Cash Flow Portal CRM vs Dealpath
Cash Flow Portal CRM
cashflowportal.comDealpath
dealpath.comSide by side
| Figure | Cash Flow Portal CRM | Dealpath |
|---|---|---|
| Price from | $41.58/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 5 | 2 |
| Spec score · Commercial Real Estate Software | 9.1 (#1) | 7.2 (#9) |
| Founded | 2020 | 2014 |
| Headquarters | Seattle, Washington, United States | San Francisco, California and New York City, New York, United States |
| Integrations | The integrations page lists Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack and Airtable through Zapier. | Listed integrations include CompStak, Real Capital Analytics, Esri, Ipreo, MRI Software, Cherre, NavigatorCRE, Microsoft Excel, Word and Outlook, Box, Dropbox, Okta, OneLogin, Microsoft Azure, and SAML. |
| Purpose | The CRM tracks prospects, tenants, and owners in one place around the leasing process. | Dealpath describes itself as an AI-powered operating system for real estate investing that supports work from sourcing through close. |
| Security | The pricing page lists SOC II compliance, detailed audit logs, user access permissions, end-to-end data encryption, and two-factor authentication. | Dealpath states that it is SOC 2 Type 2 compliant and provides strict data governance and cloud-native resiliency. |
Plans
Cash Flow Portal CRM
- Syndication Portal$499 a year
- Syndication Portal$499 a month
- Syndication Suite$699 a year
- Syndication Suite$699 a month
- EnterprisePriced on request
In their own words
Cash Flow Portal CRM
Cash Flow Portal CRM is a web-based CRM for property managers tracking prospects, tenants, and owners through leasing. Its visual pipeline follows leads from inquiry to touring, application, and signed lease. Embedded inquiry forms send submissions into the CRM with the property tagged, and prospects can submit applications within the same pipeline; applications and e-sign are described as built into that workflow. Sequences can send emails and texts or create tasks based on lease dates, tags, or pipeline stages. Prospect records retain conversation history even when an inquiry does not become a tenancy. Users can migrate contacts from another CRM, and the maker says its Zapier integration offers two-way sync with over 5,000 applications. Named integrations include Mailchimp, HubSpot, ActiveCampaign, Calendly, Gmail, Google Sheets, Google Calendar, Slack, and Airtable. Listed security controls include SOC II compliance, audit logs, access permissions, end-to-end encryption, and two-factor authentication. A free plan is available; paid access starts at $499/mo (annual). Tenant screening reports have a separate cost.