---
title: "Dealpath Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Dealpath Software - reviews, pricing plans, popular comparisons to other Business Performance Management products and more."
source_url: "https://www.capterra.com/p/164485/Dealpath/"
page_type: "product"
language: "en"
---

# 

 Dealpath Software Review 2026: Features, 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)[Reviews](#reviews)

Dealpath

## What is Dealpath?

Dealpath is the industry’s most trusted, purpose-built real estate platform, empowering hundreds of leading institutions including Blackstone, AEW, Oxford Properties, Principal Real Estate and Bridge Investment Group to invest in the built world. Dealpath serves as your command center, the single source of truth that provides vetted, real-time deal information, together with associated files and tasks, fueling data-driven analysis and decisions to achieve optimal, risk-adjusted returns.

## What is Dealpath used for?

[Real Estate Transaction Management](https://www.capterra.com/real-estate-transaction-management-software/)[Commercial Real Estate](https://www.capterra.com/commercial-real-estate-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)

Top alternative

Featured

Overall rating

Based on 22 user reviews

Reviews sentiment

Positive

95%

Neutral

0%

Negative

5%

Starting price

$0.01

Per Feature, Per Year

Free trial  
not 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 Dealpath?[Manage this product listing](https://www.g2.com/products/dealpath/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.

### Dealpath

4.5 (22)

VS.

[4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

$0.01

Per Feature, Per Year

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (22)

Ease Of Use

4.5 (77)

Value For Money

4.4 (19)

Value For Money

4.3 (61)

Customer Service

4.7 (21)

Customer Service

4.4 (60)

## Dealpath alternatives

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

Starting price

$35.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

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

[Form Simplicity](https://www.capterra.com/p/172894/Form-Simplicity/)

[4.3 (77)](https://www.capterra.com/p/172894/Form-Simplicity/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

79%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/172894/Form-Simplicity/)

[BoldTrail Back Office](https://www.capterra.com/p/171321/BoldTrail-Back-Office/)

[4.5 (853)](https://www.capterra.com/p/171321/BoldTrail-Back-Office/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/171321/BoldTrail-Back-Office/)

[View all alternatives](https://www.capterra.com/p/164485/Dealpath/alternatives/)

## FAQs about Dealpath

Overview

### Which roles and teams benefit most from Dealpath?

Dealpath is most used by real estate acquisitions, development, and investment teams that need to evaluate opportunities, track deals, and manage transaction pipelines. Analysts and associates use it for underwriting visibility and diligence coordination, while managers, directors, and executives rely on it for portfolio oversight, approvals, and cross-team reporting.

Answer based on 22 reviews

Overview

### What company size and industries is Dealpath built for?

Dealpath is built for small real estate investment firms, with 76% of reviewers from small businesses and 71% from real estate. It serves institutional real estate investment management firms evaluating acquisitions, development projects, debt origination, or dispositions, and also appears with commercial real estate teams at 19% and accounting firms at 5%.

Answer based on 22 reviews

Features and Usability

### What are the key features of Dealpath?

Dealpath offers deal management, pipeline management, and portfolio management for commercial real estate workflows. It also includes document management, approval process control, workflow management, role-based permissions, and activity tracking, plus reporting and analytics features such as customizable reports, visual analytics, and real-time reporting.

Integrations

### Which third-party tools and platforms does Dealpath integrate with?

Dealpath integrates with 6 third-party tools, including Box, Dropbox, Microsoft Outlook, Okta, OneLogin, and CompStak Enterprise. Its catalog covers file storage, email, identity management, and commercial real estate data platforms, giving teams a focused set of connections for daily deal and document workflows.

Answer based on 6 reviews

Getting Started and Support

### What training and onboarding options does Dealpath offer?

Dealpath provides in person training, live online sessions, webinars, documentation, and videos. In person and live online sessions support guided setup, webinars cover scheduled instruction, documentation offers written reference material, and videos provide self-paced learning for teams getting started.

Getting Started and Support

### What customer support options does Dealpath offer?

Dealpath provides email/help desk, a knowledge base, and phone support. Users describe customer service as responsive, helpful, and willing to listen to feedback, which supports day-to-day use. Some also want more product development, but support itself is generally viewed positively.

Answer based on 3 reviews

User interface

### Is Dealpath easy to use?

Dealpath offers a clean layout for deal tracking, but ease of use depends on setup and workflow needs. Many real estate teams find the interface intuitive once configured, especially for daily visibility, while others find navigation, manual data entry, dashboard customization, and admin tools time-consuming or somewhat clunky.

Answer based on 11 reviews

## Features

AI summary

Based on 13,904 Business Performance Management reviews

Capterra data shows that buyers of workflow management software rank the following features as their top priorities:

-   **Task Management** (**50%** of reviewers rated this feature as critical)
-   **Progress Tracking** (**46%**)
-   **Business Process Automation** (**43%**)

Dealpath supports all three of the features reviewers rate highest: **Task Management**, **Progress Tracking**, and **Business Process Automation**. Together, these capabilities help businesses organize work, monitor activity across processes, and automate repeatable steps, allowing teams to improve visibility, reduce manual effort, and keep work moving forward more efficiently.

Task Management

4.6 (9)

88.89% of 9 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Progress Tracking

4.4 (5)

100.00% of 5 reviewers that rated this feature as important or highly important

Reporting on how each user, task or process has advanced since its initiation

Business Process Automation

3.8 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

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

Collaboration Tools

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

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

Deal Management

4.6 (9)

100.00% of 9 reviewers that rated this feature as important or highly important

Defines specific deal parameters to negotiate and secure deals

Document Management

3.9 (8)

50.00% of 8 reviewers that rated this feature as important or highly important

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

Dealpath 52 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
- Ad hoc Reporting: Generate one-off reports that meet information requirements
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- 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
- Cash Flow Analysis: Calculates a company's working capital which is the amount of money a company has available to run its business
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
- Contact Management: Manage, organize, and store contact information
- Critical Date Alerts: Notifications received when important dates and deadlines are coming up
- Customizable Dashboard: Alter the layout and content of dashboards
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Data Import/Export: Import and export data to and from software applications
- Data Management: Ability to handle large datasets
- Data Visualization: Graphical representation of data
- Deal Management: Defines specific deal parameters to negotiate and secure deals
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information
- For Commercial Real Estate: For commercial properties such as office buildings, medical centers, malls, hotels, retail stores and other public buildings
- For Investors & Traders: Used by retail investors and active traders/day traders
- For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals.
- Forms Management: Store, manage and track all forms in a centralized location
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Mobile Access: Access software remotely via mobile devices
- Mobile App: Access the system via a mobile application
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- 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
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Workflow: Create, manage, or update project workflows.
- Property Database: Centralized database to track details of properties (including lease, tenant, and owner information)
- Real-Time Data: Receive data and information in real time
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
- 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
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Workflow Configuration: Alter the default workflow to meet your organization's needs
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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Features

4.3 (22)

4.3

Based on 22 reviews

## Pricing

Value for money

4.4 (19)

Basic

$0.01

Per Feature,Per Year

Value for money

4.4 (19)

4.4

Based on 19 reviews

## Integrations

[

Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[

Box](https://www.capterra.com/p/148766/Box/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Okta](https://www.capterra.com/p/119653/Okta/)[

OneLogin](https://www.capterra.com/p/114110/OneLogin/)[

CompStak Enterprise](https://www.capterra.com/p/209832/CompStak-Enterprise/)

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

4.7 (21)

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

4.7 (21)

4.7

Based on 21 reviews

## User reviews

Overall rating

4.5

Based on 22 reviews

Filter by rating

5(14)

4(7)

3(0)

2(0)

1(1)

Mentioned topic

Sorted by most recent

SG

Sarah G.

Vice President

Commercial Real Estate

### "Vie President"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

December 9, 2025

Pros

They really need to roll out an extensive trial period so people can see and experience this for themselves as this tool does not work.

Cons

Setting up this interface takes a long time. And it happen on our dime not dealpaths as they start billing even before the system is setup. Extremely cumbersome interface requiring the teams to manually input all the information. The interface has significantly increased workloads, as team members now have to manually import data from our systems into Dealpath. Does not integrate with other software upstream like procore / yardi.

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.

BR

Bradley R.

Senior Analyst

Commercial Real Estate

### "Great product"

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

November 28, 2023

Pros

Ability to look at deals side by side and compare deals.

Cons

The inability to integrate to some other programs/apps that we use.

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.

EW

Emme W.

Senior Analyst

Real Estate

### "Dealpath: the path to better deals"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

November 22, 2023

We've very much enjoyed being a Dealpath customer!

Pros

Dealpath allows us to keep all relevant information in a centralized location, which enables the team to stay on the same page and collaborate more effectively. I also like how adjustable the platform is to our evolving needs. We are always innovating new ways to use the platform, and it easily keeps up with our workflow.

Cons

Set up was very intensive and occasionally the admin tools are not very intuitive.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

MJ

Maddie J.

Transaction Manager

Commercial Real Estate

### "Dealpath Recommended! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

November 17, 2023

Pros

I really like the ability to leave comments within the task in each deal. It helps to be able to track the process and where things were left off. Makes it easier to have a quick reference within the task tracker itself.

Cons

There are some nuisances with the ability to change any due dates to link to a calendar date each month.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Timothy M.

Transaction Manager

Real Estate

### "Dealpath is an incredible tool for Deal Management"

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

9/10

November 15, 2023

Pros

\- task management - workflow management on an individual level (e.g. seeing upcoming tasks for the week across all my live deals, regardless of status/timeline) - macro-level deal flow reporting (sending reports of all our deals nationally and a quick snapshot of the progress of each deal) - the ability of the Dealpath team to work with us on features and improvements; I feel like they really listen to our teams' feedback and wish lists, no matter how ridiculous - ease of control over what collaborators can see/use within the system

Cons

\- lack of ability to backfill historical data (though this is hopefully coming soon for us) - Trying to design tools between either deal or property level. We have teams that operate on both levels, and trying to pull information into reports when data isn't stored at the same level can be annoying. Even though it is more a matter of trying to predict future needs than anything else, it still can be frustrating to try and implement improvements and run into this problem (though it doesn't happen as much anymore) - lack of customization in reporting exports, though I understand why this is not a feature

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

BK

Brian K.

Investments

Real Estate

### "Brian Kelly - LivCor"

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

November 9, 2023

Amazing. Staff is always looking to innovate and it's a product I'm using multiple times everyday...I would be lost without DealPath

Pros

Keeps everything organized and on track to keep team high performing

Cons

Working to get better functionality on mobile device

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.

AS

Andrew S.

Business Engineer

Real Estate

### "Review from a Tech Perspective"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

November 8, 2023

I don't work much with dealpath outside of getting data from it an supporting my business teams, but from what I've seen Dealpath provides a very competitive product in the fast-growing real estate tech environment.

Pros

\- Great UX - A functional API is super helpful - Reporting configurations are very nice - Data integrations with ESRI are pretty awesome - Administration is easy and fairly straight forward.

Cons

\- API is quite slow and is awkwardly set up so field value related to a deal have to pivoted before they are merged. - Having only 1 URL for every instance gets complicated. - More autonomy in the report interface would be a nice to have. - Some sort of dynamic mapping would be another great feature (outside of the esri map)

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

JL

Jennifer L.

Development Associate

Real Estate

### "Great Product "

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

October 18, 2023

It's a must-have tool that has not only saved us time and money but has also enhanced our overall productivity and success in the competitive world of real estate investment. Dealpath's ability to streamline communication, automate workflows, and provide real-time insights has significantly improved our efficiency and decision-making processes.

Pros

Dealpath is a game-changer for anyone in the affordable housing industry. This platform has truly revolutionized the way we handle deal tracking and collaboration. Its intuitive interface, robust features, and seamless integration capabilities have made managing complex transactions a breeze.

Cons

We would like for there to be an option to input an organizational chart.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

BB

Ben B.

Real Estate Analyst

Real Estate

### "Spark Dealpath Review"

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

7/10

October 18, 2023

Pros

I like the task list and that I am able to track what needs to be done for each site I am working with.

Cons

the task list is glitchy and not as smooth as it could be, need more space on the reports to write notes than just 11 lines

Reasons for choosing Dealpath

N/A. My company chose this product prior to me being hired.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

HM

Henry M.

Acquisitions Director

Real Estate

### "Dealpath - Expediting our Growth "

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

8/10

October 18, 2023

Dealpath has helped us expedite our growth by managing our pipeline and all tasks needed to bring projects to fruition. It has also been incredibly helpful for quick reports that are being sent out automatically to ensure everyone on our team is kept up to speed with ongoing developments.

Pros

Dealpath has made our transaction and pipeline management extremely more effective. The implementation team did a tremendous job at tailoring the software to our specific needs and handling our ongoing requests of refinement.

Cons

Would like greater customization of reporting dashboards, specifically regarding stylistic formatting. By implementing greater features here, we would have no reason to do work outside the Dealpath environment.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

[View all Reviews](https://www.capterra.com/p/164485/Dealpath/reviews/)

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