A Wise Agent Alternative That Keeps Past Clients Close
Deal Sherpa Agent is a real estate agent CRM that keeps working after closing day: past-client check-ins, a referral ask and a past-client email drip are set up the moment a deal closes. $49/month with DealSign included. 7-day free trial, no card required.
What happens when you move a deal to Closed
| Deal Sherpa Agent | |
|---|---|
| Check-ins | A past-client check-in every 90 days, with a call script |
| Referrals | An "Ask for a referral" to-do 30 days after closing |
| The past-client email drip starts on its own, so edit its emails before your first closing | |
| Sphere page | Past clients and the people you tag Sphere, with the last touch and next to-do for each |
| Price | $49/month or $470/year (save 20%), DealSign included |
| Free trial | 7-day free trial, no card required |
For Wise Agent's current plans, pricing and features, check its own website; they change over time. Wise Agent is a trademark of its owner and is not affiliated with DealSherpa.
Import your sphere
Upload a CSV of past clients, friends and family. They land on your Sphere page and nothing is sent to them.
Close a deal
Drag the card to Closed. The check-in, the referral ask and the past-client drip are set up for you.
Make the call
When a check-in comes due it is on your calendar with a short script, and the next one books itself when you check it off.
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 Wise Agent with other options
Wise Agent is a CRM that many real estate agents know. For what it offers and costs today, check its own website. A useful way to compare any CRM: look at what it does for you after closing day, because past clients and the people they send you are often where the next deal comes from.
Closing day starts the next deal
Move a seller or buyer to Closed and Deal Sherpa Agent books a past-client check-in every 90 days, with a short call script attached. Thirty days after closing, an "Ask for a referral" to-do comes up. The past-client email drip starts too, so read its emails and make them sound like you before your first closing.
A Sphere page for the people you know
Your Sphere page lists everyone you have closed with plus anyone you tag Sphere: friends, family and past clients from before you used the CRM. Each row shows the last touch and the next to-do. Bring people in from a CSV; the import sends nothing to anyone.
The under-contract stretch
When a seller or buyer goes under contract, a "Check contract deadlines" to-do lands two days out, and the next one follows when you check it off. Contracts themselves go out for signature through DealSign, in the same login. E-signatures for agents.
Pricing
$49/month, or $470/year (save 20%), with the CRM, Sphere page, email drips, calendar and DealSign included. 7-day free trial, no card required. For Wise Agent, check its current pricing on its own website.
Questions
Is Deal Sherpa Agent a Wise Agent alternative?
It is a real estate agent CRM you can use instead: seller and buyer boards, automatic follow-ups, past-client check-ins, a Sphere page and DealSign e-signatures, for $49/month. Compare it with Wise Agent's current features on its own site before you decide.
What happens when a deal closes?
A past-client check-in is booked every 90 days with a call script, an "Ask for a referral" to-do is set for 30 days later, and the past-client email drip starts.
Can I import past clients from before?
Yes. Upload a CSV and they land on your Sphere page. Nothing is sent to them when you import.
How much does it cost?
$49/month or $470/year (save 20%). 7-day free trial, no card required.
Is DealSherpa affiliated with Wise Agent?
No. Wise Agent is a trademark of its owner and is not affiliated with DealSherpa. For its current plans and pricing, check its own website.
Your next deal is a past client
Check-ins, referral asks and a Sphere page that run themselves, for $49/month.
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