Your firm relies on proven processes, workflows and data protocols that have driven your success. Dealpath’s goal is to add scalability and visibility to your current process, not replace it.
During Dealpath’s white-glove implementation process, our team will configure the platform to your unique needs based on your internal processes, data sources and investment strategy, without fundamentally altering workflows.
After your firm completes implementation, your team will be managing their pipeline and workflows out of the live platform, including simplified access to real-time and historical data.
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*SaaS industry average Net Promoter Score according to a Retently Study
Without a knowledgeable team to provide guidance, implementing new software is a time-consuming process that distracts you from what matters most: deal execution. Dealpath handles the heavy lifting of configuring your platform for a seamless transition. Throughout the process, the Dealpath implementation team will work closely with you to standardize your processes based on unique workflows, ensuring you receive the support and direction you deserve.
As software professionals who are well-versed in commercial real estate workflows, due diligence, modeling, investment criteria, reporting needs, data, and more, the Dealpath implementation team excels in sculpting the platform to your precise requirements.
Your Implementation Manager will spearhead the implementation process, working directly with the project team to understand your business workflows and configure the platform to meet your needs.
Your Implementation Analyst will work with the Implementation Manager to handle the heavy lifting of platform configuration, including data imports, workflow creation and more.
Your Customer Success Manager will be your dedicated point of contact after the implementation process to answer questions, provide product updates, and assist with ongoing configuration.
Dealpath’s goal is to streamline your processes and workflows through a centralized platform where all your data is stored, updated and accessible in real time, giving your team the tools to collaborate without friction.
The hands-on approach ensures that you’ll go live with a robust tool that’s fully configured to your internal processes and preferences. After launch, your team will be equipped with the tools, knowledge, data and everything else required to transition your investment processes to Dealpath.
You’ll have multiple opportunities to ask questions, learn more about the platform’s capabilities and shape your instance based on your evolving needs.
Once the platform is live and your team is managing deals directly in Dealpath, you’ll begin working with a dedicated, in-house Customer Success Manager. As your needs change, your CSM will be available to:
