--- title: "My Deal File Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about My Deal File Software - reviews, pricing plans, popular comparisons to other Real Estate Agency products and more." source_url: "https://www.capterra.com/p/10024731/My-Deal-File/" page_type: "product" language: "en" --- # My Deal File 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)[Support](#support)[Reviews](#reviews) My Deal File ## What is My Deal File? My Deal File is an all-in-one deal marketing platform designed specifically for commercial real estate professionals. With My Deal File, agents can create customized property websites to showcase listings, including a photo gallery, financials, investment highlights, and a secure Deal Vault for confidential documents. The platform simplifies the due diligence process by requiring potential buyers to execute a Confidentiality Agreement before accessing sensitive materials. Additionally, My Deal File enables agents to capture and manage buyer information, creating a lead list for future deals. With no hidden fees, unlimited listings, and an intuitive interface, My Deal File streamlines deal marketing while keeping costs low. ## What is My Deal File used for? [Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)[Commercial Real Estate](https://www.capterra.com/commercial-real-estate-software/)[Real Estate Agency](https://www.capterra.com/real-estate-agency-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $2999 Flat Rate, Per Year Free trial available Free version not included 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 My Deal File?[Manage this product listing](https://www.g2.com/products/my-deal-file/claim_requests/new?auto=true) ## 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. ### My Deal File 5.0 (2) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $2999 Flat Rate, Per Year Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 4.5 (118) Value For Money 5.0 (2) Value For Money 4.3 (105) Customer Service 5.0 (2) Customer Service 4.4 (113) ## My Deal File alternatives [4.2 (15)](https://www.capterra.com/p/194366/LobbyCRE/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars Highest Rated [Gestim](https://www.capterra.com/p/10017947/Gestim/) [4.7 (118)](https://www.capterra.com/p/10017947/Gestim/reviews/) Starting price $3.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10017947/Gestim/) [Rent Manager](https://www.capterra.com/p/2732/Rent-Manager/) [4.6 (651)](https://www.capterra.com/p/2732/Rent-Manager/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/2732/Rent-Manager/) [Prophia](https://www.capterra.com/p/240607/Prophia/) [4.7 (39)](https://www.capterra.com/p/240607/Prophia/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/240607/Prophia/) ## FAQs about My Deal File Overview ### What company size and specific industries is My Deal File built for? My Deal File is designed for commercial real estate agents and teams, including small brokerage groups and larger sales teams in the commercial property sector. It suits organizations that need an affordable platform to market listings, capture leads, and manage deal documents in real estate transactions. Features and Usability ### What are the key features of My Deal File? My Deal File offers CRM functions, lead management, pipeline management, and lead nurturing for tracking prospects through sales stages. It also includes contact management, document management, email tracking, reporting/analytics, and workflow management, plus access controls/permissions, activity tracking, data import/export, and client/property matching for real estate teams. Getting Started and Support ### What training and onboarding options does My Deal File offer? My Deal File provides live online training sessions for teams getting started. These sessions support guided setup and instruction in a real-time format, allowing participants to ask questions and follow along during the training. Getting Started and Support ### What customer support options does My Deal File offer? My Deal File provides email/help desk and phone support for customer assistance. No reviewer feedback is available on support experiences, so support quality, response times, and helpfulness cannot be assessed from user comments. ## Features AI summary Based on 1,459 Real Estate Agency reviews Not all Real Estate CRM covers every feature buyers care about most. Here is what Capterra reviewers flag as essential when choosing a solution: - **Contact Database** (**60%** of reviewers rated this feature as critical) - **Client Management** (**54%**) - **Customer Database** (**49%**) My Deal File includes **Client Management** and **Customer Database**, so it covers two of the top features buyers look for in a Real Estate CRM. However, it does not offer **Contact Database**. Instead, it provides other highly rated capabilities, including **Contact Management** (**54%**), **Lead Management** (**54%**), and **Lead Capture** (**52%**). These features help teams keep prospect and client details organized, track opportunities through the pipeline, and bring in new leads more efficiently, helping businesses manage relationships and move deals forward with better visibility. Client Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Contact Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Activity Dashboard 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Access Controls/Permissions 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Activity Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems My Deal File 31 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 Tracking: Track and document all activities across devices, networks, and other systems - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget - Commercial Property Management: Add, view, and edit details for commercial, corporate, or hospitality properties that are available for sale or rent - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Tracking: Track delivered, received, and opened emails - For Commercial Real Estate: For commercial properties such as office buildings, medical centers, malls, hotels, retail stores and other public buildings - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - For Real Estate Agencies: For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures 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) - Property Management: Add, view, and edit details of all properties managed by an agency that are available for sale or rent - Real-Time Data: Receive data and information in real time - Referral Tracking: Log and store the source of contacts/leads - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (2) 5.0 Based on 2 reviews ## Pricing Value for money 5.0 (2) Free Trial Annual Subscription $2,999 Flat Rate,Per Year Monthly Subscription $299.00 Flat Rate,Per Month Value for money 5.0 (2) 5.0 Based on 2 reviews 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 Customer Service 5.0 (2) 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 Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JH Jeff H. Associate Commercial Real Estate ### "CRE Agents- This Is A Must " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 7, 2025 Very easy to use. Have recommended it to others in my office. The days of forwarding multiple attachments is done. Pros Very user friendly! It's great way to control your listings, marketing, and clientele. Easy to share. Great way to see who is looking at your deals. Clients love having all the information in one place at all times, eliminating the need to send multiple attachments. Cons None so far. Any minor questions I had their support team took care of Switched from [SharpLaunch](https://www.capterra.com/p/173048/SharpLaunch/) My team leader made the switch, I wasn't part of the decision but I like this better. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JN Jason N. Sr Marketing and Transaction Coordinator Real Estate ### "My Deal File makes my work-life so much more organized. MUST TRY!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 24, 2025 Highly recommend, CRE agents everywhere should be using them to help improve their transactional efficiency Pros My Deal File helped streamline my marketing process. Its super easy to share great looking websites to promote my listings to my clients. Their support team was always available to help with any questions I had. Cons They didn't offer a free trial before I signed up, but during my live demo, I suggested it to their team, and now they offer one. Switched from [LoopNet](https://www.capterra.com/p/247751/LoopNet/) Too expensive and didnt offer private marketing Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 28, 2025 Jason, Thank you very much for your review! It’s great to hear that My Deal File has helped make your work life more organized and streamlined your marketing process. We really appreciate your feedback regarding the free trial—it’s because of suggestions like yours that we decided to offer one! If you ever need anything, don’t hesitate to reach out. We’re always happy to help! Best, The My Deal File Team ## 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.