A Simple CRM for New Real Estate Agents
Your first CRM should help on day one, not after a weekend of setup. Deal Sherpa Agent starts with your sphere, has the stages and follow-ups already decided, and includes DealSign for your first listing agreement. $49/month. 7-day free trial, no card required.
Your first week
| When | What to do |
|---|---|
| Day 1 | Start the trial (no card) and upload a CSV of the people you know: friends, family, past coworkers. They land on your Sphere page and nothing is sent to them |
| Day 2 | Read the starter email drips and rewrite them in your own words. Send yourself a test |
| Day 3 | Add every active lead to the Sellers or Buyers board, in the stage they are in today |
| Every day | Open the calendar, make the calls on it, and move cards as deals move. The next follow-up books itself |
| First listing | Upload your listing agreement to DealSign, place the fields and send it for signature |
Start with who you know
New agents often find their first clients in their sphere. Import them once and they stay on one page with their last touch.
Let the stages guide you
The Sellers board has 6 stages and the Buyers board has 5, each with its own follow-up, so you always know the next step.
Grow into the rest
Add a business number and the Power Dialer when you are ready. It is pay as you go, with no monthly phone fee.
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.
Start free 7-day trial →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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When should a new agent get a CRM?
Early. First deals often come from people you already know, and the hard part is keeping in touch with all of them while you learn the job. A CRM keeps those names in one place and reminds you when to reach out, so nobody slips through while you are busy with your first listing or buyer.
What a first CRM needs (and what it does not)
You need a list of your people, a pipeline that shows where each client is, reminders that schedule themselves, and a way to get documents signed. You do not need to design stages, build automations or learn a big system before it helps you.
In Deal Sherpa Agent the Sellers board runs New lead, Appointment set, Listing signed, Active, Under contract, Closed, and the Buyers board runs New buyer, Showing, Offer out, Under contract, Closed. Every stage already has its follow-up.
Your sphere, on one page
Upload a CSV of your contacts and they land on your Sphere page, each with their last touch and next to-do. Tag anyone Sphere to add them. When a client closes, they move there too, with a past-client check-in every 90 days and an "Ask for a referral" to-do 30 days after closing.
Email drips you write once
Starter drips for new leads, nurture and past clients come with draft emails. Rewrite them in your voice, add your signature, and use them for every new lead from then on.
A budget that fits a new agent
$49/month, or $470/year (save 20%), with the CRM, calendar, Sphere page, email drips and DealSign included. The phone has no monthly fee: $2 a month per number, 5¢ a minute, 2¢ a text, from a prepaid balance, only if you use it. 7-day free trial, no card required, so you can set it up before you pay anything.
Questions
Do new real estate agents need a CRM?
It helps from the start. First clients often come from people you know, and a CRM keeps them in one place and reminds you to stay in touch while you learn the business.
Is Deal Sherpa Agent hard to set up?
No. The boards, stages and follow-ups are ready when you sign up. Most of the setup is uploading your contacts from a CSV.
Does importing my contacts send them anything?
No. Contacts you import to your Sphere page are not sent anything.
How much does it cost?
$49/month or $470/year (save 20%). The phone is optional and pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text, no monthly fee.
Do I need a card to try it?
7-day free trial, no card required. Add a card before the trial ends to keep your account.
Can I send my listing agreement for signature?
Yes. DealSign is included. Upload your own form, place the signature and date fields, and send it.
Your first system, ready on day one
Your sphere, two boards, follow-ups that book themselves and DealSign, for $49/month.
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