Real estate operations software

Real estate operators:
Keep pace with local market dynamics


Staying on top of local market dynamics and broker relationships requires hands-on real estate operators to keep their ear to the ground.

One of an operator’s most valuable assets is time. Since they manually perform so many time-consuming tasks — including recording rents, managing contractors, and communicating with tenants — they require technical software solutions that increase property operations’ efficiency while driving performance.

Data analytics

To keep up with market dynamics, it’s critical that real estate operators can control and access — not just collect — the right data.

Most CRE companies still struggle with optimizing their processes for capturing and leveraging data, so they also struggle to make data-informed business decisions. Emerging technologies and increasingly sophisticated analytics are giving operators the chance to step up their game and leverage technology to their competitive advantage.

Efficiency through the cloud

Cloud-based solutions are rising in all industries, especially commercial real estate. In fact, the backbone of many real estate operations is digital reality. Real estate operators have to be able to comb through the mass of data they’re accumulating and use it to their advantage in understanding local markets, driving more strategic business decisions, and planning for the future.

Why DealCloud?

DealCloud’s real estate operations and investment management CRM centralizes operators’ key deal information, market information, and financial models. This allows operators to develop successful deal strategies for meeting market demands and acquisition targets. With data-based insights, real estate operators can get a more thorough understanding of relationships — from conversations to current and past deal flows.

Our platform is designed specifically for the commercial real estate industry. It was optimized so that operators can streamline property operations while keeping tabs on local market dynamics.

From strategy to execution

DealCloud’s real estate deal and relationship management platform is flexible, fully configurable, purpose-built real estate investment software designed to help derive you value from every transaction.

Best-in-class real estate professionals leverage DealCloud’s real estate investor CRM software to gain key benefits:


  • Centralized deal information
  • Pipeline management
  • Business development activity tracking
  • Due-diligence collaboration
  • Task management and tracking
  • Fundraising and IR
  • Property and portfolio analysis

Real estate operations software

that powers modern dealmaking and property management

DealCloud’s software provides real estate operators with intelligent pipeline tracking, powerful deal analytics, and collaborative workflows — allowing real estate operators to focus on creating efficiency and value across their investments.

Customized deal tracking

With so much of their time spent hands-on in their properties, real estate operators need to have current, accurate data available to inform their decisions and stay on top of market demands. That’s why DealCloud offers IC formats, dashboards, and market-leading reporting. Within each deal, operators can see their entire pipeline’s analytics, create business processes, and develop a tailored knowledge base. All of that data is automatically culled and configured based on personal preferences. With smart tech, operators can keep investors apprised of every update via a tailored interface.

Data visualization 

It doesn’t matter how much data operators have available to them — what matters is how they analyze that data and what they do with the insights. DealCloud lets operators see their entire organizations’ portfolio at the touch of a button. Operators can model complex investment structures and manage business structures in real time — helping operators give investors a transparent look into their business while also keeping a finger on the pulse of local market dynamics.

360-degree view of the portfolio

Real estate operators can easily sort and segment data with out-of-the-box reporting and data visualization. DealCloud identifies high-value actions needed to increase performance and lets operators generate portfolio, financial and loan reports in minutes — keeping investors apprised of areas of strength and opportunity when managing changing local market conditions.

Designed to scale

DealCloud’s ease of scalability and customization further empowers fund managers to take on bigger, more complex deals. By tracking data for every deal a real estate operator has ever closed, lost, or pursued, fund managers can dig into the data to get insights that can inform their ongoing approach and provide the transparency institutional investors demand.

Single source of truth

Operators spend so much time doing manual tasks and working hands-on that they don’t have time to hunt down data errors or fix mistakes. DealCloud’s platform helps real estate operators create automated processes that minimize human error and leverage data-filtering rules to make sure all information is clean and precise — allowing real estate operators to work more quickly and efficiently.

Want to learn more about our solutions for real estate investors?

Download our one-pager.


Ready for a CRM that’s purpose-built for real estate operators?


Despite careful consideration and planning, most capital markets firms struggle to implement a CRM solution in a way that serves the firm’s needs. Many firms store vital data in unorganized or unoptimized systems. In fact, countless deal professionals find themselves wasting time on manual data entry or repetitive pipeline updates as they happen.

If this sounds familiar, it may be time to reconsider your current CRM selection and pipeline management process.

The good news is, you’re not alone. With countless CRM migrations under our belt, we have the expertise to craft a strategy for optimizing your CRM using just a few pieces of information about your firm’s size, data, reporting needs, and workflow.


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Purpose-built for real estate operators

Download our case study to learn how the Kayne Anderson Real Estate team transformed their operations by leveraging DealCloud.



Outcomes for real estate operators



  • Track deals completely
  • Close deals faster
  • Institutionalize market knowledge

  • Reduce closing costs
  • Mitigate risk and maintain compliance


“We process an extraordinary amount of documents, and have countless meetings, emails, and phone calls. We leverage DealCloud to help us turn our day-to-day activities into business development opportunities, and the solution helps us execute and report on deals more efficiently.”

Anthony Mariano

“We led a competitive selection process with various PE and real estate CRM providers. As we moved through the process, it became increasingly evident that DealCloud would provide the most value-add to our fundraising process from Day 1. Additionally, we believe that the deal management component will provide improved tools for helping us to evaluate new real estate opportunities and to manage our existing portfolio.”

Jason Claro

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