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What is Pete REI Software?
Pete® REI Software is an all-encompassing CRM solution designed expressly for real estate investors, assisting them in streamlining their processes from the first interaction to finalizing deals with specialized tools tailored for investment activities. Users can capture leads from various sources, track the development of deals and pipeline phases, automate follow-up communications via email, phone, and SMS workflows, and handle documents with e-signatures and images efficiently within one cohesive platform. It also incorporates a built-in phone and SMS feature, eliminating the need for separate applications, while delivering real-time analytics and customizable dashboards that help users monitor critical performance indicators, thus enabling smarter decision-making. The software's scalable capabilities cater to both individual investors and larger teams, enhancing overall flexibility. Furthermore, automating workflows reduces the burden of repetitive tasks and ensures consistent follow-ups, while centralized task management promotes improved collaboration among team members and integrated communication features keep both leads and clients engaged throughout the investment process. In essence, this platform not only streamlines operations but also empowers investors to concentrate on scaling their businesses effectively. As a result, they can achieve greater success and build stronger relationships with their clients.
What is Dealpath?
Dealpath stands out as the most reliable cloud-based platform for real estate investment management in the industry, offering immediate access to secure, vetted, and current investment information to facilitate collaboration and enable strategic, predictive decision-making. Investment and development companies utilize Dealpath as their central hub for efficient pipeline tracking, robust deal analytics, and enhanced collaborative workflows, ensuring optimal performance from the management of pipelines to portfolios. Established in 2014, Dealpath has played a crucial role in facilitating over $10 trillion in transactions for prominent institutions globally. With the endorsement of six of the ten largest institutional investors, Dealpath empowers real estate deal teams throughout North America, allowing them to efficiently source, manage, execute, and report on their deals from a unified investment command center. This comprehensive approach not only streamlines processes but also enhances decision-making for real estate professionals.
What is 4Degrees?
4Degrees provides smart solutions for managing deals and relationships, enabling your team to maximize their professional connections effectively. The platform integrates intuitive network searching with automated data entry and smart alerts, ensuring you capitalize on every opportunity to forge connections or finalize deals. By leveraging 4Degrees, you can fully harness the potential of your network!
Our CRM software is commonly utilized in various fields, including:
- Venture Capital
- Private Equity
- Mergers and Acquisitions (M&A)
- Investment Banking
- Commercial Real Estate
- Consulting
- Deal sourcing, deal flow, and due diligence, showcasing its versatility across different industries.
Integrations Supported
Microsoft Outlook
Airtable
Asana
Basecamp
Box
Bullhorn
CompStak
Dropbox
Facebook
Formstack
Integrations Supported
Microsoft Outlook
Airtable
Asana
Basecamp
Box
Bullhorn
CompStak
Dropbox
Facebook
Formstack
Integrations Supported
Microsoft Outlook
Airtable
Asana
Basecamp
Box
Bullhorn
CompStak
Dropbox
Facebook
Formstack
API Availability
Has API
API Availability
Has API
API Availability
Has API
Pricing Information
$219 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Pete REI Software
Company Location
United States
Company Website
peterei.com
Company Facts
Organization Name
Dealpath
Date Founded
2014
Company Location
United States
Company Website
www.dealpath.com
Company Facts
Organization Name
4Degrees
Date Founded
2017
Company Location
United States
Company Website
4degrees.ai/
Categories and Features
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Categories and Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Categories and Features
Commercial Real Estate
Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation