The CRM That Thinks Like a Real Estate Pro.
DealPilot AI is an end-to-end real estate CRM with lead management, intelligent employee dashboards, AI-generated meeting summaries, and real-time owner alerts — built for serious teams that want to close more deals, faster.
From First Call to Closed Deal
Everything your team needs. Nothing they don't.
8 integrated modules covering the full lifecycle of a real estate deal — from lead capture to owner reporting.
Lead & Client Management
Capture every lead from inquiry to close with a full client profile — property requirements, budget, location preference, and lifecycle status tracked in one place.
- Client profile with property requirements
- Budget range & location preference tracking
- Status: New → Contacted → Site Visit → Negotiation → Closed / Lost
- Full timeline of all client interactions
Employee-Wise Dashboards
Each team member logs in to their personal workspace — their clients, their follow-ups, their tasks. Managers see everything without noise.
- Personal workspace per employee
- Assigned clients and leads view
- Pending follow-ups at a glance
- Meeting schedule, tasks, and notes in one feed
Meeting & MOM System
After every client meeting, the agent adds notes and the AI instantly generates a clean Minutes of Meeting summary, stores it in the client timeline, and creates the next follow-up action automatically.
- Employee logs meeting notes in real-time
- AI auto-generates structured MOM summary
- Important points saved to client timeline
- Next action created automatically from meeting
Task Management
Managers assign tasks to specific agents. Everyone sees what's pending, what's completed, what's delayed. Updates flow both ways — agents respond, managers stay informed.
- Assign tasks to employees with deadlines
- Track pending / completed / delayed tasks
- Employee response and progress updates
- Full manager and owner visibility
Owner Alert System
The owner never has to check in. DealPilot AI pushes intelligent alerts the moment something critical happens — hot leads, delayed follow-ups, high-value clients, or performance issues.
- Hot lead alert when a prospect shows strong intent
- Delayed follow-up alert before a lead goes cold
- Deal negotiation alert for high-value clients
- Employee performance and delay notifications
Customisable Fields & Workflows
Every real estate business works differently. Change statuses, add custom client fields, edit task categories, and set your own escalation and notification rules.
- Custom lead statuses to match your pipeline
- Add new client fields without technical help
- Configurable task categories and priorities
- Customisable escalation and alert rules
Admin Panel
The admin panel gives owners and managers complete visibility and control over their team — roles, access, performance tracking, and CRM settings, all in one place.
- Add / remove employees and assign roles
- View all clients across the entire team
- Track individual employee performance metrics
- Edit CRM settings, fields, and workflows
AI Summaries
From meetings to client updates to employee task reports — AI generates clean, structured summaries so leadership always knows what's happening without reading through raw notes.
- Auto-generated meeting summaries (MOM)
- Client update summary for any time period
- Employee task performance summary
- Compiled AI insights for owner review
Ready to take control of your pipeline?
DealPilot AI is in active development. Contact us to request early access or book a live demo with our team.