The CRM Built for Real Estate Professionals
YOUR
PIPELINE,
On Autopilot.
DealFlow is the CRM built for real estate professionals who want their follow-up, marketing, and lead nurture to run without them babysitting it. Agents, brokerages, lenders, marketing partners -- if you work in real estate, this is your engine.
No credit card required. Beta spots are first-come, first-served.
The Real Problem
Let's Be Honest
About Your CRM.
You signed up for a CRM because someone told you it would change your business. And then... nothing happened. It sits there. Empty. Collecting digital dust while your leads go cold and your competitors close the deals you should have closed.
You know you should be following up. You know you should be sending market updates and staying top-of-mind with past clients. But between closings, client calls, team meetings, and actually living your life -- the CRM is always the thing that gets pushed to tomorrow.
"Every lead that goes cold is revenue that went to someone else. Every past client who hasn't heard from you in six months is a referral that will never happen."
You're not lazy. You're busy. And your tools are failing you.
Everything You Need
37+ Features.
Zero Guesswork.
DealFlow is the most complete CRM built for real estate professionals. Every feature is pre-loaded, pre-written, and ready to run from day one.
Core CRM
The engine that runs your business
Smart Dashboard
Key metrics, recent activity, and quick actions at a glance. Know your business in 10 seconds.
Contact Management
Full contact profiles with tags, notes, activity history, and detail pages. Never lose track of a lead again.
Visual Pipeline
Kanban-style deal pipeline with drag-and-drop stages. See exactly where every deal stands.
Pipeline Insights
Analytics and conversion metrics that show you what's working and where deals are stalling.
Automated Sequences
Pre-built email nurture sequences that follow up for you. Leads stay warm without you lifting a finger.
Task Management
Tasks tied to contacts and deals. Nothing falls through the cracks.
Email Template Library
Ready-to-use email templates organized by category. Professional copy, written by a real strategist.
Transaction Tracking
Track every transaction from contract to close. Dates, documents, milestones -- all in one place.
Commission Tracker
Track commissions and revenue per deal. Know exactly what you're earning.
Revenue Dashboard
Financial overview with revenue tracking, projections, and performance trends.
SMS Messaging
Send text messages directly from the CRM. Conversation view, AI-generated messages, quick templates, and delivery tracking. Like Bonzo, but built in.
Review Requests
Send Google review request emails to past clients with one click. Track who's been asked and who's responded.
Monthly Report
Auto-generated monthly business report with key metrics, pipeline health, and revenue summary.
AI-Powered Tools
Your marketing team that never sleeps
Interactive Content Calendar
Plan and schedule content across every platform with the 4-pillar framework. Authority, Social Proof, Connection, Conversion.
AI Content Generator
Generate just-sold posts, listing descriptions, market updates, outreach emails, social posts, case studies, and seasonal content with one click.
AI Caption Generator
Platform-specific captions with hooks, hashtags, and CTAs. Written in your voice, not a robot's.
Market Snapshot Emails
AI-generated weekly market update emails sent automatically to your contacts. Stay top-of-mind effortlessly.
Voice Entry
Add contacts by speaking. Voice transcription captures the details so you can keep moving.
Client Onboarding
10 done-for-you checklist templates
Realtor Onboarding
Step-by-step checklist for onboarding new realtor clients into your marketing system.
Buyer Checklist
33 items across 7 stages from pre-qualification through post-closing for your buyer clients.
Seller Checklist
33 items from pre-listing prep through post-closing. Every step mapped for your sellers.
Investor Checklist
Deal analysis, rehab management, tenant placement, and portfolio tracking for investor clients.
New Agent Launch
First 90 days mapped: headshots, MLS setup, sphere outreach, first listing prep.
+ 5 More Templates
Brokerage, Local Business, Lender, Relocation Client, and Past Client Re-Engagement checklists included.
Lead Generation Tools
Embeddable tools that capture leads for you
Neighborhood Match Quiz
Interactive quiz that matches leads to neighborhoods and captures their email. Embed it on your site.
Offer Simulator
Helps buyers understand competitive offer strategies while capturing their contact info.
Relocation Planner
Guides out-of-state buyers through their move to your market. Built-in lead capture.
Q&A Library
Searchable real estate FAQ knowledge base that positions you as the local expert.
Trust Map
Service area map with testimonials and social proof. Show leads you own your market.
ROI Calculator
Marketing ROI calculator for prospects. Let the numbers sell for you.
Client Portal
Client-facing portal for transaction updates. Keep your clients informed without the phone calls.
Deploy Tools
Embed codes and share links for all lead gen tools. Drop them on any website in minutes.
Admin & Platform
Built for you to run and grow
Blog Admin
Create, edit, and publish blog posts with SEO-friendly URLs directly from your CRM.
Beta Tester Management
Manage beta tester invites, access, and feedback all in one place.
Feedback Inbox
Collect and review user feedback to keep improving your service.
Magic Link Login
Passwordless login via email. No passwords to remember, no friction to access.
Guided Onboarding
Step-by-step setup wizard gets new users productive in minutes, not hours.
Referral System
Built-in referral sharing so your users can spread the word and you can track it.
And we're adding more every month.Get in early.
Inside the Platform
Built to Run
Your Entire Business.
Is This You?
Is DealFlow
Right for You?
You're a real estate professional whose follow-up is costing you deals and referrals.
You've tried other CRMs but they were too complicated, too generic, or too empty for your business.
You want a system that works from day one without spending hours setting it up.
You're ready to invest in something that actually drives revenue.
You want your marketing to run on autopilot so you can focus on clients and closings.
You want a finished system -- not another DIY project that collects dust.
"DealFlow is not a blank canvas. It's a finished painting that you hang on the wall and it starts making you money."
Pricing
Simple Pricing.
Serious Results.
Beta members lock in founding member pricing -- up to 40% off for life.
Starter
For professionals getting started with automation
Locked in for life as a founding member
- Full CRM access
- 1 pipeline
- Core email automations
- 5 content templates/month
- Social scheduling (2 platforms)
Professional
For professionals ready to scale their business
Locked in for life as a founding member
- Everything in Starter
- Unlimited pipelines
- Full content library
- All-platform social scheduling
- Listing launch automation
- Advanced reporting
Concierge
For professionals who want a marketing team
Locked in for life as a founding member
- Everything in Professional
- Done-for-you content (4 posts/week)
- Email campaign management
- Monthly strategy call
- Priority support
Enterprise
For teams, brokerages, and multi-office operations
Locked in for life as a founding member
- Multi-agent access
- Team dashboards
- Lead routing
- Brokerage branding
- Dedicated onboarding
Getting Started
Up and Running in
30 Minutes. Not 30 Days.
Join & Connect
Sign up, connect your email and phone, and import your contacts. DealFlow walks you through it in under 30 minutes.
Activate Workflows
Choose the workflows that match your business -- buyer leads, seller leads, past clients. Toggle them on. They start running immediately.
Watch It Work
DealFlow handles the follow-up, the nurture, the social posting, and the reminders. You focus on what you do best -- closing deals and serving clients.
Emily Wyatt
Founder, Real Estate Concierge Services Co.
The Story
Why I Built This
I'm Emily Wyatt, and I've spent years working inside real estate businesses as a fractional marketing partner. I've seen the same story over and over: talented professionals losing deals because their systems are broken.
I built DealFlow because I got tired of watching good people leave money on the table. Agents, lenders, brokerages -- the problem is the same everywhere. I took everything I know about real estate marketing and put it all inside one platform.
"DealFlow is everything I would build for you if I were your full-time marketing department. Except it costs a fraction of that and it runs 24/7 -- no matter what role you play in real estate."
What Agents Are Saying
Built by Someone Who Gets It.
DealFlow was designed alongside real agents, for real workflows. Here's what early beta testers are saying.
“I've tried every CRM out there. DealFlow is the first one that actually came with the emails and workflows already built. I turned it on and it started working for me the same day.”
Jessica M.
Buyer's Agent, Raleigh NC
“The AI content generator alone is worth it. I used to spend an hour writing a just-sold post. Now I fill in the details and have a polished post in 10 seconds. My engagement has tripled.”
Marcus T.
Listing Agent, Lake Norman NC
“I was drowning in follow-ups. DealFlow's pipeline insights told me exactly which leads were going cold and what to do about it. I closed two deals last month that I would have lost.”
Priya S.
Team Lead, Charlotte NC
200+
Beta Testers
4.9/5
Early Tester Rating
15+
Pre-Built Sequences
<2 min
Average Setup Time
Questions
Frequently Asked
Questions
DealFlow is built on enterprise-grade infrastructure designed specifically for real estate professionals. Agents, lenders, brokerages, marketing partners -- it works for everyone in the industry. You don't need any other CRM.
Absolutely not. If you can send a text message, you can use DealFlow. The workflows are pre-built and the onboarding wizard walks you through setup in under 30 minutes.
We'll help you migrate your contacts into DealFlow during onboarding. Most professionals are up and running the same day.
Yes. Every template is fully editable. But most users love them as-is because they're written by a real estate marketing strategist to sound natural and drive responses.
The Concierge tier is for professionals who want a marketing team, not just a tool. Our team creates custom content, manages campaigns, and provides monthly strategy calls.
No long-term contracts. Month-to-month. Cancel anytime. Beta founding members who stay get locked-in pricing for life.
Anyone in the real estate industry who needs a CRM that actually works: agents, team leads, brokerages, lenders, title companies, marketing partners, and property managers. If you have clients and leads to manage, DealFlow is for you.
The beta is live right now! Click 'Go to CRM' to create your account and start your free 30-day trial. Beta testers get 50% off a lifetime monthly subscription.
Your Leads Are Not
Going to Wait.
Every day without a system is another day your leads are going cold and your pipeline is leaking money. DealFlow is ready. Are you?
Try It Free for 30 Days
Take DealFlow for a spin. No credit card. No commitment. Just a CRM that actually does the work for you.
Beta testers get 50% off a lifetime monthly subscription
Founding members get locked-in pricing for life.