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Key Differences between CRM and Real Estate Deal Management

Building a purposeful tech stack is a top priority for institutional investors, but new solutions have enabled deal teams to invest with speed and precision. 

Driving Maximum Portfolio Value & Building Efficiencies With Deal Management Software

CRMs–customer relationship management tools–are no longer a catch-all solution for deal tracking. In today’s fast-paced market, leading deal teams rely on deal management software to collaboratively manage their pipelines, while managing contacts and sales data in CRMS:

  • The differences between CRM software and deal management software: understand why relying on sales-focused software in a vacuum significantly limits the potential of deal teams
  • Why deal management software is essential in today’s market: learn how leading deal teams outperform competitors by centralizing deal pipeline, tasks, files, data and more
  • How to build a goal-oriented tech stack: Discover how firms unlock new value by leveraging both types of software for their intended purposes

Deploying the right software for the right purpose can add meaningful value across the real estate firm. Learn more about the differences between CRMs and deal management software–and how each fulfills critical goals–by downloading this white paper.

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Real Estate Investment Managers


Let this guide outline the high level features and benefits you should look for in evaluating deal management software.

Panel Discussion

The latest Realcomm webinar featured commercial real estate experts including Joe Moskowtiz, Dealpath's Director of Business Development and Strategic Solutions, as well as Chuck Niswonger, President of NiceNets Consulting. During the webinar, they explored how IT teams should both identify when it's time to implement new software and how to conduct a strategic search for efficiency-boosting software.

Panel Discussion

Compared to even one year ago, firms have drastically increased their usage of deal data for predictive insights about current trends and upcoming investment decisions. Learn how your firm can build data efficiencies with the right software in a Realcomm webinar led by Gary Kao, Dealpath's VP of Business Development and Operations.

Get a personalized demo of Dealpath from one of our experts