DealFuse: the CRM for real estate investors
The board above is a live preview of DealFuse with sample leads. DealFuse is the CRM built into DealSherpa for investors and wholesalers who work seller leads by phone. It answers one question every morning: who do I call today, and what do I say? Every lead sits in a stage, every stage has a next step, and the next step already has a date.
DealFuse is included with DealSherpa Pro ($99/month) and the Deal Sherpa Bundle ($49/month). It is not sold on its own, and there is no second sign-up: open DealSherpa and DealFuse is in the sidebar.
A wholesaling CRM that tells you who to call today
Few sellers say yes on the first call. The work is remembering to make the next one. In DealFuse, Lead Management sorts every open to-do into three piles:
- Overdue: the calls you meant to make and didn't, oldest first, so the list is worked from the top.
- Due today: the follow-ups that land today.
- Scheduled: everything that is set for later, so you can see the week coming.
Open a lead, do the step, mark it done, and DealFuse tells you what is next and when. Nothing depends on a sticky note or on you remembering a seller who said “call me after the holidays”.
Follow-up sequences, already written
Two sequences ship ready to use, 11 touches in all, before you add your first lead:
- New lead — qualify (5 steps): Five call attempts with voicemail (texts on 1, 3 and the last) over a week, then Cold.
- Seller follow-up (6 steps): Three call attempts, then follow-ups at widening intervals.
Each step has a name, an action (call, voicemail, text) and a wait before the next one. When a step is checked off, the next one is scheduled on its own. When a sequence ends, the lead hands over to its stage's own rhythm, so it never drops off the list.
Lead stages that schedule their own to-dos
A lead moves through 15 stages, from New (Unqualified) to Dead Lead, and each stage sets how soon you hear about it again. A hot lead comes back every day, a warm lead every 14 days and a cold one every 30 days. A seller who said they are not interested gets a check-in every 90 days, because people change their minds when their situation changes. Lost and dead leads schedule nothing, so your list stays clean.
Drag a card from column to column on the pipeline board and the to-do follows. Leads can sit on 10 boards (Lead Management, Acquisitions, Under Contract, Pending, Closed, Transactions, Deep Prospecting, Wholesale, Flips, Rentals), so wholesale deals, flips and rentals each keep their own pipeline.
To-dos, notes and a calendar
Every lead page holds the seller's phones and emails, the property, the to-dos with a done count, and the notes from every conversation. The calendar works like Google Calendar, with day, week and month views, and every follow-up and appointment lands on it.
Push distressed leads straight in
DealSherpa Pro includes distressed-property lists: probate, tax delinquent, foreclosure, code violations, evictions and more. Tick the houses you want, or a whole filter, and push them to DealFuse. Each house becomes one lead, with the person to contact, the property, the mailing address and a note carrying what the list knows: the court case, the tax years, the sale date, the parcel. It is tagged with every list it came from. Pushing is free, and a house you already pushed stays one lead.
A pushed lead usually has no phone yet. Skip trace it from DealFuse at 12¢ per owner searched, pay as you go from a prepaid balance, and the call sequence starts as soon as a phone number is found. You can also bring your existing leads with you: export a CSV from your old CRM, match the columns and stages, and import it. Re-running the same file skips what is already there.
Calling and texting
Every lead shows its phone numbers ready to dial, and each step of a sequence says whether it is a call, a voicemail or a text. Calling and texting are built into DealFuse. DealFuse Phone is pay as you go from your prepaid balance: $2 a month for your own number, 5¢ a minute and 2¢ a text, no monthly fee. It comes with a power dialer that works your list one call at a time and logs every call to the lead. To text, you register your business once under Texting (the phone carriers require it), and texting opens on your account when that registration is approved.
DealSign: send the contract from the lead
When the seller says yes, press the DealSign button on the lead page. A new envelope opens with the seller's name, email and the property address already filled in. Send your purchase agreement for e-signature and track who has opened and signed. DealSign is included in both plans that include DealFuse. How DealSign works.
Which plan includes DealFuse?
- DealSherpa Pro, $99/month: distressed-property lists, Virtual D4D, DealFuse, DealSign, comps and the calculators. 3-day free trial, card required.
- Deal Sherpa Bundle, $49/month: Deal Search, DealFuse, DealSign, comps and the calculators. No free trial, billed today.
Compare them side by side on the pricing page, or start with the distressed-property lists that feed DealFuse.