Pricing

Deal Sherpa Agent Pricing

One plan for real estate agents: $49/month or $470/year (save 20%). 7-day free trial, no card required. The CRM, the calendar, email drips, the Sphere page, referral tracking and DealSign e-signatures are included. The phone, the AI receptionist and a custom website are optional add-ons.

$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

The plan and the add-ons

What you getPrice
Deal Sherpa AgentSeller and buyer boards · Follow-ups that schedule themselves · Built-in calendar for follow-ups and appointments · DealSign e-signatures for your own contracts · Email drips$49/month, or $470/year (save 20%)
Free trialThe full plan while you set up7-day free trial, no card required
Phone add-onA business number, calling, texting and the Power DialerPay as you go: $2 a month per number, 5¢ a minute, 2¢ a text. No monthly fee
AI receptionist add-onAnswers your calls when you cannot$20 every 30 days from your balance, 90 minutes included. 60 more minutes for $13
Website add-onA custom SEO-optimized website on your own domain and hosting, with optional IDX listingsIDX is added to your plan at your market's cost, and we set it up for you. You register and pay for your own domain and hosting

Other DealSherpa plans are on the main pricing page.

1

Start the trial

7-day free trial, no card required. Set up your boards and contacts before you pay anything.

2

Add a card to keep it

Add a card before the trial ends and the plan continues at $49/month, or pick the yearly price.

3

Turn on add-ons when you want

The phone and the AI receptionist are paid from a prepaid balance, only once you turn them on.

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.

Start free 7-day trial →
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.

Start free 7-day trial →
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.

Start free 7-day trial →
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.

Start free 7-day trial →
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.

Start free 7-day trial →
dealsherpa.app
The leads list in Deal Sherpa Agent with each contact's stage and next to-do

What is included

  • Seller and buyer boards
  • Follow-ups that schedule themselves
  • Built-in calendar for follow-ups and appointments
  • DealSign e-signatures for your own contracts
  • Email drips with starter plans you can edit

Monthly or yearly

The plan is $49/month. Paying yearly is $470/year, which saves 20% against twelve monthly payments. There is no contract and you can cancel anytime.

The free trial

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

The phone add-on

Pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text, from your prepaid balance. No monthly fee. It gives you a business number for calling and texting, and the Power Dialer for working a list.

The AI receptionist add-on

$20 every 30 days, taken from your prepaid balance, with 90 minutes included. If you need more in a month, 60 more minutes are $13. When the minutes run out or you turn it off, calls go to your cell and then voicemail, as they would without it.

The website add-on

A custom SEO-optimized website on your own domain and hosting, with IDX listings if you want them. IDX is an add-on to your plan at your market's cost, and we set it up for you. You register your own domain and hosting and pay for them, so they stay in your name. See a sample agent website.

Other plans

DealSherpa also has plans for real estate investors and a standalone DealSign plan. Compare them on the pricing page.

Questions

How much is Deal Sherpa Agent?

$49/month or $470/year (save 20%).

Is there a free trial?

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

Is the phone included?

The phone is an optional add-on, pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text. There is no monthly phone fee.

What does the AI receptionist cost?

$20 every 30 days from your balance, with 90 minutes included. 60 extra minutes are $13.

Are e-signatures included?

Yes. DealSign is included in the plan for your own contracts and listing agreements.

Can I cancel anytime?

Yes. There is no contract.

One plan. Add-ons when you want them.

The CRM, calendar, email drips and DealSign for $49/month.

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