Welcome to the Done-Deal CRM

The Done-Deal CRM manages your leads before they become deals. It lives in the same account as Forms & Contracts, so the day a lead signs, one click turns them into a transaction — no retyping, no second system.

Note: The CRM is included with the AI TC add-on. See Plans and pricing.

Two workspaces, one login

Done-Deal has two sides:

• Forms & Contracts — your live transactions: contracts, deadlines, documents, e-signing, and compliance.
• CRM — your leads: everyone you're working who doesn't have a signed contract yet.

Use the workspace switcher at the top of the sidebar to move between them. Each side keeps its own menu, and nothing about your transactions changes when you're working leads.

The CRM menu

• Pipeline — every active lead on a drag-and-drop board, organized by stage, with separate buyer and seller pipelines.
• Smart Lists — saved views that filter your leads: hot leads, no touch in 7 days, overdue actions, and custom lists you define.
• Action Plans — scheduled follow-up sequences you enroll a lead into.
• Contacts — your address book, shared with the transaction side.
• Reports — which lead sources actually produce clients.
• Docs — this documentation.
• Receptionist — Remy answers your phone; callers who aren't existing clients become leads automatically.

The idea in one paragraph

Leads arrive on their own — from portal inquiry emails, from phone calls Remy answers, from a CSV import, or typed in by hand. Each lead sits on the pipeline with a temperature and a next action, so following up never depends on your memory. When a lead becomes a client, you convert it into a transaction and the transaction-coordination side takes over. Most CRMs stop where Done-Deal starts.

FAQ

Do I need to set anything up to start using the CRM?

No. If your email is already connected for contracts, portal inquiries are captured automatically. Open Pipeline and add your first lead by hand to get a feel for the board.

Does the CRM change anything about my transactions?

No. The Forms & Contracts side works exactly as before. The CRM only adds a place for the people who aren't under contract yet.