A Lofty Alternative That Is Ready the Day You Sign Up
Deal Sherpa Agent is a real estate agent CRM that is ready the day you sign up: a seller board, a buyer board, follow-ups already built into every stage, a calendar and DealSign e-signatures, for $49/month. 7-day free trial, no card required.
What you get on day one
| Deal Sherpa Agent | |
|---|---|
| Price | One plan, $49/month or $470/year (save 20%) |
| Free trial | 7-day free trial, no card required |
| Stages | 6 seller stages and 5 buyer stages, already set up |
| Follow-ups | Each stage books its own next to-do, so there is nothing to build first |
| Past clients | A Sphere page for past clients and the people you tag Sphere |
| Contracts | DealSign e-signatures included |
For Lofty's current plans, pricing and features, check its own website; they change over time. Lofty is a trademark of its owner and is not affiliated with DealSherpa.
Start the trial
7-day free trial, no card required. Your seller and buyer boards are already there, with their stages in place.
Bring your contacts
Upload a CSV from the CRM or spreadsheet you use now. Pick which column is which. Everyone lands on your Leads board with their tags and notes, and you move each one onto the Sellers or Buyers board.
Work today's list
Open the calendar, call the people on it, and move each card when the deal moves. The next follow-up books itself.
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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Comparing Lofty with other agent CRMs
Lofty, formerly known as Chime, is a platform many real estate agents and teams know. For what it includes and costs today, look at its own website. When you compare, start from your own week: how many sellers and buyers you are working, how you follow up now, and how much time you want to spend setting up a system before it helps you.
Deal Sherpa Agent is made for an agent who wants to open the CRM and start working, with the stages and follow-ups already decided.
Stages that are already set up
The Sellers board runs New lead, Appointment set, Listing signed, Active, Under contract, Closed. The Buyers board runs New buyer, Showing, Offer out, Under contract, Closed. You drag a card when something changes; you do not have to design a pipeline first.
Follow-ups built into every stage
A new lead gets a call to-do the same day. A listing appointment gets a follow-up two days later. A signed listing gets a prep to-do, an active listing gets a weekly seller update, and an offer out gets a check the next day. Closed clients get a check-in every 90 days. When you check a to-do off, the next one is already on the calendar.
A Sphere page for past clients
Everyone you close with, plus anyone you tag Sphere, sits on one page with their last touch and next to-do. When a deal closes, an "Ask for a referral" to-do is booked 30 days later. You can import your sphere from a CSV, and nothing is sent to them when you do.
DealSign for your contracts
Upload your listing agreement or purchase contract, place the signature and date fields, and send it from the same login. See who has opened and signed. How DealSign works.
Pricing
$49/month, or $470/year (save 20%), with the CRM, calendar, Sphere page and DealSign included. 7-day free trial, no card required. For Lofty, check its current pricing on its own website. Every DealSherpa plan is on the pricing page.
Questions
Is Deal Sherpa Agent a Lofty alternative?
It is a real estate agent CRM you can use instead: seller and buyer boards, follow-ups built into every stage, a Sphere page for past clients and DealSign e-signatures, in one $49/month plan. Compare it with Lofty's current features on its own site before you decide.
How long does it take to set up?
The boards, stages and follow-ups are ready when you sign up. Most of the work is uploading your contacts from a CSV and moving each one onto the Sellers or Buyers board.
Can I bring my contacts over?
Yes. Export a CSV from the CRM or spreadsheet you use today and upload it. You choose which column is which; tags, notes and any to-do dates in the file come across, and columns with no matching field are kept in a note on the lead.
How much does Deal Sherpa Agent cost?
$49/month or $470/year (save 20%). 7-day free trial, no card required.
Is DealSherpa affiliated with Lofty?
No. Lofty is a trademark of its owner and is not affiliated with DealSherpa. For its current plans and pricing, check its own website.
Open it and start working
Stages, follow-ups, a Sphere page and DealSign, ready on day one, for $49/month.
Start free 7-day trial