A Real Estate Follow-Up System That Books Itself
In Deal Sherpa Agent, follow-up is not a list you keep. Each seller and buyer stage books its own next to-do, Actions shows what is due, and email drips run in the background. You move the card; the system decides when you hear about it next. $49/month. 7-day free trial, no card required.
Every stage and the follow-up it books
| Stage | The to-do it books | When |
|---|---|---|
| Sellers: New lead | Call new seller lead | Same day, then every day until it moves |
| Sellers: Appointment set | Listing appointment follow up | 2 days after the move, then every 2 days until it moves |
| Sellers: Listing signed | Prep listing for market | 3 days after the move, then every 3 days until it moves |
| Sellers: Active | Weekly seller update | 7 days after the move, then every 7 days until it moves |
| Sellers: Under contract | Check contract deadlines | 2 days after the move, then every 2 days until it moves |
| Sellers: Closed | Past-client check-in | 90 days after the move, then every 90 days until it moves |
| Buyers: New buyer | Call new buyer | Same day, then every day until it moves |
| Buyers: Showing | Showing follow up | 2 days after the move, then every 2 days until it moves |
| Buyers: Offer out | Check on offer | 1 day after the move, then every day until it moves |
| Buyers: Under contract | Check contract deadlines | 2 days after the move, then every 2 days until it moves |
| Buyers: Closed | Past-client check-in | 90 days after the move, then every 90 days until it moves |
Checking a to-do off books the next one. A lead with a later to-do already on it is left alone.
A stage is a schedule
Drop a lead in a stage and that stage's to-do is booked. It keeps coming back on its rhythm until the lead moves.
Actions tells you the order
Overdue first, then due today, then scheduled. Filter to calls, texts or emails and work one kind at a time.
Drips cover the gaps
An email drip can start on its own when a lead reaches a stage, so new leads hear from you while you are busy.
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 →
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 →
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 →
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 →
What a follow-up system has to do
Most agents do not need more reminders. They need the right reminder to appear at the right time without setting it up, and a single place to see what is due. A real estate follow-up system should book the next step when a deal moves, tell you who to contact first, and keep in touch by email when you cannot.
Stage by stage
The table above is the whole rhythm. A new seller or buyer lead is due the same day, and the call comes back every day until you move them. After a listing appointment the follow-up lands two days later. A signed listing gets a prep to-do, an active listing gets a weekly seller update, and a deal under contract gets a deadline check. When you check a to-do off, the next one for that stage is booked unless the lead already has a later one.
Actions: your day in one list
Actions groups every open follow-up as overdue, due today or scheduled, and filters them to calls, texts or emails. Start with what is overdue, then clear today. Each row shows the lead and the next action, so you can work through the list without opening every contact.
The calendar
Every follow-up, showing and appointment you set lands on the CRM calendar, with the lead one click away. It is the same to-dos as Actions, laid out by day.
Email drips
Starter plans such as Speed to Lead, New Buyer, New Seller and Past Client come with draft emails. Rewrite them in your own words, then choose whether a plan starts on its own when a lead reaches a stage. Emails go out in your name.
After closing
Moving a deal to Closed starts a different rhythm: a past-client check-in every 90 days, an "Ask for a referral" to-do 30 days after closing, and the Past Client email drip. The details are on the past client follow-up page.
Pricing
$49/month or $470/year (save 20%), with the boards, follow-ups, Actions, calendar, email drips and DealSign included. See the pricing page.
Questions
What is a real estate follow-up system?
A way to make sure every lead and client hears from you at the right time. In Deal Sherpa Agent each stage books its own to-do, Actions lists what is due, and email drips keep in touch in between.
Do I set the follow-up dates myself?
No. Each stage has its own to-do and timing. Move a lead to a new stage and its follow-up is booked. You can still add your own to-dos.
What happens when I check a to-do off?
The next one for that stage is booked, on the stage's rhythm, unless the lead already has a later to-do.
Can drips start automatically?
Yes. An email drip plan can be set to start when a lead reaches a stage, such as New lead or New buyer.
Does it follow up with past clients?
Yes. Closed clients get a check-in every 90 days, an "Ask for a referral" to-do and the Past Client email drip.
How much does it cost?
$49/month or $470/year (save 20%). 7-day free trial, no card required.
Move the card. The follow-up books itself.
Stage follow-ups, Actions, a calendar and email drips, in one $49/month plan.
Start free 7-day trial