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About

The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence

About

Dealpath is the industry’s most trusted, purpose-built real estate platform, empowering hundreds of leading institutions including Blackstone, AEW, Oxford Properties, Principal Real Estate and Bridge Investment Group to invest in the built world. From pipeline through portfolio management, Dealpath serves as your command center, the single source of truth that provides vetted, real-time deal information, together with associated files and tasks, fueling data-driven analysis and decisions to achieve optimal, risk-adjusted returns. To date, Dealpath has supported more than $10 trillion in transactions globally.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Supported

Audience

Venture Capital, Private Equity, Investment Banking, Mergers & Acquisitions, Commercial Real Estate, Consultants

Audience

Institutional real estate investment management firms who are actively evaluating Acquisitions, Development Projects, Debt Origination, or Dispositions.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Saves tons of time, avoids manual entry. Smart, reminders and recommendations are very helpful. So user-friendly, almost no training needed. Customization in profiles and reporting make all the difference.

Cons

  • What's great about 4D (customization, tags, etc) also can take a while to set up if you have 1,000s of contacts. Adding the extra level of details, which is optional, is totally worth it though!

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

4Degrees
Founded: 2017
United States
4degrees.ai/

Company Information

Dealpath
Founded: 2014
United States
www.dealpath.com

Alternatives

Affinity

Affinity

Affinity.co

Alternatives

Re-Leased

Re-Leased

Re-Leased Software Company
Lystmark Cloud

Lystmark Cloud

The Lystmark Company
IMS

IMS

RealPage

Categories

CRM Supported
Data Enrichment Supported
Deal Sourcing Supported
Financial CRM Supported
Investment Banking Supported
M&A Supported
Private Equity Supported
Real Estate CRM Supported

Categories

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Not Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Not Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Not Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Supported
Referral Tracking Supported
Segmentation Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Not Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Commercial Real Estate Features

Brand Management Supported
Cash Flow Analysis Supported
Critical Date Alerts Supported
CRM Supported
Deal Management Supported
For Appraisers Supported
For Brokers Supported
For Investors Supported
For Property Managers Supported
Portfolio Management Supported
Strategic Planning Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Not Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Not Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Supported
Risk Management Supported

Real Estate CRM Features

Campaign Management Not Supported
Client / Property Matching Not Supported
Contact Management Not Supported
Dashboard Supported
Email Marketing Not Supported
Interaction Tracking Supported
Lead Management Not Supported
Property Alerts Supported
Referral Tracking Not Supported
Segmentation Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Not Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Not Supported
Process Mapping Not Supported
Process Modeling & Design Not Supported
Visual Workflow Management Not Supported

Collaboration Features

Brainstorming Not Supported
Calendar Management Supported
Chat / Messaging Not Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Supported
Video Conferencing Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Not Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Microsoft Outlook Supported
Asana Supported
Basecamp Supported
Box Not Supported
Dropbox Not Supported
Facebook Supported
Formstack Supported
Gmail Supported
Google Workspace Supported
HubSpot CRM Supported
Jira Service Management Supported
LinkedIn Supported
Microsoft 365 Supported
Microsoft Word Not Supported
Slack Supported
Typeform Supported
Wufoo Supported
X (Twitter) Supported
Zapier Supported
Zendesk Supported

Integrations

Microsoft Outlook Supported
Asana Not Supported
Basecamp Not Supported
Box Supported
Dropbox Supported
Facebook Not Supported
Formstack Not Supported
Gmail Not Supported
Google Workspace Not Supported
HubSpot CRM Not Supported
Jira Service Management Not Supported
LinkedIn Not Supported
Microsoft 365 Not Supported
Microsoft Word Supported
Slack Not Supported
Typeform Not Supported
Wufoo Not Supported
X (Twitter) Not Supported
Zapier Not Supported
Zendesk Not Supported
Claim 4Degrees and update features and information
Claim 4Degrees and update features and information
Claim Dealpath and update features and information
Claim Dealpath and update features and information