DealTrackr for Agents

DealTrackr is an all-in-one business organizer built for real estate professionals. Keep your clients, business contacts, pipeline opportunities, active transactions, deadlines, documents, follow-ups, and production goals together in one clean workspace.
MANAGE CLIENTS
• Organize buyers, sellers, referrals, and past clients
• Search, filter, and sort your client database quickly
• Save contact details, notes, birthdays, home anniversaries, and review links
• See each client’s status and relationship history at a glance
• Import clients in bulk using a supported CSV template
ORGANIZE BUSINESS CONTACTS
• Build a professional database of co-op agents, attorneys, lenders, title companies, inspectors, appraisers, contractors, photographers, stagers, insurance providers, and more
• Save phone numbers, email addresses, websites, companies, categories, and notes
• Call, text, email, or visit a contact’s website directly from the app
• Import business contacts in bulk to save time when setting up your database
BUILD YOUR PIPELINE
• Track buyer, seller, dual, future, and nurture opportunities
• Record estimated values, stages, next steps, notes, and follow-up dates
• Log calls, texts, emails, in-person meetings, and other touches
• Sort opportunities to quickly find the leads that need attention
• Move leads forward without losing track of important conversations
• Carry touches, notes, and documents into a transaction when an opportunity converts
• Import pipeline opportunities in bulk using a supported CSV template
TRACK TRANSACTIONS
• Keep active, closing-soon, closed, and canceled deals organized
• Store key dates, contacts, financial details, transaction notes, and documents
• Log communication touches with clients and transaction contacts
• Organize documents by category, including MLS sheets, agreements, disclosures, pre-approvals, proof of funds, earnest money, inspections, appraisals, addenda, title documents, closing documents, and more
• Sort transactions to quickly find the deals that matter most
• Quickly identify deals that are on track, need attention, or may be at risk
• Import transaction records in bulk using a supported CSV template
CALCULATE COMMISSIONS YOUR WAY
• Choose whether commission is calculated from the gross sale price or the net sale price after concessions
• View projected commission, sale volume, deductions, and estimated income
• Keep your commission calculation preference included when exporting and importing transaction data
STAY AHEAD OF EVERY DATE
• View closings, inspections, appraisal dates, commitments, follow-ups, birthdays, and anniversaries
• Schedule local reminders for upcoming deadlines
• Export transaction deadlines to your Apple Calendar
MEASURE YOUR PROGRESS
• Track sales volume, GCI, closed sides, and custom production goals
• Compare current and projected performance
• Choose whether active pipeline opportunities are included in projections
• Review projected totals using closed and pending deals, or clos