Dealpath’s CRM captures outreach, touchpoints, and contacts alongside deal data, with an optional Outlook Add-In, to maximize your relationship edge. Systematize off-market deal sourcing and track relationships with brokers and capital partners.
View a record of all activity tied to brokers, partners, and stakeholders across your pipeline or in any given deal, from emails and calls to past performance.
Systematize off-market deal outreach, surface capital partner and broker activity to deepen high-impact relationships, and stay ahead of the market.
Empower deal teams with a shared view of every interaction tied to deals, assets, and contacts to avoid missed handoffs or duplicated outreach.
Turn relationship history into actionable insights to inform capital partnerships, strengthen sourcing strategies, and guide future deal decisions.
Log calls, meetings, and submissions in context to measure business impact and prioritize top capital partners, JV partners, brokers, and other relationships—including interactions via Outlook.
Assign reminders, log interactions, and view communication within the deal execution process to prevent missed follow-ups or unclear ownership that can stall deals.
Connect contacts to deals, assets, properties, funds, investments, loans, and leases, including external partners like lenders and attorneys—to build institutional knowledge.
Dealpath’s CRM connects your team to the people behind every deal, capturing key interactions via Outlook, surfacing top partners, and turning relationships into your competitive edge.
Stay in the loop about deal management best practices, upcoming events, industry trends and more.
