An Affordable Real Estate CRM With No Surprise Add-Ons
Deal Sherpa Agent is one flat plan: $49/month or $470/year (save 20%). Seller and buyer boards, follow-ups that schedule themselves, a calendar and DealSign e-signatures are in it. The phone and the AI receptionist are optional, and you only pay for them if you turn them on. 7-day free trial, no card required.
What the plan includes, and what is optional
| Included or optional | Cost | |
|---|---|---|
| Seller and buyer boards | Included | In the $49/month plan |
| Follow-ups that schedule themselves | Included | In the $49/month plan |
| Calendar for follow-ups and appointments | Included | In the $49/month plan |
| Email drips | Included | In the $49/month plan |
| DealSign e-signatures | Included | In the $49/month plan |
| Phone, texting and the Power Dialer | Optional | Pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text. No monthly fee |
| AI receptionist | Optional | $20 every 30 days from your balance, 90 minutes included |
Start on the plan
$49/month covers the CRM itself. Pay yearly and it is $470, which saves 20%.
Add the phone only if you call
No number, no phone charge. Turn it on later and pay per number, per minute and per text from a prepaid balance.
Skip what you do not need
The AI receptionist is a separate switch. Leave it off and it costs nothing.
The CRM that follows up for you
Sellers and buyers, each on their own board
Sellers move through New lead, Appointment set, Listing signed, Active, Under contract, Closed. Buyers move through New buyer, Showing, Offer out, Under contract, Closed. Drag a card when a deal moves and the board stays current.
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Every follow-up scheduled for you
Move a card and its next to-do is booked. Actions shows what is overdue, due today and scheduled, split into calls, texts and emails, so you know who to reach first.
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Everything about a client on one page
The stage, the next follow-up, phone numbers, notes and the activity history sit together, so you are never digging for the last conversation.
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Email drips that run while you work
Starter plans like Speed to Lead, New Buyer and New Seller are ready to edit. Emails go out in your name, and a plan can start on its own when a lead reaches a stage.
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Bring your contacts with you
Export a CSV from your old CRM and upload it. Columns are matched by their names, tags, notes and to-do dates come along, and anything else is kept in a note.
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What makes a real estate CRM affordable
The sticker price is only part of it. A CRM gets expensive when the features you actually use sit in a higher tier, when every seat costs extra, or when calling comes with a monthly fee whether you dial or not. Before you compare prices, write down what you need every week: a pipeline, reminders, a calendar, a way to get documents signed, and maybe a phone. Then price each option with all of that included.
What is in the $49 plan
Sellers move through New lead, Appointment set, Listing signed, Active, Under contract, Closed. Buyers move through New buyer, Showing, Offer out, Under contract, Closed. Every stage books its own next follow-up, so moving a card is how the reminders stay current. The calendar shows every follow-up and appointment, starter email drips are ready to edit, and DealSign lets you upload your own listing agreement or contract and send it for signature. All of that is one price.
What is optional, and what it costs
The phone
A business number, calling, texting and the Power Dialer are pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text, from a prepaid balance. There is no monthly phone fee. As an example, 1 number, 200 minutes and 300 texts in a month would be $18 at those rates. A month you do not call costs only the number.
The AI receptionist
It answers calls when you cannot. It is $20 every 30 days from your balance with 90 minutes included. If the minutes run out or you turn it off, calls simply go to your cell and then voicemail, as they would without it.
How to keep your monthly cost low
- Pay yearly if you know you will stay: $470/year instead of $49/month, a 20% saving.
- Turn the phone on when you need it, not before, and start with one number.
- Use the included e-signatures instead of paying for a separate signing tool.
- Try it first. 7-day free trial, no card required, so you can set it up before you pay.
Every plan and price is on the Deal Sherpa Agent pricing page.
Questions
How much does Deal Sherpa Agent cost?
$49/month or $470/year (save 20%). That covers the boards, automatic follow-ups, the calendar, email drips and DealSign e-signatures.
Is there a monthly phone fee?
No. The phone is pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text, from a prepaid balance. If you never turn it on, it costs nothing.
What does the AI receptionist cost?
$20 every 30 days from your balance, with 90 minutes included. It is optional.
Are e-signatures extra?
No. DealSign is included in the plan, so you can send your own listing agreements and contracts for signature.
Can I try it before paying?
Yes. 7-day free trial, no card required. Add a card before the trial ends to keep your account.
Is there a contract?
No. The plan is month to month, or yearly if you choose the yearly price, and you can cancel anytime.
One plan, the add-ons only if you want them
Boards, automatic follow-ups, a calendar and DealSign for $49/month. Phone and AI receptionist when you are ready.
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