (100)](https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews/) Starting price $650.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.6 (444)](https://www.capterra.com/p/20372/Entrata/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) [4.0 (323)](https://www.capterra.com/p/152143/Top-Producer-CRM/reviews/) Starting price $129.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152143/Top-Producer-CRM/) ## FAQs about TermSheet Overview ### What company size and specific industries is TermSheet built for? TermSheet is designed for teams of all sizes investing in commercial real estate markets. It suits small, mid-sized, and large organizations involved in commercial property investment and related real estate transactions, making it relevant for firms that need support across the commercial real estate sector. Features and Usability ### What are the key features of TermSheet? TermSheet offers CRM, deal management, and flows for commercial real estate workflows. It also includes lead management, sales pipeline management, transaction management, and portfolio management, plus workflow automation, document management, reporting/analytics, calendar management, task management, and access controls/permissions for handling property and investment activity. Integrations ### Which third-party tools and platforms does TermSheet integrate with? TermSheet integrates with 9 third-party tools and platforms, including Dropbox, Egnyte, HubSpot CRM, Microsoft Excel, Microsoft Outlook, Okta, OneDrive, Procore, and Slack. These integrations cover file storage, CRM, identity, productivity, and collaboration needs for teams working across connected systems. Getting Started and Support ### What training and onboarding options does TermSheet offer? TermSheet provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online sessions support guided instruction, while documentation and videos offer self-paced reference and step-by-step learning materials for setup and feature review. Getting Started and Support ### What customer support options does TermSheet offer? TermSheet provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. With no reviewer feedback available on support experience, support quality, response speed, and helpfulness cannot be assessed from user comments. ## Features AI summary Based on 5,061 Real Estate Agency reviews Capterra data shows that buyers of sales tracking software rank the following features as their top priorities: - **Sales Pipeline Management** (**51%** of reviewers rated this feature as critical) - **Lead Management** (**46%**) - **Reporting/Analytics** (**39%**) TermSheet supports all three features that reviewers rate highest: **Sales Pipeline Management**, **Lead Management**, and **Reporting/Analytics**. Together, these capabilities help businesses track opportunities through each stage of the pipeline, organize and follow up with leads more effectively, and monitor sales performance with clearer data, allowing teams to make better decisions and improve revenue outcomes. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity/News Feed Continuous profile-based stream of news and activity Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Calendar Management Track and manage schedules and meetings via an integrated calendar TermSheet 39 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity/News Feed: Continuous profile-based stream of news and activity - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commercial Property Management: Add, view, and edit details for commercial, corporate, or hospitality properties that are available for sale or rent - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Email Management: Manage, store and organize emails within the system or via third-party apps - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Flows: Track products to determine when they are shipped, in transit, or delivered. - For Commercial Real Estate: For commercial properties such as office buildings, medical centers, malls, hotels, retail stores and other public buildings - Interaction Tracking: Track interaction history by documenting conversations for contacts - Investments Tracking: Monitor capital allocation and asset prices over time - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Mobile App: Access the system via a mobile application - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Property Database: Centralized database to track details of properties (including lease, tenant, and owner information) - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Sales Pipeline Management: Pipeline view and tracking lead status - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Configuration: Alter the default workflow to meet your organization's needs --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Procore](https://www.capterra.com/p/56250/Procore/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Okta](https://www.capterra.com/p/119653/Okta/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.