A Real Estate CRM Built for How Agents Work
A CRM for real estate agents should tell you who to call today and what comes next for every seller and buyer. Deal Sherpa Agent does that with two boards, follow-ups that schedule themselves, a calendar and DealSign e-signatures, for $49/month. 7-day free trial, no card required.
A real estate CRM checklist
| What to look for | Why it matters | In Deal Sherpa Agent |
|---|---|---|
| Pipelines for sellers and buyers | A listing and a buyer search move through different steps | Two boards: 6 seller stages, 5 buyer stages |
| Automatic follow-ups | A lead who never hears back goes cold | Every stage books its own next to-do |
| One calendar | Follow-ups, showings and appointments in one place | Built-in calendar, with the lead one click away |
| Past-client care | Repeat and referral business | A check-in every 90 days after closing, and a Sphere page |
| Email drips | Stay in touch without writing every email | Starter drips you rewrite in your own words |
| Calling and texting | Talk to clients from their record | Optional phone, pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text |
| E-signatures | Get listing agreements and contracts signed | DealSign included |
| A fair price | One cost, with the core tools included | $49/month or $470/year (save 20%) |
Add a lead
Type them in and they land in the first stage of the Sellers or Buyers board with a call to-do for today. Or upload a CSV and move each one onto a board.
Move the card
Booked an appointment? Drag the card. The follow-up for that stage goes on your calendar.
Check off and repeat
Finish a to-do and the next one is already there, all the way to closing and the past-client check-ins after it.
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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Seller board
New lead, Appointment set, Listing signed, Active, Under contract, Closed. Each stage has its own follow-up, from a same-day call to a weekly seller update while the listing is active.
Buyer board
New buyer, Showing, Offer out, Under contract, Closed. A showing gets a follow-up two days later, and an offer out gets a check the next day.
Sphere page
Past clients and the people you tag Sphere, each with their last touch and next to-do. Import them from a CSV without sending anything.
Email drips
Starter drips for new leads, nurture and past clients. Edit the emails, add your signature and send yourself a test.
Phone and Power Dialer
A local business number that rings your cell, texting once your texting setup is approved, and a Power Dialer. $2 a month per number, 5¢ a minute, 2¢ a text, no monthly fee.
DealSign
Upload your forms, place signature and date fields, send, and see who has opened and signed.
What is a real estate CRM?
A CRM (customer relationship management) system is where an agent keeps every lead and client, what stage each one is in, and what needs to happen next. A spreadsheet can hold names and numbers. A CRM also reminds you to call, keeps the history of each conversation and shows your whole pipeline at a glance.
What a real estate agent CRM should do
Agents work two kinds of clients. Sellers go from first call to appointment, listing, active, under contract and closed. Buyers go from first call to showings, offers, contract and closing. A CRM built for agents keeps those apart, so a buyer search and a listing never share a column.
The second job is follow-up. The best system is the one that books the next step for you, so the call happens on a busy week too. The third is everything around the deal: a calendar, a way to call and text, and a way to get documents signed.
How Deal Sherpa Agent handles it
Every stage on both boards has its own to-do. Move a card and that to-do lands on your calendar; check it off and the next one is there. After closing, a past-client check-in comes back every 90 days, and an "Ask for a referral" to-do comes up 30 days after the close.
Moving from another CRM or a spreadsheet
Export a CSV from what you use now and upload it. You pick which column is which; tags, notes and to-do dates come across, and any column without a matching field is kept in a note on the lead, not dropped.
Pricing
$49/month, or $470/year (save 20%). The CRM, calendar, Sphere page, email drips and DealSign are included. The phone is optional and pay as you go. 7-day free trial, no card required. Every plan is on the pricing page.
Questions
What is the best CRM for real estate agents?
The one you will open every morning and keep up to date. Look for separate seller and buyer pipelines, follow-ups that schedule themselves, one calendar, past-client care and a way to get contracts signed, at a price that includes them.
Do real estate agents need a CRM?
If you are working more clients than you can track in your head, a CRM helps you call people back on time and keep in touch after closing. It also keeps your pipeline in one place instead of spread across texts, notes and email.
How much does Deal Sherpa Agent cost?
$49/month or $470/year (save 20%). The phone is optional and pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text, with no monthly fee.
Is there a free trial?
Yes. 7-day free trial, no card required. Add a card before it ends to keep your account.
Can I import my contacts?
Yes. Upload a CSV from your current CRM or a spreadsheet with names, phones and emails, and choose which column is which.
Does it include e-signatures?
Yes. DealSign is included, so you can send your own listing agreements and contracts for signature from the same login.
Know who to call today
Two boards, follow-ups that schedule themselves, a calendar and DealSign, for $49/month.
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