Difficult to delete multiple files from a single task all at once.

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.

The Dealpath customer success team is attentive and has played a key role in the successful deployment of the platform.

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

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.

The software has great functionality and is very easy to use. I love how searchable it is.

We structure our pipeline meetings directly from the reporting dashboards and are starting to work on creating investment committee memos directly from Dealpath inputs.

Dealpath is great for transaction management and organizing critical dates/tasks.

I find dealpath to be very user friendly. Never had a problem using it.

This software enhances the communication among the members of our Acquisitions team and our stakeholders. It allows us to share information, while constantly checking for accuracy.

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.

A functional API is super helpful. Reporting configurations are very nice.

The customer service is top-notch and are overall excited about utilizing Dealpath more in our daily business activities.

Fantastic Deal Management and Workflow Platform.

The product is easy enough to use and has good flexibility for admins to create various dashboards and views for the team to utilize.

Data integrations with ESRI are pretty awesome. Administration is easy and fairly straight forward.

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

Lack of customization in reporting exports, though I understand why this is not a feature.

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.

Ease of deployment-Highly Customizable-Scalable-Easy for reporting.

The integration has been very good of the tool with Hubspot and it comes at a very decent price.

The platform is robust and provides enough automation to automate any workflow. The customer support is amazing, the folks are quick to respond and help you out running with particular requirements.

Integrations with outlook sometimes do not work for a couple days with no apparent reasons. After a couple days it will work again.

It is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management.

Monday is easy to organize and understand, with customization options that enable different teams to track their progress.

Monday's Paid Plan really has everything you need, and MORE than you'll ever need if you run a small company or a personal project. Very color and very fun.

The main business we solved on monday.com is the CRM. Because in a travel agency business, customer service is a key to success.

Love the combination of features on Monday.com.

Everything from the customer support to the ability to build API makes Monday.com my go to platform for project management and CRM as well as communication management.

Easy to use, easy to manage, easy to implement. The Monday.com portal software has improved our communications with our customers and is extremely intuitive.

Before we used an old fashioned T Card set up, writing all our projects onto little bits of paper, sadly paper goes missing and clients end up unhappy.

Forget task lists that never seem to end. Forget gaant charts that no one has the time to implement.

Great discount for start-ups. You can write email updates directly to boards.

Monday has a lot o features and is highly customizable, you can use basically for whatever you want. If you need a CRM good, if you need to track process is also an amazing tool.

We switched over to Monday.com and have LOVED the ease of use and organization.

Higher authorities saves lot of time and they concentrate on other crucial tasks where they can improve the business Profits. We found good Return on Investment by using this tool.

Monday.com was super easy to set up and get working right away. It's as basic as it gets but with all of the right tools and functionality.

The software has a very clear dashboard so it is easy to learn how to use it. Also, it is easy to edit the tasks and integrate other features like online meetings, etc.

Took me a while to research and I still can't fully harness Monday for my own use. I have a tech support background and can barely figure it out. So good luck.).

Our sales team used this before moving over to Freshsales, and they were very pleased with the interface and the price. My legal team also used it for reviewing contracts, and were also very happy.

US Dollar

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.

LongDescription

Real Time Analytics

Access Controls/Permissions

Workflow Configuration

Portfolio Management

Strategic Planning

Project Management

Calendar Management

Collaboration Tools

Data Import/Export

Contact Management

Configurable Workflow

Mobile Access

Real Time Data

Workflow Management

Real-time Updates

Alerts/Notifications

Reporting & Statistics

Data Visualization

Deal Management

Business Process Automation

Interaction Tracking

Reporting/Analytics

Customizable Dashboard

Pipeline Reports

Third-Party Integrations

Task Management

Document Management

Search/Filter

Critical Date Alerts

Commenting/Notes

Project Workflow

Email Alerts

Customizable Reports

Document Storage

Activity Tracking

For Investors & Traders

Progress Tracking

Ad hoc Reporting

Cash Flow Analysis

Approval Process Control

Rules-Based Workflow

Pipeline Management

Customizable Fields

Property Database

Role-Based Permissions

Real-Time Notifications

Forms Management

Visual Analytics

Activity Dashboard

For Real Estate

Real Time Reporting

Compliance Tracking

Monitoring

Task Progress Tracking

For Commercial Real Estate

Dealpath offers three subscription package levels: Growth, Professional, and Enterprise.
Contact Dealpath for pricing information.

Email/Help Desk

Knowledge Base

Phone Support

11-50

51-200

201-500

501-1000

1000+

Dealpath

In Person

Live Online

Webinars

Documentation

Videos

Built on top of monday.com Work OS, monday sales CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to post-sales management like client projects and client onboarding - all on one centralized platform. monday sales CRM is an ideal solution for small- to medium-sized businesses, it is also a perfect match for small business owners, sales managers and teams.

monday sales CRM enables sales teams to create no-code automations to significantly reduce repetitive manual work that takes time away from focusing on customers. They can capture leads from any source and centralize them in one place. As expected from any reliable CRM, they can manage their contacts’ information, track every deal's status, grow lasting customer relationships, and more. Managers get a full overview of their entire sales team's capacity and progress with no-code dashboards that they can easily build themselves. The interface is visually pleasing and incredibly intuitive to use, which makes it easier for teams and managers to adopt it. If other teams like legal, finance, IT, and marketing use monday.com Work OS, sending documents for approval and doing other important processes can be run unhindered within the platform which means more efficient work processes and cross-department collaboration.

The two-way email integration with Gmail and Outlook allows you to send and receive emails directly from monday sales CRM. In addition, you get all the relevant customer information along with every interaction you’ve had with them, all in a single view. On a customizable level, you can create email templates that autofill with your customers’ information existing in your CRM, personalize an email signature, get reminders to send emails, and automate sending response emails at the right time. And when it comes to tracking, monday sales CRM sends you a live notification when a customer opens a sent email ensuring you always keep communication flowing.

Beyond the run of the mill sales operations, monday sales CRM gives sales teams the capability to manage post-sales operations. This includes onboarding new clients, managing client projects, tracking client collection, and gaining insight into what clients need and exactly when they need it. As for managers, sales operations can be handled much more efficiently. This includes managing the sales team hiring process, speeding up the sales team onboarding process, and of course, tracking and managing sales team's goals and ensuring everyone reaches their quotas. For sales teams it includes building up sales collateral with the most up-to-date sales materials, as well as creating a library of the documents needed to close deals.

For anyone concerned about giving up the tools they already use, monday sales CRM seamlessly integrates with the tools and apps sales teams already use every day. 

Finally, when it comes to setup, it is one of the fastest in the market. In fact, there is no need for an IT expert or a developer to run the setup, it can all be done yourself. Plus there are ready-made templates available which means you can quickly get started. This doesn't just include setting up the solution but actually importing all your existing data and information in a smooth and hassle-free manner that doesn't take months. So if you're concerned about the common headache of slow and laborious implementation, you can take a breath because it doesn't get any easier than this.

Forecasting

Internal Chat Integration

Lead Capture

Sales Pipeline Management

Calendar/Reminder System

Projections

Customer Database

Activity Management

Sales Trend Analysis

Lead Generation

Email Templates

Opportunity Management

Lead Management

Email Marketing

Sales Reports

Sales Activity Management

Territory Management

Social Media Integration

Email Management

Segmentation

Reminders

Customizable Templates

Calendar Sync

Contact Database

Lead Qualification

Quotes/Estimates

Drag & Drop

Sales Forecasting

Campaign Management

Prioritization

Marketing Automation

Task Scheduling

Template Management

Performance Metrics

Web browser (OS agnostic)

monday.com offers a free forever plan for up to 2 seats, after which pricing scales based on the number of seats, as well as functionality needed. Paid plans start at $10.00/seat/month, billed annually, for the Basic plan and include a minimum of 3 seats. Other plans are outlined below:

Basic plan: starting at $12/seat/month billed monthly
Standard plan: starting at $17/seat/month billed monthly
Pro plan: starting at $28/seat/month billed monthly
Enterprise: contact monday.com for enterprise pricing

14 days free trial, no credit card needed.
30-day money back guarantee.


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