The CRM for Real Estate Agents That Follows Up for You
Most deals aren't lost to bad marketing. They're lost to the follow-up you forgot. Deal Sherpa schedules every follow-up for you.
Real estate agent CRM software with e-signatures included and a business phone when you want one.
Every seller and buyer sits on a board built the way agents work. Move a lead and its next follow-up is scheduled for you, right on your calendar. Add a business phone to call and text from your own number, with a power dialer for list days. Send your own listing agreements and contracts for signature from the same place. $49/month for the CRM, calendar, email drips, the Sphere page, referral tracking and DealSign e‑signatures.
Optional add-ons: phone system, pay as you go ($2/mo per number, 5¢ a minute) · AI receptionist $20 every 30 days, 90 minutes included
Start your 7-day free trial, no card neededReal estate agent CRM software, built for agents, not investors.
Sellers and buyers on their own boards, your stages, your follow-ups. Already have an account? Sign in.
Switching from Follow Up Boss or kvCORE?
Deal Sherpa Agent is $49/month for the CRM, calendar, email drips, the Sphere page, referral tracking and DealSign e‑signatures. Bring your contacts over in an afternoon and keep every follow-up on schedule.
$49/month for the CRM, calendar, email drips, the Sphere page, referral tracking and DealSign e‑signatures
Optional add-ons: phone system, pay as you go ($2/mo per number, 5¢ a minute) · AI receptionist $20 every 30 days, 90 minutes included
- Seller and buyer boards: 6 seller stages and 5 buyer stages, from new lead to closed
- Follow-ups that schedule themselves at every stage, plus a past-client check-in every 90 days
- A built-in calendar with every follow-up, showing and appointment
- DealSign e-signatures for your listing agreements and contracts
- Real people on support: live chat in the app, email answered by the people who built it
- 7-day free trial, no card required
Move over in three steps
- Export your contacts as a CSV file from the CRM you use today.
- Upload the file. We match Follow Up Boss's export columns automatically, and any spreadsheet with names, phones and emails. Every lead keeps its tags and any to-do dates in the file, and its old stage comes along as a tag.
- Pick up where you left off. To-dos land on the same dates they had, and new follow-ups schedule themselves from there.
Deal Sherpa Agent as a Follow Up Boss alternativeDeal Sherpa Agent as a kvCORE alternativeCompare every DealSherpa plan
Lofty alternativeBoomTown alternativeLionDesk alternativeWise Agent alternativeReal estate CRMCRM for new agentsE-signature for realtorsPower dialer for realtors
Agent pricingHow to choose a CRMCRM for solo agentsFollow-up systemImport from Follow Up Boss
Follow Up Boss, kvCORE, Lofty, BoomTown, LionDesk and Wise Agent are trademarks of their owners and are not affiliated with Deal Sherpa. Their plans and pricing change, so check their sites for current details.
Know exactly who to call. Every single day.
Sample data. The people and addresses shown are fictional.
Auto follow-ups, down to the past-client check-in.
Every stage has its own follow-up. Book the listing appointment and the follow-up lands two days out. Sign the listing and the prep to-do is set. Close, and a check-in comes back every 90 days, because your next deal is a past client.
Nothing waits on you remembering. Check a to-do off and the next one is already there.
- 6seller stages, new lead to closed
- 5buyer stages, new buyer to closed
- $49a month for the CRM, calendar, email drips, the Sphere page and DealSign e-signatures
Optional add-ons: phone system, pay as you go ($2/mo per number, 5¢ a minute) · AI receptionist $20 every 30 days, 90 minutes included
Seller and buyer boards, built the way agents work.
Sellers: New lead → Appointment set → Listing signed → Active → Under contract → Closed. Buyers: New buyer → Showing → Offer out → Under contract → Closed. Drag a card when they move.
Every follow-up, showing and appointment on one calendar.
Follow-ups land on the calendar the moment a lead changes stage. Book a showing or a listing appointment from the lead and it is there too, with the lead one click away.
A business phone that rings your cell.
Give buyers and sellers one local number. Every call and text lands on the right client in your CRM.
- Local business number. Calls ring your cell with the caller's name first. Set your business hours, and voicemail picks up after them.
- Recordings and transcripts. Every call and voicemail is saved on the client, written out so you can skim it.
- Missed calls tracked. See who called, who called back and who is still waiting on you, plus call analytics.
- Power Dialer. One line, one call at a time, your script on screen, and a voicemail drop in one click.
- Texting. Two-way texts from the same number, in the same timeline as your calls.
- AI receptionist. Answers buyer and seller calls when you can't, books listing appointments, and takes showing requests and messages for you.
Add the phone system, pay as you go: $2/mo per number, 5¢ a minute · AI receptionist $20 every 30 days, 90 minutes includedPay as you go: $2 a month per number, 5¢ a minute, 2¢ a text, from your prepaid balance. No monthly fee.
DealSign e-signature included.
DealSign is included. Upload your state's listing agreement or purchase contract, drop in signature and date fields, and send it. Save the forms you use as templates, and see who has opened, signed or still owes a signature. How DealSign works.
Everything else, on one dashboard.
Add-ons when you want them: skip tracing (12¢/owner), a custom agent website with optional IDX, Done-For-You Google Business Profile, a free Online Presence Scan and calculators.
Your own custom website, with optional IDX.
Get a custom agent website built for you, designed to rank in Google for your name and your area. You register your own domain and hosting and own them outright; we build the site on them. Every home-value request, contact form and new account lands in your Deal Sherpa CRM and starts your follow-ups automatically.
- Built for you: SEO-optimized pages, your branding, home-value and contact forms that feed your CRM.
- Optional IDX add-on: let buyers search every listing in your MLS right on your site, save searches and get new-listing alerts, at what IDX costs in your market.
- You own it: your domain and hosting are in your name, and you cover those costs.
Frequently asked questions
What is the best CRM for real estate agents?
The one you will actually open every morning. Look for boards that match how you work sellers and buyers, follow-ups that schedule themselves, a calendar with every appointment on it, and a way to get contracts signed. Deal Sherpa Agent does all four for $49/month, with the phone system as an optional add-on.
How much does Deal Sherpa Agent cost?
$49/month, or $470/year (save 20%). The CRM, the calendar, email drips, the Sphere page, referral tracking and DealSign e-signatures are all included. The phone system is an optional add-on, pay as you go: $2 a month per local number, 5¢ a minute and 2¢ a text, with no monthly fee, and the AI receptionist is $20 every 30 days on top, with 90 minutes included. 7-day free trial, no card required.
Is there a free trial?
Yes. 7-day free trial, no card required. Add a card before the trial ends to keep your account.
How do the automatic follow-ups work?
Every stage on the seller and buyer boards has its own follow-up. Move a lead to a new stage and its next to-do is scheduled for you. Check a to-do off and the next one is already there. When a deal closes, a past-client check-in comes back every 90 days.
Do I get a phone number and texting?
Yes, with the phone system add-on. Pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text, from your prepaid balance. No monthly fee. Pick your number from the Phone page, verify your cell, and calls ring you with the caller's name first. Texting and the Power Dialer use the same number. The AI receptionist, which answers buyer and seller calls when you can't, is $20 every 30 days more, with 90 minutes included.
Can I send my own contracts for e-signature?
Yes. DealSign is included. Upload your listing agreement or purchase contract, place the signature and date fields, send it, and see who has opened, signed or still owes a signature. Save the forms you use as templates.
Can I switch from Follow Up Boss or kvCORE?
Yes. Export your contacts as a CSV file and upload it: we match Follow Up Boss's export columns automatically, and any spreadsheet with names, phones and emails. Each lead keeps its tags and any to-do dates in the file, and its old stage comes along as a tag. Deal Sherpa Agent is one flat $49/month plan with seller and buyer boards, automatic follow-ups, a built-in calendar and DealSign e-signatures included. Follow Up Boss and kvCORE set their own plans and pricing, so check their sites for current details.
Get the support you deserve.
When you buy software that runs your business, you need people behind it. Live chat is inside the app, and email is answered by the people who built it.
Pricing: $49/month for the CRM, calendar, email drips, the Sphere page, referral tracking and DealSign e‑signatures.
Optional add-ons: phone system, pay as you go ($2/mo per number, 5¢ a minute) · AI receptionist $20 every 30 days, 90 minutes included · custom SEO website, with IDX listings at your market's cost
Or $470/year (save 20%). 7-day free trial, no card required. Add a card before it ends to keep your account. See all plans.
Start your 7-day free trial, no card needed