G2

Bo J.

Director of Development

Small-Business (50 or fewer emp.)

3/2/2026

"Dealpath Transformed Our Workflow with Streamlined Tracking and Outstanding Support"

5/5

What do you like best about Dealpath?

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.

What do you dislike about Dealpath?

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.

What problems is Dealpath solving and how is that benefiting you?

Dealpath has changed our company in the way we report information both internally and externally. it saves me time, and is always accurate based on the inputs we have physically created. i can also make brand new reports on the fly in seconds when our executive asks for something they think may take a lot of time, i can usually have something new and unique they dream up to report on in less than a minute. Review collected by and hosted on G2.com.