List of Dealpath Pipeline Management and Workflows Customers
San Francisco, CA, 94104-1410,
United States
Since 2010, our global team of researchers has been studying Dealpath Pipeline Management and Workflows customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Dealpath Pipeline Management and Workflows for Sales Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Dealpath Pipeline Management and Workflows for Sales Automation include: Link Logistics Real Estate, a United States based Construction and Real Estate organisation with 400 employees and revenues of $70.0 million, Four Springs Capital Trust, a United States based Construction and Real Estate organisation with 20 employees and revenues of $15.0 million, Dermody, a United States based Construction and Real Estate organisation with 80 employees and revenues of $8.0 million and many others.
Contact us if you need a completed and verified list of companies using Dealpath Pipeline Management and Workflows, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Dermody | Construction and Real Estate | 80 | $8M | United States | Dealpath | Dealpath Pipeline Management and Workflows | Sales Automation | 2019 | n/a |
In 2019, Dermody implemented Dealpath Pipeline Management and Workflows to centralize acquisitions and development pipeline data for its United States operations. The deployment targeted deal pipeline and CRM workflows for acquisitions and development teams, bringing pipeline tracking and reporting under a single Sales Automation application.
Dealpath Pipeline Management and Workflows was configured using the pipeline management and automated workflows modules to standardize deal stage definitions, automate routine task orchestration, and enforce approval routing. Configuration focused on structured deal records, standardized metadata, and workflow automation to support consistent handoffs between acquisitions and development business functions.
Operational coverage concentrated on acquisitions and development across the United States, consolidating deal data to create a single source of truth for pipeline management and reporting. The implementation aligned Dealpath Pipeline Management and Workflows with CRM style pipeline controls within the Sales Automation category to improve visibility and governance.
Governance changes included standardized workflows and reporting processes to enforce consistent deal intake, review, and stage progression, with rollout phased across teams. The vendor case study credits the Dealpath Pipeline Management and Workflows implementation with enabling 400% assets under management growth over a three year period.
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Four Springs Capital Trust | Construction and Real Estate | 20 | $15M | United States | Dealpath | Dealpath Pipeline Management and Workflows | Sales Automation | 2021 | n/a |
In 2021 Four Springs Capital Trust implemented Dealpath Pipeline Management and Workflows as a Sales Automation deployment to centralize deal intake and underwriting for its acquisitions pipeline in the United States. The Dealpath Pipeline Management and Workflows implementation is explicitly tied to the firm s early 2021 go live and was used to consolidate high volume deal screening, standardized underwriting checklists, and Investment Committee memo production across the acquisitions process.
Configuration focused on pipeline and CRM capabilities, including structured deal screening workflows, checklist driven underwriting stages, and templated IC memo generation to standardize decision documentation. Dealpath Pipeline Management and Workflows was used to instrument deal stages, enforce checklist compliance during underwriting, and create repeatable approval artifacts for the Investment Committee, aligning tools with acquisition and asset selection workflows.
Operational coverage targeted the firm s acquisitions function in the United States, with the platform supporting deal sourcing, diligence coordination, underwriting, and IC review processes. According to the vendor case study the implementation coincided with the firm doubling Assets Under Management and completing approximately $500M of acquisitions in 2021, outcomes reported alongside the Dealpath deployment.
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Link Logistics Real Estate | Construction and Real Estate | 400 | $70M | United States | Dealpath | Dealpath Pipeline Management and Workflows | Sales Automation | 2020 | n/a |
In 2020, Link Logistics Real Estate implemented Dealpath Pipeline Management and Workflows. The Sales Automation deployment centralized deal intake, reporting and approvals across acquisitions and dispositions teams operating in the United States. The company documented approximately 4x internal user growth during the adoption window cited in the case study.
Dealpath Pipeline Management and Workflows was configured to manage the deal pipeline and automate workflows, including structured intake, approval routing and deal level reporting to support acquisitions and dispositions functions. The deployment included an explicit integration to Yardi for consolidated reporting, enabling Dealpath deal records to feed corporate reporting and portfolio analytics. Governance work emphasized standardized intake processes, approval rules and scaled user access to accommodate the rapid expansion of internal users.
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