A LionDesk Alternative That Keeps Every Call and Text on the Client
Deal Sherpa Agent is a real estate agent CRM where calls, texts, recordings and follow-ups all land on the client's own record, next to the stage they are in. $49/month for the CRM, calendar and DealSign. The phone is pay as you go. 7-day free trial, no card required.
What lands on each client's record
| Deal Sherpa Agent | |
|---|---|
| Calls | Made from the lead or the Power Dialer, with the recording and a written transcript saved on the client |
| Texts | Two-way texts from your business number, in the same timeline as your calls |
| Stage moves | Every move is written to the client's activity log |
| Follow-ups | Each stage books the next to-do, shown on the client and on your calendar |
| Phone price | Pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text. No monthly fee |
| CRM price | $49/month or $470/year (save 20%), DealSign included |
For LionDesk's current plans, pricing and features, check its own website; they change over time. LionDesk is a trademark of its owner and is not affiliated with DealSherpa.
Pick a local number
Choose a number from the Phone page and verify your cell. Calls ring your cell with the caller's name first.
Call and text from the client
Open a lead and call or text. The call, its recording and the transcript are saved right there.
See the whole story
Before the next call, read the timeline: every call, text, stage move and to-do, in order.
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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A simple test for any agent CRM
LionDesk is a CRM many real estate agents have used. For what it includes and costs today, see its own website. A good test for any CRM is simple: open one client and see if you can find everything, the last call, the last text, what stage the deal is in and what is due next, without digging through other apps.
One timeline per client
In Deal Sherpa Agent each client has one record. Calls you make from the lead or the Power Dialer are logged there with their result. Recordings and voicemails are saved and written out so you can skim them. Texts sit in the same timeline. When you move the card to a new stage, that move is logged too.
A business number that rings your cell
Give buyers and sellers one local number. Calls ring your cell with the caller's name first; set your business hours and voicemail picks up after them. Missed calls are tracked, so you can see who called, who you called back and who is still waiting. Texting starts once your one-time texting setup is approved.
Pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text, from your prepaid balance. No monthly fee.
Boards and follow-ups
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 books its own follow-up. Closed clients get a check-in every 90 days.
Pricing
$49/month, or $470/year (save 20%) for the CRM, calendar and DealSign e-signatures. The phone is optional and pay as you go. 7-day free trial, no card required. For LionDesk, check its current pricing on its own website. Every DealSherpa plan is on the pricing page.
Questions
Is Deal Sherpa Agent a LionDesk alternative?
It is a real estate agent CRM you can use instead: seller and buyer boards, automatic follow-ups, calls and texts on each client's timeline, and DealSign e-signatures, from $49/month. Compare it with LionDesk's current features on its own site before you decide.
Are calls recorded?
Yes. Calls and voicemails are saved on the client with a written transcript, so you can skim what was said.
What does the phone cost?
It is pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text, from your prepaid balance. There is no monthly phone fee.
Can I text clients?
Yes, from your business number, once your one-time texting setup is approved. Texts sit in the same timeline as your calls.
Is DealSherpa affiliated with LionDesk?
No. LionDesk is a trademark of its owner and is not affiliated with DealSherpa. For its current plans and pricing, check its own website.
Every conversation, on the client
Calls, texts, recordings and follow-ups in one record. $49/month, phone pay as you go.
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