Dealpath 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

Wondering if Dealpath is right for your organization?

Our Workflow Management Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Dealpath

4.5

(22)

Pricing

Starting at $0.01 per year

About Dealpath

Dealpath is a cloud-based deal management platform. It is designed for corporate development, venture capital, and private equity professionals.

Dealpath offers key features for managing the deal lifecycle in one place. It provides deal tracking, document management, task management, and reporting tools. Integrations with Dropbox, Box, and Google Drive allow users to ingest documents into the platform automatically. Dealpath also offers implementation services to help clients configure the software to match their unique deal workflow and processes.

The Dealpath platform can be deployed through the cloud and accessed via web browser or mobile app. Dealpath provides onboarding, training, and ongoing support to help clients maximize the value from the software. Regular product updates are released to enhance functionality continually.

Dealpath Screenshots

Dealpath Pricing and Plans

Starting price: $0.01 per year

Free Trial

Free Version

Basic

$0.01

per feature, per year

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Dealpath Features

Popular features found in Workflow Management
Access Controls/Permissions
Alerts/Notifications
Approval Process Control
Collaboration Tools
Compliance Tracking
Document Management
Drag & Drop
Forms Management
Reporting/Analytics
Search/Filter
Third-Party Integrations
More features of Dealpath
Activity Dashboard
Activity Tracking
Ad hoc Reporting
API
Business Process Automation
Calendar Management
Cash Flow Analysis
Commenting/Notes
Contact Management
Critical Date Alerts
Customizable Dashboard
Customizable Fields
Customizable Reports
Data Import/Export
Data Management
Data Visualization
Deal Management
Document Storage
Email Alerts
For Commercial Real Estate
For Investors & Traders
For Real Estate
Interaction Tracking
Mobile Access
Mobile App
Monitoring
Pipeline Management
Portfolio Management
Progress Tracking
Project Workflow
Property Database
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
Strategic Planning
Task Management
Visual Analytics
Workflow Configuration
Workflow Management

Dealpath Integrations

Box

Microsoft Outlook

Dropbox Business

OneLogin

Okta

Dealpath User Reviews

Overall Rating

4.5

Ratings Breakdown

64%

32%

Secondary Ratings

Ease of Use

4.3

Value for money

4.4

Customer support

4.7

Functionality

4.3

Timothy M.

Verified reviewer

Real Estate

201-500 employees

Used daily for more than 2 years

Reviewed November 2023

Dealpath is an incredible tool for Deal Management

Ratings Breakdown

Ease of use

Customer support

Functionality

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

Nathaniel Y.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 12 months

Reviewed October 2023

Works well, small improvements can be made

Overall, it's been pleasant and convenient to organize and track my progress with my work. Some small annoying issues but otherwise it's been helpful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The product is easy enough to use and has good flexibility for admins to create various dashboards and views for the team to utilize. Any number of tasks or sections can be created and can help organize workflow. The deal information section is also helpful for team members to quickly access and use the data we have on hand quickly.

Cons:

It would be helpful to be able to navigate around the deal and still come back to a task that I was writing a comment for to still have the comment there rather than deleting everything the moment I misclick outside the box. Dislike how there isn't just an easy override button for the deal info section when there is more than one building and if DDI doesn't catch it, I have to specifically input the acres or SF or any other information building by building. The challenging part is when it's a contiguous parcel and I don't know the breakdown. Also not being able to keep tasks open and still go into the deal info section of the same deal. Sometimes I need to refer to the deal info section. The current way of manually putting in one section to pull at a time just takes too much time when all the information is just the next section over. Also, would be nice to be able to access the deal that I'm working on from the assignments area. It's helpful that the assignments section organizes my due assignments but can be annoying to have to open a second tab in order to look up other details about the deal. Please add a function to look into to the deal.

Sarah G.

Verified reviewer

Commercial Real Estate

51-200 employees

Used monthly for less than 2 years

Review source

Reviewed December 2025

Vie President

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Brian H.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Reviewed October 2023

Construction Lender's Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Dealpath is great for transaction management and organizing critical dates/tasks. We structure our pipeline meetings directly from the reporting dashboards and are starting to work on creating investment committee memos directly from Dealpath inputs. The customer service is top-notch and are overall excited about utilizing Dealpath more in our daily business activities.

Cons:

There are a ton of limitations on Dealpath which seem like easy fixes, but we need more customization and formatting when it comes to info view pages and reporting dashboards. We need more dynamic info fields and ability to do mass uploads.

Ivan C.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Reviewed October 2023

Great tool for CRE deal managers

Dealpath is a great product that our team uses extensively. In addition to managing our deal pipeline, our team can build out custom screens for the asset management of our properties. The Dealpath customer success team is attentive and has played a key role in the successful deployment of the platform.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Once set up, the platform is intuitive for all users including ones that do not have as much experience with Dealpath. All the information is laid out in one place and reports can be auto-generated weekly. The Dealpath team is constantly upgrading the platform with monthly updates which provide more tools for CRE deal managers to improve efficiency.

Cons:

Building out the initial setup was time consuming and tedious but sounds like Dealpath has made improvements to facilitate that process since we adopted the platform.

Reasons for switching to Dealpath

The previous platform did not have as much flexibility for our team to make admin changes to the platform.

Matt B.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Reviewed October 2023

UG Dealpath Review

Customer service is excellent. The functionality of Dealpath can be improved in a number of areas.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

It contains most of the relevant information we need to make daily decisions.

Cons:

It is very manual and not automated in a flexible way.

Reasons for choosing Dealpath

Dealpath is the industry leader for our business.

Jennifer L.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Reviewed October 2023

Great Product

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Andrew S.

Verified reviewer

Real Estate

201-500 employees

Used weekly for less than 2 years

Reviewed November 2023

Review from a Tech Perspective

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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)

Brian D.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 12 months

Review source

Reviewed September 2019

DealPath Task Manager

Our customer service experience and day-to-day use of the product have been very beneficial to our work. We would like to see more development made in the future. For example, tasking assignments out and being able to see them on a calendar or convert them to a spreadsheet would be very helpful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like the most about this software is how easy it is to add tasks, due dates, and who the task is assigned to. It has made my job and my team's job much more efficient having everything schedule out for a week+.

Cons:

What I liked the least about the software is the lag time when you have a lot of items on a checklist. We have certain complex tasks that involve a lot (30+) of checklist items, and the software takes a while to load these. It takes even longer to update if you need to change a due date or an assignee. But, otherwise, all of the other tasks load quickly.

Brian K.

Verified reviewer

Real Estate

51-200 employees

Used daily for more than 2 years

Review source

Reviewed November 2023

Brian Kelly - LivCor