DealDecks replaces the stack. No more juggling a CRM, texting app, email client, e-sign tool, and commission spreadsheet. Every feature is built around the deal.
Send one link and every party to the deal — buyer, seller, co-broker, attorney — sees exactly where things stand. No account to create, no app to download. Just your logo, your colors, and a one-time email code at the door.
Anyone with the link and a verified email can view the room. No sign-up wall between your client and the deal.
Share agreements, reports, and disclosures — and request documents back. Clients download or upload without creating an account.
Your logo, your brand color, your name on the room. Clients see your business, not ours.
Asset photos, key dates, and milestone progress clients can watch in real time. Fewer check-in calls. More confidence.
Create branded capture events with a unique QR code. Leads scan in, fill out a short form, and land directly in your contacts — consent recorded, interest noted, ready to work.
QR Code Capture
Generate a unique QR code for any event or individual listing. Leads scan it at the venue and submit their info on their own phone — no paper, no clipboard.
Tablet Kiosk Mode
Run a self-service station at high-traffic events. The form auto-resets after each submission so the next visitor gets a clean screen.
SMS Consent Tracking
Opt-in checkbox is baked into every capture form. Consent is recorded at the moment of capture — stay TCPA-compliant without any extra steps.
Per-Asset Placards
Generate a printable QR placard for each individual listing at an event. Every lead is automatically tagged with the asset that sparked their interest.
An AI-generated brief on every deal — grounded in real activity, not invented context. Open a deal and see the most recent development, the active negotiation, who owes the next move, and the blocker that could derail it.
Four to five sentences summarizing the deal's real activity — emails, SMS, notes, stage changes. No fluff, no invention.
Briefings call out the blocker, hesitation, or delay so quiet deals don't stay invisible.
Every briefing names who owes the next action and what's outstanding — so you walk in ready.
Briefings refresh as the deal moves. Regenerate any time; runs on a fast, low-cost model so usage stays affordable.
DealDecks is built around the deal — not the contact. Every piece of information, every conversation, every document lives inside the deal it belongs to.
Kanban Pipeline
Drag deals through custom stages. See the full value of each column. Know immediately what needs attention.
Deal Timeline
A complete activity log — notes, calls, messages, stage changes — automatically recorded on every deal.
Tasks & Reminders
Add tasks directly to a deal. Set due dates, assign to team members, and get reminders before deadlines hit.
Pipeline Forecasting
Set expected close dates and deal values. See projected revenue by month without building a spreadsheet.
Message clients the way they want to hear from you — SMS or email — without ever leaving DealDecks. Everything is logged, searchable, and attached to the right deal.
Send and receive text messages directly from any deal or contact record. Full conversation history, always visible.
Send deal-specific emails and see replies in context. No more digging through your inbox to find what you sent.
All incoming messages — SMS and email — in a single inbox. Filter by deal, contact, or unread.
Text “offer accepted, closing March 3” — or say it in a voice memo from the car. DealDecks logs the note, moves the stage, sets the task, and texts back a confirmation you can undo.
Consent tracking and automatic opt-out handling built in. Stay compliant without extra work.
Most deals die in the silence between conversations. DealDecks automations make sure that silence never lasts too long.
Follow-up Sequences
Build timed sequences of SMS and email messages that go out automatically on a schedule you define.
Stage-Change Triggers
When a deal moves to a new stage, automatically create tasks, send messages, or notify team members.
Inactivity Alerts
Get notified when a deal hasn't had activity in a set number of days. Never let a hot lead go cold.
Cold-Lead Radar
Contacts with no touch in two weeks and no active deal surface on your dashboard, coldest first — before the long tail of your lead list quietly dies.
Custom Automations
Build your own triggers and actions in the visual automation builder. If this, then that — for your entire pipeline.
Commission tracking that lives inside the deal — not a separate spreadsheet you update after closing.
Enter the commission structure for any deal type. Track gross commission, splits, referral fees, and net payout.
Define splits between agents and the brokerage. DealDecks calculates the math automatically.
See projected commissions for deals in your pipeline based on expected close dates and probability.
Pull reports on commissions earned, pending, and paid — by agent, by month, or by deal.
Stop managing by asking for status updates. DealDecks gives you pipeline visibility and performance data without the overhead.
Pipeline Dashboard
Total pipeline value, deals by stage, and projected closings — updated in real time as your team works.
Lead Source Performance
See which sources produce the most deals and the most revenue. Invest in what works.
Agent Performance
Track deal counts, pipeline value, close rates, and activity by agent on team plans.
Role-Based Access
Control what each team member can see and do. Agents see their deals. Managers see everything.
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