DealsDone.io isn’t just for lead management—it’s built for the entire real estate process. From tracking seller leads and managing buyer lists to overseeing contracts and follow-ups, Pipelines adapt to your needs. Whether you’re managing assignments, direct-to-seller deals, or rental property acquisitions, Pipelines keep everything streamlined.
DealsDone.io’s Pipelines feature brings power and simplicity together. Designed to make lead management seamless—one of the most critical aspects of real estate—it functions as a premium CRM while also offering complete customization. With filtering, custom views, and a built-in deal value calculator, DealsDone.io is built to boost your efficiency and profitability.
We know every real estate professional has different workflows, which is why you can create unlimited Pipelines for different use cases—tailored to your business.
Efficiently capture, organize, and nurture seller and buyer leads with our powerful lead management system. Maximize conversions and close more deals.
Never let a motivated seller or serious buyer slip through the cracks. Stay organized with automated follow-up reminders.
Quickly identify the most motivated sellers and serious buyers. Automate pre-screening questions and assign lead scores so you can focus on closing the best deals.
Label deals, add due dates, attach contracts, and manage everything in one place. Adapt Pipelines to match your unique real estate workflow.
Track the data that matters most—whether it’s seller motivation, ARV, buyer criteria, or rehab estimates—so you can make better investment decisions.
See your pipeline the way that makes the most sense for you. Filter and organize information based on your criteria.
Keep all deal-related communication in one place. Collaborate in real-time and never lose important notes.
Manage leads, move them across your Pipelines, send invoices, and onboard sellers and buyers—all from one central hub.
Tailor your data view with custom filters and seamless integrations. Sort, track, and manage deals exactly the way you need to, while connecting with the tools you already use.
All your operations in one place. Easy to use. Client friendly. Save money from day one.
We have answered below the most common questions about the CRM
A CRM (Customer Relationship Management) tool is a software application that helps businesses manage and analyze customer interactions, track sales activities, and nurture relationships.
Our CRM tool utilizes a board-based system, similar to Trello, to organize and track customer-related activities. Boards represent customers, cards represent interactions or tasks, and lists categorize stages or statuses.
Absolutely! Our CRM tool supports collaboration by enabling you to invite team members, assign tasks, leave comments, and track progress together. This promotes efficient teamwork and ensures a unified approach to customer management.
Absolutely! Our CRM tool supports collaboration by enabling you to invite team members, assign tasks, leave comments, and track progress together. This promotes efficient teamwork and ensures a unified approach to customer management.
Yes, our CRM tool is designed with mobile responsiveness in mind. You can access and manage your CRM boards and cards on both iOS and Android devices using our mobile applications.
Yes, our CRM tool offers integrations with popular tools such as email clients, calendars, project management platforms, and more. These integrations streamline workflows, enhance productivity, and ensure data consistency. (In progress)
We prioritize data security and employ robust measures to protect your customer data. This includes encryption, access controls, and regular data backups. Rest assured, your information is safe with us.
Yes, we provide customer support to assist you with any questions or issues you may encounter while using our CRM tool. Reach out to our support team via email, live chat, or community forums.
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