# TermSheet Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about TermSheet Software - reviews, pricing plans, popular comparisons to other Sales Tracking products and more.

Source: https://www.capterra.com/p/10017330/TermSheet/pricing

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# 

 TermSheet Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[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/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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Do you work for TermSheet?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.termsheet.com&name=TermSheet)

## 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.

[4.7 (100)](https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews/)

Starting Price

Contact vendor

Starting Price

$650

Other, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.7 (100)

Value For Money

0.0 (0)

Value For Money

4.8 (90)

Customer Service

0.0 (0)

Customer Service

4.9 (98)

## TermSheet alternatives

[4.4 (327)](https://www.capterra.com/p/157262/QuickBase/reviews/)

Starting price

$35.00

Per User, Per Month

[4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

[4.2 (327)](https://www.capterra.com/p/164741/Yardi-Breeze/reviews/)

Starting price

$1.00

Per User, Per Month

[4.6 (601)](https://www.capterra.com/p/2732/Rent-Manager/reviews/)

Starting price

Contact vendor for pricing

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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 38 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Continuous profile-based stream of news and activity

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Track and manage schedules and meetings via an integrated calendar

Collects essential call data such as call origin, call destination, call length, and other transaction details

Provides a channel for team members to share media files, communicate, and work together

Add, view, and edit details for commercial, corporate, or hospitality properties that are available for sale or rent

Tracking, calculating, and paying commissions and earnings to employees

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Alter the layout and content of reports

Import and export data to and from software applications

Defines specific deal parameters to negotiate and secure deals

Store, manage, and track all electronic documents in a centralized location

Manage, store and organize emails within the system or via third-party apps

Predefined actions automatically performed on the occurance of specific events

Public or private sharing of digital files such as documents, audio/video, images, and more

For commercial properties such as office buildings, medical centers, malls, hotels, retail stores and other public buildings

Track interaction history by documenting conversations for contacts

Monitor capital allocation and asset prices over time

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Access the system via a mobile application

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Streamlining repetitive tasks and activities through automated and predefined workflows

Centralized database to track details of properties (including lease, tenant, and owner information)

Tools designed to streamline the process of lead generation and management for sales teams

Timed notification for any upcoming task, deadline, appointment, or activity

View and track pertinent metrics to find patterns and gain insights from data

Monitor sales and make necessary adjustment in order to increase demand and revenue

Pipeline view and tracking lead status

Search and filter data across systems to locate required information by entering keywords or certain criteria

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Manage, record and track all business exchanges in form of money and its related interactions in the system

Alter the default workflow to meet your organization's needs

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## Pricing

### Starting price

Contact vendor  
for pricing

Free trial  
not available

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

Dropbox Business](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

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