Property sourcing CRM features
Dealcraft CRM brings together everything a UK deal sourcer does every day: leads, deals, numbers, investors and follow-ups.
Lead management for motivated sellers
- Quick-add a lead in under a minute: name, phone or email, source and type.
- Live duplicate warnings on email and phone, even when one is written 07… and the other +44 7….
- Lead statuses (New, Contacted, Qualified, Disqualified, Converted) and follow-up dates with overdue alerts.
- One record per person: the same contact can be a seller and an investor.
- Search and filter by source, status, follow-up date and assigned team member.
A drag-and-drop deal pipeline you can shape
- See every opportunity by stage, with counts for each column.
- Drag a card to move a deal. Every move records who made it and when.
- Rename, add, remove and reorder stages to match your own process.
- Lost and withdrawn deals keep their reason, so you learn why deals fall through.
Deal analysis calculator with ROI
- Purchase price, refurbishment and unlimited cost lines: legal fees, stamp duty or LBTT, finance, holding costs, your sourcing fee.
- Total investment, estimated profit and ROI update as you type.
- Estimate and actual columns side by side, to compare your forecast with the real outcome.
- Clearly labelled as an estimate, with the calculation method shown.
Investor database and deal matching
- Record each investor's budget, preferred areas and postcodes, property types, strategy (BTL, HMO, flip, refurb, development) and funding position.
- Filter investors by location, strategy, budget and status.
- Each property lists the investors whose criteria fit, so you present deals to the right people.
- Marketing opt-outs are flagged so you don't send deals to people who asked you not to.
Introductions, responses and sourcing fees
- Log every time a deal is presented: date, method, proposed price and the investor's response.
- Follow-up dates for responses still outstanding, shown on your dashboard.
- Track agreed fees and their status (agreed, invoiced, paid) for each introduction.
- Warnings before you send the same deal to the same investor twice.
Documents, photos and links
- Attach photos, floor plans, sourcing agreements and NDAs to properties and contacts.
- Add named links to Google Drive, Dropbox or OneDrive folders.
- Download everything, all your data and every file, as one zip at any time.
Tasks, activity history and teams
- Tasks with due dates and priorities, linked to leads, investors and properties.
- A full activity history of calls, emails, meetings, viewings and notes.
- Invite your team as members or admins, and assign work to people.
- A dashboard showing overdue tasks, follow-ups due, deals waiting for analysis and investor responses pending.
UK GDPR, AML and data security
- Each customer account has its own separate database.
- Subject access exports, erasure that keeps anonymised deal history, retention reviews and an audit trail.
- Optional AML due-diligence fields: ID verification status, risk rating, review date and evidence reference.
- Daily backups, CSV import and export, and encrypted connections.
See it with your own deals
Free for 14 days, no card needed. See pricing.
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