Quick Overview
- 1#1: Dealpath - End-to-end platform for real estate investors to source, underwrite, track, and execute deals collaboratively.
- 2#2: DealCloud - Robust CRM for capital raising, deal origination, and pipeline management in real estate and financial services.
- 3#3: Northspyre - AI-driven real estate development platform for budgeting, forecasting, and deal lifecycle tracking.
- 4#4: VTS - Commercial real estate platform for leasing, asset management, and deal workflow automation.
- 5#5: Realvolve - Real estate CRM with automated transaction management, workflows, and deal pipeline tracking.
- 6#6: Follow Up Boss - Real estate CRM specializing in lead management, nurturing, and sales pipeline tracking.
- 7#7: kvCORE - All-in-one real estate platform with AI CRM, IDX websites, and transaction coordination tools.
- 8#8: dotloop - Digital transaction and deal management platform with e-signatures and compliance tracking.
- 9#9: SkySlope - Brokerage back-office software for transaction management, compliance, and deal coordination.
- 10#10: Pipedrive - Visual sales pipeline CRM tool highly adaptable for real estate deal tracking and management.
We ranked these tools based on robust feature sets, user experience, reliability, and overall value, ensuring they excel in key areas like collaboration, automation, and compliance to meet the demands of modern real estate professionals.
Comparison Table
Real estate deal tracking software streamlines complex transactions, and this comparison table breaks down leading tools like Dealpath, DealCloud, Northspyre, VTS, Realvolve, and more. Readers will learn key features, pricing, and use cases to find the right solution for their workflow needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Dealpath End-to-end platform for real estate investors to source, underwrite, track, and execute deals collaboratively. | specialized | 9.7/10 | 9.8/10 | 9.2/10 | 9.0/10 |
| 2 | DealCloud Robust CRM for capital raising, deal origination, and pipeline management in real estate and financial services. | enterprise | 9.1/10 | 9.5/10 | 8.2/10 | 8.7/10 |
| 3 | Northspyre AI-driven real estate development platform for budgeting, forecasting, and deal lifecycle tracking. | specialized | 8.7/10 | 9.2/10 | 8.0/10 | 7.8/10 |
| 4 | VTS Commercial real estate platform for leasing, asset management, and deal workflow automation. | enterprise | 8.3/10 | 8.9/10 | 7.9/10 | 7.6/10 |
| 5 | Realvolve Real estate CRM with automated transaction management, workflows, and deal pipeline tracking. | specialized | 8.2/10 | 8.5/10 | 8.4/10 | 7.7/10 |
| 6 | Follow Up Boss Real estate CRM specializing in lead management, nurturing, and sales pipeline tracking. | specialized | 8.1/10 | 7.8/10 | 9.2/10 | 7.6/10 |
| 7 | kvCORE All-in-one real estate platform with AI CRM, IDX websites, and transaction coordination tools. | specialized | 7.6/10 | 7.8/10 | 8.0/10 | 7.0/10 |
| 8 | dotloop Digital transaction and deal management platform with e-signatures and compliance tracking. | specialized | 8.4/10 | 8.6/10 | 8.8/10 | 7.9/10 |
| 9 | SkySlope Brokerage back-office software for transaction management, compliance, and deal coordination. | enterprise | 8.1/10 | 8.5/10 | 7.6/10 | 7.9/10 |
| 10 | Pipedrive Visual sales pipeline CRM tool highly adaptable for real estate deal tracking and management. | other | 7.2/10 | 7.0/10 | 8.5/10 | 7.5/10 |
End-to-end platform for real estate investors to source, underwrite, track, and execute deals collaboratively.
Robust CRM for capital raising, deal origination, and pipeline management in real estate and financial services.
AI-driven real estate development platform for budgeting, forecasting, and deal lifecycle tracking.
Commercial real estate platform for leasing, asset management, and deal workflow automation.
Real estate CRM with automated transaction management, workflows, and deal pipeline tracking.
Real estate CRM specializing in lead management, nurturing, and sales pipeline tracking.
All-in-one real estate platform with AI CRM, IDX websites, and transaction coordination tools.
Digital transaction and deal management platform with e-signatures and compliance tracking.
Brokerage back-office software for transaction management, compliance, and deal coordination.
Visual sales pipeline CRM tool highly adaptable for real estate deal tracking and management.
Dealpath
specializedEnd-to-end platform for real estate investors to source, underwrite, track, and execute deals collaboratively.
Dynamic visual deal pipelines with real-time scenario modeling and automated workflows
Dealpath is a comprehensive cloud-based platform designed specifically for real estate investment teams to manage the entire deal lifecycle from sourcing and underwriting to closing and asset management. It offers visual pipeline tracking, collaborative data rooms, automated workflows, and advanced analytics to centralize deal data and facilitate team collaboration. With seamless integrations to tools like Excel, CRM systems, and cap table software, it enables data-driven decision-making for institutional investors and developers.
Pros
- Highly customizable visual pipelines for intuitive deal tracking
- Robust collaboration tools including secure data rooms and investment committee portals
- Advanced analytics and scenario modeling for precise underwriting
Cons
- Enterprise-level pricing may be steep for smaller firms
- Initial setup and customization require time investment
- Advanced features have a moderate learning curve
Best For
Mid-to-large real estate investment firms and developers handling complex, high-volume deal pipelines.
Pricing
Custom enterprise pricing, typically starting at $10,000+ annually with tiered plans based on users and features.
DealCloud
enterpriseRobust CRM for capital raising, deal origination, and pipeline management in real estate and financial services.
Relationship Intelligence engine that automatically maps and surfaces connections across your network for faster deal sourcing
DealCloud is a robust CRM platform tailored for real estate investment firms, private equity, and capital markets professionals, enabling comprehensive deal tracking from sourcing leads to portfolio management. It offers advanced pipeline visualization, relationship intelligence, and workflow automation to streamline complex transactions across the capital stack. With real-time collaboration and market data integrations, it supports teams in managing high-volume deals efficiently.
Pros
- Exceptional deal pipeline management with customizable workflows
- Powerful relationship intelligence for uncovering hidden opportunities
- Seamless integrations with market data and third-party tools
Cons
- Steep learning curve for new users due to extensive customization options
- High enterprise pricing not suitable for small firms
- Occasional performance lags with very large datasets
Best For
Mid-to-large real estate investment firms and private equity groups handling complex, high-value deals requiring advanced CRM and collaboration.
Pricing
Custom enterprise pricing, typically starting at $100+ per user/month with annual contracts; contact sales for quotes.
Northspyre
specializedAI-driven real estate development platform for budgeting, forecasting, and deal lifecycle tracking.
AI Risk Forecaster that predicts budget overruns and schedule delays in real-time using historical data and machine learning
Northspyre is an AI-powered capital project management platform tailored for real estate developers and investors, enabling comprehensive tracking of budgets, schedules, documents, and risks throughout the deal lifecycle. It centralizes financial forecasting, change order management, AP automation, and investor reporting to ensure projects stay on track and profitable. The software integrates with accounting tools like Yardi and Procore, providing real-time analytics and dashboards for data-driven decisions.
Pros
- Advanced AI-driven forecasting and risk analysis for precise budget control
- Seamless integrations with key real estate tools like QuickBooks and Oracle
- Robust document management and collaboration features for team efficiency
Cons
- High enterprise-level pricing limits accessibility for smaller firms
- Steep learning curve for complex modules and custom setups
- Less emphasis on early-stage deal sourcing and pipeline management compared to pure CRM tools
Best For
Mid-to-large real estate developers and investment firms managing complex, multi-million-dollar capital projects from acquisition through execution.
Pricing
Custom enterprise pricing starting at around $10,000 annually, scaled by project volume and users; no public tiers available.
VTS
enterpriseCommercial real estate platform for leasing, asset management, and deal workflow automation.
VTS Market, an integrated marketplace connecting brokers, owners, and prospects with real-time comps and deal benchmarking data
VTS (vts.com) is a leading commercial real estate platform specializing in leasing and asset management, with robust deal tracking capabilities for managing pipelines from prospecting to lease execution. It enables real-time collaboration between owners, brokers, and tenants, while providing analytics on market trends, occupancy, and performance metrics. Ideal for multifamily, office, retail, and industrial properties, VTS streamlines deal workflows and integrates with property management systems.
Pros
- Powerful deal pipeline visualization and tracking with customizable stages
- Real-time collaboration tools and broker portals for seamless teamwork
- Advanced analytics and market intelligence for data-driven decisions
Cons
- Enterprise-level pricing limits accessibility for smaller portfolios
- Steeper learning curve for advanced reporting and integrations
- Primarily optimized for commercial leasing, less flexible for residential or development deals
Best For
Large commercial real estate owners, managers, and leasing teams handling high-volume portfolios across office, retail, and multifamily properties.
Pricing
Custom enterprise pricing based on portfolio size, typically starting at $10,000+ annually with tiered plans for additional features.
Realvolve
specializedReal estate CRM with automated transaction management, workflows, and deal pipeline tracking.
Advanced workflow automation that automatically triggers tasks, emails, and notifications based on deal progress
Realvolve is an all-in-one CRM platform tailored for real estate professionals, excelling in deal tracking through customizable pipelines, automated workflows, and comprehensive transaction management. It centralizes leads, contacts, tasks, and documents, enabling seamless collaboration from initial contact to closing. The software also integrates marketing automation and client portals for efficient deal progression and communication.
Pros
- Robust pipeline and transaction tracking with checklists and deadlines
- Powerful automation workflows for deal stages
- Integrated mobile app and team collaboration tools
Cons
- Pricing can be steep for solo agents or small teams
- Initial setup and customization has a learning curve
- Reporting and analytics are solid but not as advanced as top competitors
Best For
Real estate teams and agents seeking an integrated CRM for end-to-end deal management and automation.
Pricing
Starts at $99/user/month (Pro plan), $199/user/month (Elite), with Enterprise custom pricing; annual discounts available.
Follow Up Boss
specializedReal estate CRM specializing in lead management, nurturing, and sales pipeline tracking.
One-click texting and calling integrated directly into deal pipelines for instant agent-client communication
Follow Up Boss is a real estate CRM platform that emphasizes lead management and automated follow-ups, with built-in pipeline tools for tracking deals from lead to close. It allows users to customize stages, assign tasks, and monitor progress through visual boards and smart lists. While strong in communication automation, its deal tracking features integrate texting, calling, and email directly into pipelines for efficient transaction oversight.
Pros
- Highly intuitive interface with drag-and-drop pipelines for easy deal tracking
- Seamless integrations with MLS, lead sources, and tools like Google Workspace
- Powerful automation for follow-ups, reminders, and team collaboration
Cons
- Lacks advanced transaction management like e-signatures or compliance checklists found in dedicated tools
- Reporting and analytics are solid but not as customizable for complex deal forecasting
- Pricing scales quickly for larger teams with add-ons
Best For
Real estate agents and small teams who need streamlined lead-to-deal pipelines with strong communication automation.
Pricing
Starts at $69/user/month (Essentials, billed annually) up to $599/user/month (Enterprise); team plans available with custom quotes.
kvCORE
specializedAll-in-one real estate platform with AI CRM, IDX websites, and transaction coordination tools.
Transaction+ Center for centralized deal pipelines, e-signatures, compliance checklists, and team collaboration
kvCORE is an all-in-one real estate platform that includes transaction management tools for tracking deals from lead capture through closing. It features customizable pipelines, task automation, document storage, and collaboration features to streamline deal progression. While primarily a CRM and marketing suite, its deal tracking integrates seamlessly with lead nurturing and IDX websites for end-to-end workflow support.
Pros
- Seamless integration with CRM, lead gen, and IDX for holistic deal management
- Customizable pipelines and automated task workflows
- Mobile app for on-the-go deal tracking and updates
Cons
- Expensive for users focused solely on deal tracking
- Steep learning curve due to extensive feature set
- Reporting and analytics less specialized than dedicated tools
Best For
Real estate agents and teams needing integrated deal tracking within a full CRM and marketing platform.
Pricing
Custom pricing starts around $300/month for solo agents, scaling to $500+ for teams with advanced features.
dotloop
specializedDigital transaction and deal management platform with e-signatures and compliance tracking.
Customizable Loop rooms that centralize tasks, documents, messages, and e-signatures for each deal in one organized hub
Dotloop is a real estate transaction management platform designed to streamline deal tracking from offer acceptance to closing. It offers customizable pipelines, automated task lists, collaborative 'Loop' rooms for document sharing and e-signatures, and mobile access for on-the-go updates. The software integrates with MLS systems and CRMs to centralize deal data, helping agents monitor progress, deadlines, and team communications efficiently.
Pros
- Intuitive mobile app for real-time deal updates
- Unlimited e-signatures and extensive real estate form library
- Strong team collaboration via shared Loop rooms
Cons
- Pricing scales quickly for larger teams
- Limited advanced reporting and analytics
- Occasional integration glitches with certain MLS systems
Best For
Real estate agents and small teams managing high-volume transactions who prioritize mobility and seamless e-signing.
Pricing
Starts at $29/user/month (Pro), $49/user/month (Business), with Enterprise custom pricing; free trial available.
SkySlope
enterpriseBrokerage back-office software for transaction management, compliance, and deal coordination.
SkySlope Compliance Engine for real-time automated form and regulatory compliance auditing
SkySlope is a robust real estate transaction management platform designed to streamline deal tracking from contract to closing for brokers and agents. It offers automated workflows, e-signatures, compliance checks, and task management to ensure deals progress efficiently while minimizing errors. The software integrates with MLS systems and provides mobile access for on-the-go updates, making it a solid choice for back-office deal oversight.
Pros
- Powerful compliance engine automates regulatory checks
- Seamless transaction pipeline tracking with task automation
- Strong integrations with MLS and e-signature tools
Cons
- Steep learning curve for new users
- Limited front-end CRM and lead generation features
- Pricing can escalate for larger teams
Best For
Mid-to-large real estate brokerages prioritizing compliant transaction management and deal closing efficiency over lead nurturing.
Pricing
Custom pricing starting at around $29/user/month for basic plans, scaling up to $99+/user/month for enterprise features with transaction-based fees.
Pipedrive
otherVisual sales pipeline CRM tool highly adaptable for real estate deal tracking and management.
Drag-and-drop visual sales pipeline that makes tracking real estate deals intuitive and stage-focused
Pipedrive is a versatile sales CRM platform that excels in visual pipeline management, allowing real estate agents to track deals from lead generation through closing with customizable stages. It supports deal tracking with activities, emails, and notes attached to each property or client, plus automation for follow-ups. While not real estate-specific, its flexibility makes it adaptable for solo agents or small teams monitoring deal progress without advanced property management needs.
Pros
- Intuitive drag-and-drop pipeline for visualizing deal stages
- Custom fields and automation for tracking property details and tasks
- Strong mobile app for on-the-go deal updates
Cons
- Lacks native real estate integrations like MLS or transaction management
- Reporting tools are basic and not tailored for real estate analytics
- Requires significant customization for complex deal tracking
Best For
Small real estate teams or solo agents seeking a simple, visual CRM for basic deal pipeline management without specialized property features.
Pricing
Starts at $14.90/user/month (Essential) up to $99/user/month (Enterprise), billed annually; free trial available.
Conclusion
After reviewing 10 top real estate deal tracking tools, Dealpath leads as the top choice, boasting an end-to-end platform for collaborative sourcing, underwriting, and execution. DealCloud follows with a robust CRM for capital raising and pipeline management, while Northspyre impresses as an AI-driven development tool for budgeting and forecasting, offering strong options for varied operational needs.
Take the next step in optimizing your deal process—try Dealpath first, and experience its seamless, collaborative tools that empower efficient deal execution.
Tools Reviewed
All tools were independently evaluated for this comparison
