# Dealpath Software Reviews, Demo & Pricing - 2026 > Review of Dealpath Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/business-performance-managemen/dealpath-profile --- [Home](https://www.softwareadvice.com/) / [Workflow Management Software](https://www.softwareadvice.com/workflow/) / Dealpath 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. Overview [Reviews](https://www.softwareadvice.com/business-performance-managemen/dealpath-profile/reviews/)[Alternatives](https://www.softwareadvice.com/business-performance-managemen/dealpath-profile/alternatives/) # Dealpath 2026: Benefits, Features & Pricing 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 - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Dealpath 4.5 [(22)](https://www.softwareadvice.com/business-performance-managemen/dealpath-profile/reviews/) 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. Wondering if Dealpath is right for your organization? Our Workflow Management Software selection experts can help you in 15 minutes or less. ## Dealpath User Interface ## Popular Dealpath Alternatives Main Product Dealpath 4.5 [(22)](https://www.softwareadvice.com/business-performance-managemen/dealpath-profile/reviews/) Ratings Breakdown - 4.32Ease of use - 4.37Value for money - 4.71Customer support - 4.32Functionality Pricing Starting at $0.01 per year Get Price Alternative Product [Form Simplicity](https://www.softwareadvice.com/real-estate-transaction-manage/form-simplicity-profile/) 4.3 [(77)](https://www.softwareadvice.com/real-estate-transaction-manage/form-simplicity-profile/reviews/) Ratings Breakdown - 4.16Ease of use - 4.46Value for money - 4.43Customer support - 4.18Functionality Pricing Available upon request Get Price Alternative Product [dotloop](https://www.softwareadvice.com/project-management/dotloop-profile/) 4.7 [(674)](https://www.softwareadvice.com/project-management/dotloop-profile/reviews/) Ratings Breakdown - 4.52Ease of use - 4.55Value for money - 4.61Customer support - 4.57Functionality Pricing Starting at $31.99 per month Get Price Alternative Product [Qualia](https://www.softwareadvice.com/loan-origination/qualia-profile/) 4.7 [(208)](https://www.softwareadvice.com/loan-origination/qualia-profile/reviews/) Ratings Breakdown - 4.70Ease of use - 4.59Value for money - 4.52Customer support - 4.61Functionality Pricing Starting at $3599.00 per year Get Price Alternative Product [BoldTrail Back Office](https://www.softwareadvice.com/product/77631-BoldTrail-Back-Office/) 4.5 [(851)](https://www.softwareadvice.com/product/77631-BoldTrail-Back-Office/reviews/) Ratings Breakdown - 4.33Ease of use - 4.41Value for money - 4.52Customer support - 4.24Functionality Pricing Available upon request Get Price Alternative Product [NexOne](https://www.softwareadvice.com/product/526974-NexOne/) 4.8 [(20)](https://www.softwareadvice.com/product/526974-NexOne/#reviews) Ratings Breakdown - 4.55Ease of use - 4.65Value for money - 5.0Customer support - 4.65Functionality Pricing Starting at CA$15.95 per month Get Price ## 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? 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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 Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Dropbox Business Integration rated undefined from -1 review OneLogin Integration rated undefined from -1 review Okta Integration rated undefined from -1 review ## Dealpath User Reviews Overall Rating 4.5 Ratings Breakdown 5 64% 4 32% 3 0% 2 0% 1 5% 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 5 Ratings Breakdown 5 Ease of use 5 Customer support 5 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 Read More NY 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 4 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 4 Ease of use 3 Value for money 5 Customer support 3 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. Read More SG Sarah G. Verified reviewer Commercial Real Estate 51-200 employees Used monthly for less than 2 years Review source Reviewed December 2025 Vie President 1 Ratings Breakdown 1 Ease of use 1 Value for money 1 Customer support 1 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. Read More BH Brian H. Verified reviewer Real Estate 11-50 employees Used daily for more than 2 years Reviewed October 2023 Construction Lender's Review 5 Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 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. Read More IC 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 5 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 4 Ease of use 5 Value for money 5 Customer support 5 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. Read More MB Matt B. Verified reviewer Real Estate 11-50 employees Used daily for more than 2 years Reviewed October 2023 UG Dealpath Review 4 Customer service is excellent. The functionality of Dealpath can be improved in a number of areas. Ratings Breakdown 4 Ease of use 5 Customer support 4 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. Read More JL Jennifer L. Verified reviewer Real Estate 2-10 employees Used daily for less than 12 months Reviewed October 2023 Great Product 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More AS Andrew S. Verified reviewer Real Estate 201-500 employees Used weekly for less than 2 years Reviewed November 2023 Review from a Tech Perspective 4 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 5 Ease of use 5 Value for money 4 Customer support 4 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) Read More Brian D. Verified reviewer Accounting 11-50 employees Used daily for less than 12 months Review source Reviewed September 2019 DealPath Task Manager 4 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 5 Ease of use 5 Value for money 4 Customer support 4 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. Read More BK Brian K. Verified reviewer Real Estate 51-200 employees Used daily for more than 2 years Review source Reviewed November 2023 Brian Kelly - LivCor 5 Amazing. Staff is always looking to innovate and it's a product I'm using multiple times everyday...I would be lost without DealPath Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Keeps everything organized and on track to keep team high performing Cons: Working to get better functionality on mobile device Read More Showing 1 - 10 of 22 Reviews [See All Reviews](https://www.softwareadvice.com/business-performance-managemen/dealpath-profile/reviews/) ## Other Top Recommended Workflow Management Software [Smartsheet](https://www.softwareadvice.com/project-management/smartsheet-profile/) **4.5** (3518) Recently recommended **50** times [Wrike](https://www.softwareadvice.com/project-management/wrike-profile/) **4.4** (3016) Recently recommended **48** times [kintone](https://www.softwareadvice.com/project-management/kintone-profile/) **4.7** (153) Recently recommended **29** times [Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/) **4.4** (329) Recently recommended **18** times Stuck Between Options? 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