Dealpath review

Dealpath is a deal management system for real estate investment teams, and its CRM exists to track the relationships behind each deal. Teams log calls, meetings and offering submissions from brokers, JV partners, lenders and capital partners, with an optional Outlook integration to capture email, and every contact links to deals, assets, properties, funds, investments, loans and leases. That lets an acquisitions head see which brokers send the most relevant deals and which partners actually close. Around the CRM sit pipeline management, AI deal screening, Excel underwriting with Dealpath data, portfolio insights and Dealpath Connect, a private exchange carrying listings from JLL, CBRE, Cushman & Wakefield and other brokerages. Plans are Professional and Enterprise, typically for teams of five or more, and pricing comes only after a demo. For a solo investor or a brokerage it is the wrong tool, but for institutional acquisitions teams the CRM is part of the deal record rather than a separate system.

Who it is for

Institutional investors tracking acquisitions, brokers and capital partners

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Logs calls, meetings and deal submissions from brokers, JV partners and capital partners
• Optional Outlook integration for capturing broker interactions
• Contacts linked to deals, assets, properties, funds, loans and leases
• Dealpath Connect private exchange with listings from JLL, CBRE and Cushman & Wakefield
• Integrations with MSCI, CompStak and Esri

Strengths and weaknesses

• Strength: CRM sits next to pipeline, underwriting and portfolio data
• Strength: White glove implementation and ongoing support on all plans
• Strength: Measures which brokers bring the deals that close
• Weakness: Plans typically require at least five users
• Weakness: No published prices; quotes come after a demo
• Weakness: Built for investors, not for brokers running listings

Key facts

• Minimum team: Typically five users
• Plans: Professional and Enterprise
• Email integration: Outlook (optional)
• Security: SOC 2 Type 2

Where it ranks

Dealpath is No. 7 in our Best CRM for Commercial Real Estate verdict.