Deal Sherpa Agent is a real estate agent CRM with a seller board, a buyer board, follow-ups that schedule themselves, a built-in calendar and DealSign e-signatures, in one $49/month plan. 7-day free trial, no card required.

| Deal Sherpa Agent | |
|---|---|
| Price | One plan, $49/month or $470/year (save 20%) |
| Free trial | 7-day free trial, no card required |
| Boards | A Sellers board and a Buyers board, each with its own stages |
| Follow-ups | Scheduled automatically at every stage; past clients get a check-in every 90 days |
| Calendar | Built-in calendar with every follow-up, showing and appointment |
| E-signatures | DealSign included for your own listing agreements and contracts |
For kvCORE's current plans, pricing and features, check its own website; they change over time. kvCORE is a trademark of its owner and is not affiliated with DealSherpa.
Sellers and buyers each get their own board, so a listing and a buyer search never share a column.
Move a card and the next to-do is scheduled. Check it off and the one after is already there.
Send listing agreements and purchase contracts for signature with DealSign, included in the 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. Drag a card when a deal moves and the board stays current.
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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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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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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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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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kvCORE is a well-known platform for real estate agents and brokerages. Agents compare options for different reasons, so start with what you need day to day: a clear view of every seller and buyer, follow-ups you do not have to remember, a calendar on your phone, and a way to get contracts signed. Then compare what each option costs with everything you need included.
Deal Sherpa Agent is built around those four things and nothing you have to set up first.
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 the deal moves and the board stays current.
Each stage has its own follow-up: a listing appointment gets a follow-up two days out, a signed listing gets its prep to-do, an offer out gets a check the next day. A closed deal gets a past-client check-in every 90 days, so the people you already helped hear from you again.
Every follow-up, showing and appointment is on the CRM calendar, with the lead one click away.
Upload your own forms, place signature and date fields, send them, and see who has opened and signed. Save the forms you use as templates. How DealSign works.
$49/month, or $470/year (save 20%), everything above included. 7-day free trial, no card required. For kvCORE, check its current pricing on its own website. Every DealSherpa plan is on the pricing page.
It is a real estate agent CRM you can use instead: seller and buyer boards, automatic follow-ups, a built-in calendar and DealSign e-signatures in one $49/month plan. Compare it with kvCORE's current features on its site before you decide.
$49/month, or $470/year (save 20%). The CRM, the calendar and DealSign are all included.
Yes. 7-day free trial, no card required. Add a card before it ends to keep your account.
No. kvCORE is a trademark of its owner and is not affiliated with DealSherpa. For its current plans and pricing, check its own website.
Seller and buyer boards, automatic follow-ups, a built-in calendar and DealSign in one $49/month plan.
Start free 7-day trial