CRM & Leads

Capture every lead, work your pipeline, and convert clients into transactions.

• Welcome to the Done-Deal CRMWhat the Done-Deal CRM is, how it fits alongside Forms & Contracts, and a quick tour of the CRM workspace — pipeline, Smart Lists, and Action Plans.
• Working your lead pipelineHow the lead pipeline board works — buyer and seller pipelines, stages, drag-and-drop moves, lead temperature, and next actions that keep leads warm.
• Capturing leads automaticallyThe four ways leads reach your pipeline — Zillow, Realtor.com, and Homes.com inquiry emails, calls Remy answers, CSV import, and adding leads by hand.
• Using Smart ListsHow Smart Lists keep your follow-up honest — the five built-in lists, including All leads, and how to build custom lists from your own filters.
• Automating follow-up with Action PlansHow Action Plans run scheduled follow-up for a lead — enrolling, what each step does, follow-up call tasks, and how a plan ends or is stopped.
• The lead page: timeline, drafts, and suggestionsWhat you'll find on a lead's page — the activity timeline, AI reply drafts written from the lead's actual inquiry, and stage suggestions you approve.
• Lead source reports: what's actually workingHow the Reports page shows which lead sources produce real clients — reading the source breakdown and using it to decide where your money works.
• Converting a lead into a transactionThe handoff from CRM to transaction coordination — converting a signed lead, what carries over, and how archiving and permanent deletion work.