kvCORE alternative

A kvCORE Alternative for Agents Who Want a Simple CRM

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.

$49/month after the trial · Cancel anytime
dealsherpa.app
The Sellers board in Deal Sherpa Agent with leads in New lead, Appointment set and Listing signed
$49/monthCRM, calendar and e-signatures
7-day free trialno card required
DealSign includedSend contracts for signature
Cancel anytimeNo contract

What Deal Sherpa Agent includes

Deal Sherpa Agent
PriceOne plan, $49/month or $470/year (save 20%)
Free trial7-day free trial, no card required
BoardsA Sellers board and a Buyers board, each with its own stages
Follow-upsScheduled automatically at every stage; past clients get a check-in every 90 days
CalendarBuilt-in calendar with every follow-up, showing and appointment
E-signaturesDealSign 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.

1

Two boards, your stages

Sellers and buyers each get their own board, so a listing and a buyer search never share a column.

2

Follow-ups on autopilot

Move a card and the next to-do is scheduled. Check it off and the one after is already there.

3

Contracts in the same login

Send listing agreements and purchase contracts for signature with DealSign, included in the plan.

Inside Deal Sherpa Agent

The CRM that follows up for you

Boards

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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dealsherpa.app
The Sellers board in Deal Sherpa Agent with leads in New lead, Appointment set and Listing signed
Follow-up

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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dealsherpa.app
The Actions screen in Deal Sherpa Agent: overdue, due today and scheduled follow-ups, split into calls, texts and emails
Your clients

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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dealsherpa.app
A client's page in Deal Sherpa Agent with the stage bar, the next follow-up and contact details
Email drips

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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dealsherpa.app
Email drip plans in Deal Sherpa Agent such as Speed to Lead, New Buyer and New Seller
Switching

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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dealsherpa.app
The leads list in Deal Sherpa Agent with each contact's stage and next to-do

What to look for in a kvCORE alternative

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.

Seller and buyer boards

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.

Follow-ups that schedule themselves

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.

One calendar for every follow-up

Every follow-up, showing and appointment is on the CRM calendar, with the lead one click away.

DealSign e-signatures included

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.

Pricing

$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.

Questions

Is Deal Sherpa Agent a kvCORE alternative?

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.

How much does Deal Sherpa Agent cost?

$49/month, or $470/year (save 20%). The CRM, the calendar and DealSign are all included.

Is there a free trial?

Yes. 7-day free trial, no card required. Add a card before it ends to keep your account.

Is DealSherpa affiliated with kvCORE?

No. kvCORE is a trademark of its owner and is not affiliated with DealSherpa. For its current plans and pricing, check its own website.

A CRM that remembers every follow-up

Seller and buyer boards, automatic follow-ups, a built-in calendar and DealSign in one $49/month plan.

Start free 7-day trial
7-day free trial, no card required · Cancel anytime