A CRM for Solo Agents Who Do Every Job Themselves
When you are the agent, the assistant and the transaction coordinator, the CRM has to remember for you. Deal Sherpa Agent books the next follow-up at every stage, shows you the day's calls, texts and emails in one list, and keeps your contracts in the same login. $49/month. 7-day free trial, no card required.
The jobs an assistant would do, and who does them here
| The job | How Deal Sherpa Agent handles it |
|---|---|
| Remembering the next follow-up | Every stage books its own to-do. Check one off and the next one is booked |
| Deciding who to call first | Actions lists what is overdue, due today and scheduled, filtered to calls, texts or emails |
| Keeping new leads warm | Email drips you write once, sent in your name |
| Staying in touch after closing | A past-client check-in every 90 days, plus an "Ask for a referral" to-do |
| Getting documents signed | DealSign is included: upload your form, place the fields, send |
| Answering when you are busy | Optional AI receptionist, $20 every 30 days from your balance with 90 minutes included |
Open Actions every morning
Overdue first, then due today. Work the calls, then the texts, then the emails.
Move the card, not the reminder
When a deal moves, drag it to the next stage. The follow-up for that stage is booked for you.
Let the drips and check-ins run
New leads get your email drip. Closed clients get their check-ins without you setting a single reminder.
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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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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The solo agent problem
A solo agent rarely loses business because they did not know what to do. It is usually because a showing, an inspection or a listing appointment took the afternoon, and the follow-up they meant to make never happened. The fix is not a bigger system. It is a system that books the next step the moment you finish the last one, and shows you everything due in one place.
Every stage books its own follow-up
Sellers move through New lead, Appointment set, Listing signed, Active, Under contract, Closed. Buyers move through New buyer, Showing, Offer out, Under contract, Closed. Each stage has its own to-do and rhythm. A new lead is due the same day, and the reminder comes back daily until you move it. An appointment gets a follow-up two days later. Under contract gets a check on the contract deadlines. You never type a reminder date.
One list for the whole day
Actions shows your follow-ups as overdue, due today and scheduled, and filters them to calls, texts or emails. Between showings you can clear the calls in one sitting, then the emails in another, without hunting through contacts.
Coverage when you are with a client
Add a business number when you want one: calls ring your cell, and it is pay as you go ($2 a month per number, 5¢ a minute, 2¢ a text, no monthly fee). The optional AI receptionist answers when you cannot pick up. If its minutes run out or you turn it off, calls simply ring your cell and then go to voicemail.
One login for the paperwork too
DealSign is part of the plan. Upload your listing agreement or purchase contract, place the signature and date fields, and send it from the same place you track the deal. See e-signatures for realtors.
One flat price
$49/month or $470/year (save 20%). The CRM, calendar, email drips and DealSign are included. Full details are on the pricing page.
Questions
Is Deal Sherpa Agent good for a solo agent?
It is built around the work one agent does every day: boards that book the next follow-up, one Actions list for calls, texts and emails, email drips, past-client check-ins and DealSign, in one login.
How is this different from the page for new agents?
A new agent needs a first system and a sphere to start from. A solo agent with an active business needs the follow-ups, the day's list and the paperwork handled without an assistant. Same product, different starting point.
Do I have to set up reminders myself?
No. Every stage on the Sellers and Buyers boards has its own follow-up. Move a card and the next to-do is booked. Check one off and the next one is waiting.
What happens to calls I miss?
With the business number, missed calls are tracked so you can call back. The optional AI receptionist can answer for you: $20 every 30 days from your balance, 90 minutes included.
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.
Is there a free trial?
Yes. 7-day free trial, no card required. Add a card before it ends to keep your account.
Your follow-ups, handled while you sell
Boards that book the next step, one list for the day, drips and DealSign, for $49/month.
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