A CRM built for how real estate agents actually work
Most real estate CRMs are built for brokerages — dozens of agents, complex permissions, and licensing costs that match. DeedCRM is different. It's built for agents who want a clean, fast view of every lead and every deal, with nothing in the way.
Your full pipeline in one place. Every contact updated and accessible. No missed follow-ups, no duplicate effort.
What you get
Lead pipeline
Every lead, every stage — one board for your whole team
The pipeline board is where your team lives. Move leads through stages as your relationship develops — from first inquiry through showing, contract, and close. Both agents see every update the moment it happens.
- Kanban board with five standard real estate stages
- Assign any lead to either agent — or share it
- Days-in-stage counter flags stalled leads before they go cold
- Filter by agent, stage, price range, or property type
Andrea Mercer
Buyer · Active · Assigned to JTProperty interest
3BR single-family
Budget
$850K–$950K
Target area
Westside, Oak Park
Last contact
01/15/2025
Follow up: Schedule 2nd showing
Due 01/18/2025 · Assigned to JT
Activity
01/15
Showed 3 properties on Oak Ave — she loved the corner lot but flagged small kitchen.
01/12
Intro call — confirmed $850K–$950K budget, needs 3BR, prefers Westside.
01/10
Inbound lead via Zillow. Responded within 2 hours.
Contact profiles
Full contact history. Nothing falls through the cracks.
Every contact has a single profile both agents can see and update. Every call note, every showing, every next step — all in one place. When your partner checks in on a lead, they see everything, and they can pick up right where you left off.
- Timeline of every note, call, and showing in one scrollable view
- Property interest, budget, and area preferences at a glance
- Next-action reminders assigned to either agent
- Stage and status that stays in sync with the pipeline board
You close deals. DeedCRM keeps everything pointed in the same direction.
A real estate CRM should reduce overhead — not add to it. DeedCRM is built without the enterprise bloat that makes other tools feel like a second job.
How it works
From first contact to closed deal
A new lead comes in
A lead arrives — from Zillow, Realtor.com, a referral, or a direct call. Add them to DeedCRM in under a minute: name, contact info, property interest, and price range. They appear immediately in the pipeline for both agents.
New Lead stage · Shared by both agentsAssign, contact, and log every interaction
Either agent claims the lead or you assign it. Every call, text, and showing gets a note added to their contact profile. When you both worked a lead, you both see every update — no separate inboxes to sync.
Contacted stage · Notes visible to both agentsMove through the pipeline as the relationship progresses
As a lead moves from initial contact to showing to offer, drag their card to the next stage. The days-in-stage counter surfaces leads going quiet so you can follow up before they go cold.
Showing → Under Contract stagesTrack the deal through close
Once under contract, the deal view shows all the key numbers: sale price, expected close date, commission projection. The activity feed shows recent updates so either agent can give clients an accurate status at any moment.
Under Contract → Closed · Deal dashboardPricing
One plan. Everything included. No surprises.
DeedCRM is one plan — no seat upsells, no feature tiers, no hidden costs. Just everything you need to work your pipeline.
Team Plan
For real estate agents and small teams
Common questions
How many users can access DeedCRM?
DeedCRM is built for small real estate teams. Contact us to discuss your team size and we'll find the right setup for you.
Is this different from Follow Up Boss or kvCORE?
Yes — significantly. Those platforms are built for large brokerages with complex permissions and dozens of seats. DeedCRM is built without that overhead — no configuration maze, no per-seat pricing, no features you'll never use.
Do all users get full access?
Yes. Everyone on your team shares one workspace with full read and write access to every lead, contact, and deal. There are no permission tiers — just one view for the whole team.
Is it specific to residential real estate?
It works well for any residential real estate context: buyer representation, seller representation, or a mix of both.
Ready to run your pipeline like a team?
Stop managing leads through spreadsheets and text threads. DeedCRM keeps both agents on the same page, from first contact to close.