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What is Estate Plus?

Estate Plus CRM is a versatile cloud-based solution specifically designed for real estate professionals, including builders, developers, brokers, channel partners, and property consultants. This state-of-the-art platform allows real estate companies to manage various operational components, such as lead management, inventory tracking, customer engagement, site visits, follow-ups, sales pipelines, and detailed reporting, all integrated within a single system. Intended to modernize outdated spreadsheets and manual tracking systems, Estate Plus CRM effectively captures leads from multiple sources like websites, property portals, digital marketing, social media, and referrals. The platform automates lead assignments to sales teams, facilitating efficient tracking through customizable sales pipelines and throughout the customer journey. Moreover, the software features advanced inventory management capabilities, enabling organizations to monitor projects, individual units, pricing, availability, bookings, and project specifics in real time. By providing sales teams with current inventory information, the platform significantly improves the customer experience and reduces the likelihood of booking conflicts. This comprehensive approach not only streamlines the entire real estate process but also empowers industry professionals to enhance their operational efficiency and drive greater success in their ventures. With its user-friendly interface and robust functionalities, Estate Plus CRM stands out as an indispensable tool for those aiming to thrive in the competitive real estate market.

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.

Media

No images available

Media

Integrations Supported

Integrations Supported

Box
CompStak
Dropbox
Microsoft Excel
Microsoft Outlook
Microsoft Word

API Availability

API Availability

Pricing Information

Contact for Pricing

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac
Chromebook

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Estate Plus CRM

Date Founded

2026

Company Location

India

Company Website

www.estatepluscrm.in/

Company Facts

Organization Name

Dealpath

Date Founded

2014

Company Location

United States

Company Website

www.dealpath.com

Categories and Features

Real Estate CRM

Not specified

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Rules Management
Collaboration

Collaboration

Calendar Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control

Investment Management

Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Portfolio Management
Risk Management

Real Estate CRM

Dashboard
Interaction Tracking
Property Alerts
Segmentation

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

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