How can we help you?
Step-by-step guides, walkthroughs and answers to common questions about DealSherpa, DealFuse and DealSign.
Frequently asked questions
Start on the dashboardOpen DealFuse → Dashboard. It's your command center: new leads, follow-ups due, your pipeline, deals under contract and signed. Send contract, Schedule and New lead are in the top right.Your DealFuse workflow, step by step→How the pipeline boards workOpen CRM Pipeline. Lead Management holds New, Nurture, Cold, Warm and Hot. After you set an appointment, move the lead to Acquisitions; once it's under contract, move it to Transactions. Use the › arrow to see the rest of the board.Your DealFuse workflow, step by step→Add a new leadOn the CRM Pipeline click Add New Card, then "create a new lead". Type the seller and property, choose the board and the category, and click Create Lead.Your DealFuse workflow, step by step→Write notes on the Message BoardOpen the lead, click the Message Board tab, type what happened on the call and press Enter. Every note for that lead is kept there.Your DealFuse workflow, step by step→Change the statusUse the category drop-down at the top right of the lead. The to-do changes with it right away: Hot gets a follow-up tomorrow, Warm in 14 days, Cold in 30.Your DealFuse workflow, step by step→Book the appointmentOn the lead, click Push to Calendar, set the date and time, and click Save Event. The appointment shows on your Calendar with the seller's phone number and address.Your DealFuse workflow, step by step→Your to-dos for the dayOpen Leads. Click Overdue or Due today to see what you owe today, and switch Hot, Warm or Cold on or off on the right to focus on one kind of lead.Your DealFuse workflow, step by step→Work a to-doOpen the lead. For a hot lead: call, and if there's no answer, text. Then click the circle next to the to-do, note what happened and click Save. The next to-do is scheduled for you.Your DealFuse workflow, step by step→Update the deal numbersOn the lead, fill in Deal Numbers (ARV, rehab estimate, offer price) and click Save Deal Numbers. Potential profit fills in, so you know your offer the next time you open the lead.Your DealFuse workflow, step by step→Change the category from Location in boardsAt the bottom of the lead, Location in boards shows the board and category. Change the category there and the next to-do updates on the spot.Your DealFuse workflow, step by step→Work your to-dos from the pipelineOn the CRM Pipeline click Filters, pick yourself under Assigned to, and tick "To-do due today or overdue". The board shows only the leads you owe a call.Your DealFuse workflow, step by step→Bring your leads over from another CRMGo to DealFuse → Leads → Import from another CRM and drop in the CSV your old CRM exports. Check the column matches, then click Import. Stages, tags, notes and to-dos come across on the same dates.Your DealFuse workflow, step by step→Start each day on the DashboardOpen Dashboard in the left menu. The five numbers across the top show New leads, Follow-ups due (with how many are overdue), Active pipeline, Under contract and Signed. "Up next" lists the calls and appointments due, oldest first.Your DealFuse CRM, step by step→Move deals along in the CRM PipelineOpen CRM Pipeline in the left menu. Each lead is a card and each column is a stage, so drag a card to the next column as the deal moves. Lead Management is where new leads start; Acquisitions, Transactions, Wholesale, Flips and Rentals are the other boards.Your DealFuse CRM, step by step→Work your follow-ups from LeadsOpen Leads in the left menu and click Overdue, then Due today. Tick several leads to tag them as a batch and start them through a follow-up sequence; the tag (for example "03 Call Attempt 1") shows which step each lead is on.Your DealFuse CRM, step by step→Keep appointments on the CalendarTo book an appointment with a lead, open the lead and click "Push to Calendar" in the Events box. It fills in today at the next hour; change the time and Save, and it shows on your Calendar with the lead's name. Click "Sync with Google Calendar" on the Calendar page once to see them on your phone too.Your DealFuse CRM, step by step→Mark numbers and leads with TagsOpen Tags in the left menu. Phone Tags mark single numbers (Dial First, Do Not Call, Wrong Number, Husband, Wife…), and Property and Contact Tags label the house and the person. "Show Leads" lists every lead with that tag; "+ Add New Tag" makes your own.Your DealFuse CRM, step by step→Run your numbers with CalculatorsOpen Calculators in the left menu. The MAO Calculator takes the after-repair value, rehab cost and your rule percentage (70% is typical; 65% hot market, 75% slow) and gives your max allowable offer. "Switch Calculator" opens the others.Your DealFuse CRM, step by step→Send contracts with DealSignClick "Send for Signature" in the left menu to open DealSign. Use Get Signatures to send a contract out, Sign a Document to sign one yourself, or Use a Template to reuse a contract you send often.Your DealFuse CRM, step by step→Find phone numbers with Skip TraceOpen Skip Trace in the left menu and upload a CSV with the owner's name and an address. It's pay-as-you-go from your balance: $0.12 per owner searched, any amount. Company and trust owners are skipped for free.Your DealFuse CRM, step by step→Add DealSherpa to your iPhoneOn iPhone: open dealsherpa.app in Safari and sign in, tap ••• next to the address bar → Share → View More → Add to Home Screen → Add. On Android: Chrome → ⋮ → Install app. Open DealSherpa from the new icon.Put DealSherpa on your phone→Add DealSherpa to your Android phoneOn Android: open dealsherpa.app in Chrome and sign in, tap ⋮ (top right), then Install app or Add to Home screen → Install. On iPhone: Safari → Share → Add to Home Screen. Open DealSherpa from the new icon.Put DealSherpa on your phone→Can't find what you need?
Use Live Chat at the bottom right. Ask your question there, or type "talk to Jack" to reach a person.