Dealpath Reviews & Product Details

Dealpath has changed the way we do business. Tracking and reporting have never been easier and more streamlined. We are able to customize the platform to suit our needs, as well as everyone on the platform customizing how the platform best works for them. The level of customer service is also one of the best things about dealpath. Over the past few years i have grown to have a real relationship with our customer success contacts, Jeff Bell and Charlie Carothers, and we couldn't be happier with our experience to this point. Review collected by and hosted on G2.com.

Sometimes, dealpath seems to be slower than what you would expect from a website in 2026. frequently, users on our platform tell me that they have to log out/log in often to get something to update, as well as physically refresh the page to make things work at times. dont think i use any other website where i have to physcially refresh. granted, there are thousands of background activiites going on on the platform while it is in use, constant calculations, etc, as the platfom is very "smart". While it doesnt hamper our success with the platform, it is a bit frustrating at times. Review collected by and hosted on G2.com.

DealPath allows us to store and access all of our data quickly and effectively. It’s become an integral part of our business workflow, helping us track both closed deals and our pipeline. On top of that, the customer service reps have been incredible—always timely with their responses and genuinely helpful, whether we need a change made in our system or want to share feedback about DealPath itself. Review collected by and hosted on G2.com.

New features tend to slow the website down a bit when they’re first launched, but this is usually addressed quickly and fixed in the weeks that follow. Review collected by and hosted on G2.com.

Organizes a projects "to-do" list in one location and can track review/approvals by various team members per task. I like that you an assign dates to each task and reminders are sent out via email. Being able to customize the task list both from a template standpoint but also in real time is very helpful. Review collected by and hosted on G2.com.

Once the user interface is built, its fairly locked in unless you make a wholesale change, so when there are variations in certain things (i.e. no two projects are identical) it can become difficult to enter the information exactly as you would desire. You are forced to live with the template that was built. Review collected by and hosted on G2.com.

Dealpath simplifies investment decisions by centralizing key information across multiple markets and asset classes into a single source of truth. The platform is both sophisticated and user-friendly, and Michelle & Allie are always available to implement customized solutions and troubleshoot any issues. Review collected by and hosted on G2.com.

Integration with external resources is limited without incurring additional costs. Review collected by and hosted on G2.com.

Jeff - our DealPath customer success manager is incredibly helpful. He is very knowledgeable about the platform and is always keen to help out where he can.

I also find the tracking and customisability of the software helpful. Often we have complicated requirements and (alongside Jeff's help) we can cater to our own needs. Review collected by and hosted on G2.com.

Sometimes the UI can be a little clunky and some of the functionality is hardcoded defaults that cannot be changed. If there is a conflict (like with status) you cannot modify the functionality. Review collected by and hosted on G2.com.