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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.

Media

Media

Integrations Supported

Integrations Supported

Box
CompStak
Dropbox
Microsoft Excel
Microsoft Outlook
Microsoft Word

API Availability

API Availability

Pricing Information

$219 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac
Chromebook

Customer Service / 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

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

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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