A complete platform
for the entire deal lifecycle.
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.
See your entire book of business
at a glance.
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.
Every conversation
tied to the deal.
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.
Built-in SMS
Send and receive text messages directly from any deal or contact record. Full conversation history, always visible.
Email Threading
Send deal-specific emails and see replies in context. No more digging through your inbox to find what you sent.
Unified Inbox
All incoming messages — SMS and email — in a single inbox. Filter by deal, contact, or unread.
TCPA-Compliant
Consent tracking and automatic opt-out handling built in. Stay compliant without extra work.
A client experience
that carries your brand.
Give every deal a client-facing portal where documents get shared, signatures get collected, and clients can see exactly where things stand — without needing to call you.
Client Portal
A clean, professional deal room for every transaction. Share the link and your client has everything they need.
Document Sharing
Upload agreements, reports, and disclosures. Clients can download, review, and sign without creating an account.
E-Sign Support
Request signatures directly in the deal room. Get notified when documents are signed.
Status Updates
Post deal milestones and updates that clients can see in real time. Fewer check-in calls. More confidence.
Follow up without
thinking about it.
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.
Custom Automations
Build your own triggers and actions in the visual automation builder. If this, then that — for your entire pipeline.
Walk into every call
knowing where it stands.
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.
Per-Deal Briefing
Four to five sentences summarizing the deal's real activity — emails, SMS, notes, stage changes. No fluff, no invention.
At-Risk Surfacing
Briefings call out the blocker, hesitation, or delay so quiet deals don't stay invisible.
Next-Move Clarity
Every briefing names who owes the next action and what's outstanding — so you walk in ready.
Cached & On-Demand
Briefings refresh as the deal moves. Regenerate any time; runs on a fast, low-cost model so usage stays affordable.
Know exactly what
you'll earn on every deal.
Commission tracking that lives inside the deal — not a separate spreadsheet you update after closing.
Per-Deal Tracking
Enter the commission structure for any deal type. Track gross commission, splits, referral fees, and net payout.
Split Calculations
Define splits between agents and the brokerage. DealDecks calculates the math automatically.
Income Forecasting
See projected commissions for deals in your pipeline based on expected close dates and probability.
Commission Reports
Pull reports on commissions earned, pending, and paid — by agent, by month, or by deal.
Turn every open house
into a pipeline.
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.
Visibility across
your entire team.
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.
See it all in action.
Start a free trial and explore every feature — no credit card required.