Deal Management
What would Deal Studio be without deal management? We offer custom pipelines to automate your workflow. They are designed to streamline all the individual tasks and emails involved in managing your deals. Once you see how our management system works, you’ll understand why our platform is a true game-changer.
Features Include:
Deal Pipelines & Stages
Now you can track all processes, deals, and workflows. Simply use our standard pipelines and stages, customize them, or create your own. Then start the process with any contact and move them through the designed path.
Features include:
  • Utilize our default paths for buyers, sellers and prospects
  • Customize the stages, add new stages, or customize the entire process
  • Add as many deals per contact as needed



Deal Organization
Manage and store all the specifics of each and every deal. Our system allows you to view all deals in a pipeline. This will empower you to see the big picture overview. At a moment’s glance, you’ll see the stages each of your contacts are currently in.
Features include:
  • Deal specific tasks, notes & emails
  • Multiple views, filtering and exporting of deal data
  • Track “Next Activity” for every deal and make sure nothing is missed
  • Manage deal value, deal owner, related contacts, status and add custom fields
Deal Automations
As deals advance from stage to stage, you can automate emails, notifications, text messages, tasks, notes, tags and other updates for the assigned contacts or deal owner.
Features include:
  • Send emails or texts to contacts assigned to a deal as it moves to a specific deal stage
  • Send emails or texts to advisors assigned to a deal as it moves to a specific deal stage
  • Create tasks as deals advance through deal stages
  • Send access to files and folders of secure documents as deals advance
  • Update contact fields, add notes, tags and other info to your contacts as deals advance



Automated Deal Creation
When buyers inquire from listing sites or sellers are captured from your lead capture tools, deals are automatically created on your behalf.
Features include:
  • Buyers are added from all listing sites along with a deal at the “Initial Interest” stage
  • Seller prospects are automatically added with a deal at the “Initial Contact” stage
  • Deals can advance to the next deal stage based on contact activity, such as an NDA being signed
  • Create your own deal creation automations for things like valuation or coaching clients
Deal Customization
Not every intermediary manages deals the same way. That’s why Deal Studio allows for custom deal fields, pipelines, stages, and filters.
Features include:
  • Add unlimited custom deal fields using multiple field types and then filter by these fields
  • Add unlimited deal pipelines with unlimited deal stages
  • Create custom automations based on deal stage movement



Deal Reporting
Now that you have all of your deals managed and organized, you’ll want to run reports, export data, send targeted email blasts, and provide access to your buyers and sellers through your website and weekly email reports.
Features include:
  • Run reports on all of your deal information and activity
  • Perform advanced searches on deals and then send targeted emails or export the results
  • Send sellers weekly buyer activity reports or they can use their Seller Client Portal
  • Send buyers weekly listing activity reports or they can use their Buyer Client Portal

Deal Management
What would Deal Studio be without deal management? We offer custom pipelines to automate your workflow. They are designed to streamline all the individual tasks and emails involved in managing your deals. Once you see how our management system works, you’ll understand why our platform is a true game-changer.


Deal Pipelines & Stages
Now you can track all processes, deals, and workflows. Simply use our standard pipelines and stages, customize them, or create your own. Then start the process with any contact and move them through the designed path.
Features include:
  • Utilize our default paths for buyers, sellers and prospects
  • Customize the stages, add new stages, or customize the entire process
  • Add as many deals per contact as needed


Deal Organization
Manage and store all the specifics of each and every deal. Our system allows you to view all deals in a pipeline. This will empower you to see the big picture overview. At a moment’s glance, you’ll see the stages each of your contacts are currently in.
Features include:
  • Deal specific tasks, notes & emails
  • Multiple views, filtering and exporting of deal data
  • Track “Next Activity” for every deal and make sure nothing is missed
  • Manage deal value, deal owner, related contacts, status and add custom fields


Deal Automations
As deals advance from stage to stage, you can automate emails, notifications, text messages, tasks, notes, tags and other updates for the assigned contacts or deal owner.
Features include:
  • Send emails or texts to contacts assigned to a deal as it moves to a specific deal stage
  • Send emails or texts to advisors assigned to a deal as it moves to a specific deal stage
  • Create tasks as deals advance through deal stages
  • Send access to files and folders of secure documents as deals advance
  • Update contact fields, add notes, tags and other info to your contacts as deals advance


Automated Deal Creation
When buyers inquire from listing sites or sellers are captured from your lead capture tools, deals are automatically created on your behalf.
Features include:
  • Buyers are added from all listing sites along with a deal at the “Initial Interest” stage
  • Seller prospects are automatically added with a deal at the “Initial Contact” stage
  • Deals can advance to the next deal stage based on contact activity, such as an NDA being signed
  • Create your own deal creation automations for things like valuation or coaching clients


Deal Customization
Not every intermediary manages deals the same way. That’s why Deal Studio allows for custom deal fields, pipelines, stages, and filters.
Features include:
  • Add unlimited custom deal fields using multiple field types and then filter by these fields
  • Add unlimited deal pipelines with unlimited deal stages
  • Create custom automations based on deal stage movement


Deal Reporting
Now that you have all of your deals managed and organized, you’ll want to run reports, export data, send targeted email blasts, and provide access to your buyers and sellers through your website and weekly email reports.
Features include:
  • Run reports on all of your deal information and activity
  • Perform advanced searches on deals and then send targeted emails or export the results
  • Send sellers weekly buyer activity reports or they can use their Seller Client Portal
  • Send buyers weekly listing activity reports or they can use their Buyer Client Portal

Ready to see it all in action?

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