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DealforceCRE

DealforceCRE

Overview

What is DealforceCRE?

DealforceCRE is a cloud-based project management software designed specifically for professionals in the commercial real estate sector. According to the vendor, it aims to streamline project management processes, enhance collaboration, and improve efficiency in the industry. The software is designed...

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is DealforceCRE?

DealforceCRE is a cloud-based project management software designed specifically for professionals in the commercial real estate sector. According to the vendor, it aims to streamline project management processes, enhance collaboration, and improve efficiency in the industry. The software is designed to cater to companies of all sizes, from small businesses to large enterprises, and is suitable for various professions and industries, including commercial real estate developers, construction companies, accountants in the real estate sector, lease administrators, and legal professionals.

Key Features

Scheduling/Charts: Users can manage project timelines, create complex task dependencies, set key dates, and receive automatic reminders. This feature helps in organizing and tracking project schedules efficiently, allowing for the creation of intricate task dependencies. Automatic reminders ensure that important dates and deadlines are not overlooked.

Cloud-based Docs: This feature enables users to centralize, organize, manage, download, and share files on a cloud-based platform. It provides a centralized location for storing and accessing project documents, facilitating easy organization and management of files. It also allows for seamless sharing and collaboration on documents.

Custom Reporting: Users can generate comprehensive reports on key dates, financial metrics, tenants, and other custom fields. This feature enables the creation of tailored reports to meet specific project requirements, providing insights into key project metrics and financial data. It allows for the inclusion of custom fields to capture specific project information.

Task Management: Users can assign specific project tasks, tag and message coworkers, or create general to-do lists. This feature facilitates task assignment and tracking within the platform, enabling effective collaboration through tagging and messaging coworkers. It also allows for the creation of general to-do lists for better task organization.

Online Bidding: Users can easily receive, compare, and manage project vendor bids within the platform. This feature streamlines the bidding process by centralizing bid management, making it convenient to compare vendor bids. It also facilitates efficient vendor communication and negotiation.

Client Directory: This feature provides a centralized database for storing and managing contact, company, entity, and tenant information. Users can access contact details, company information, and tenant data in one easily accessible place. It aims to facilitate efficient client communication and relationship management.

Site Tracking: Users can manage and review project status, details, and updates collaboratively with the entire team. This feature provides a centralized platform for tracking and monitoring project progress, enabling real-time collaboration and updates among team members. It ensures that the entire team is informed about project status and changes.

Signatures: Users can securely sign and approve documents from anywhere, anytime. This feature enables electronic signatures for quick and convenient document approval, ensuring the security and confidentiality of signed documents. It facilitates remote approval processes.

Vendor Payments: Users can track and manage payments and contracts digitally. This feature streamlines the payment and contract management process, providing a digital platform for requesting and tracking vendor payments. It ensures transparency and efficiency in financial transactions.

DealforceCRE Features

  • Supported: Gantt/Timeline View
  • Supported: Status Tracking
  • Supported: Team Management
  • Supported: Template Management
  • Supported: Workflow Management

DealforceCRE Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based
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