Deal CRM
Every deal, first call to closing.
Seller pipeline, deals, tasks, follow-ups and team assignments in one record per deal, with Jarvis, an AI assistant that drafts and suggests but waits for your approval to act.
Illustration · sample data
How it works
Step by step.
- 01
Assign the work
Distribute leads evenly across your team, with no double-assigning.
- 02
Work the pipeline
New → contacted → offer → contract, with tasks and follow-ups that don't slip.
- 03
Hand off to dispo
A contract opens the deal for buyer mode, with its terms attached.
- 04
See what's working
Activity and pipeline reporting for the owner and each rep.
What you get
Built for the way wholesalers work.
- One record per deal, from first call to assignment
- Rep-level views and owner-level reporting
- AI assistance with human approval gates
- Tenant-isolated: your CRM is yours alone
Team roles
Owners, admins and reps each see the work that's theirs.
Follow-ups
Scheduled callbacks and tasks surface on the right day for the right person.
Jarvis AI
Asks and answers about your pipeline; anything that contacts a person or spends money needs your approval.
Integrations
Connect Twilio, Tracerfy and Podio from settings, using your own accounts.
Activate your county
Which county do you buy in?
Tell us your county. If it's ready, you can start working it as soon as your account is set up. If it isn't, we'll tell you exactly what it takes to prepare it.