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.

Deal Rooms

A client experience
that carries your brand.

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.

No Account Required

Anyone with the link and a verified email can view the room. No sign-up wall between your client and the deal.

Document Sharing & Requests

Share agreements, reports, and disclosures — and request documents back. Clients download or upload without creating an account.

Co-Branded, Not DealDecks-Branded

Your logo, your brand color, your name on the room. Clients see your business, not ours.

Live Status & Milestones

Asset photos, key dates, and milestone progress clients can watch in real time. Fewer check-in calls. More confidence.

Event Lead Capture

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.

AI Deal Briefings

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.

Pipeline & Deal Management

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.

SMS & Email

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.

Update Deals by Text or Voice Memo

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.

TCPA-Compliant

Consent tracking and automatic opt-out handling built in. Stay compliant without extra work.

Automations

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.

  • 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.

Commissions

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.

Team & Reporting

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.