🧑💻 DealTrail App
Last Updated April 9, 2025
This article introduces the DealTrail App, a powerful mobile solution for managing your business anytime, anywhere. Access your CRM, automate workflows, communicate with clients, manage ads, track analytics, and even launch direct mail campaigns—all from the convenience of your phone. With an intuitive design and robust features, the DealTrail app keeps you connected, efficient, and productive on the go.
Introducing the DealTrail App: Manage Your Business Anywhere
With the DealTrail app, you have the power to manage your business from anywhere. Whether you’re on the go or at your desk, our mobile solution ensures you stay connected to your leads, customers, and the essential tools you need to succeed.
FEATURES
Contacts
Build stronger client relationships with DealTrail’s Contacts Manager. Keep your entire database organized with rich profiles, communication history, and easy follow-up tools. Whether it’s a new lead or a long-time client, everything you need is right at your fingertips.
• Contact timelines with notes, tasks, and call logs
• Smart filtering to find the right people fast
• Integrated with forms, pipelines, and automation for a smoother workflow
Opportunities Management
From new inquiries to signed contracts, DealTrail helps you manage every stage of your sales process. Whether you're a real estate agent tracking buyers and sellers or a service pro handling incoming jobs, the Opportunities board keeps everything organized and moving forward.
• Lead-to-close tracking with customizable stages
• Visual pipeline layout designed for service workflows
• Notes, tasks, and contact details all in one view
Workflows
Automate repetitive tasks and ensure your business runs smoothly with DealTrail’s powerful workflows. With our easy-to-use workflow builder, you can set triggers, actions, and follow-up sequences to nurture leads, schedule appointments, and more—saving you time and reducing human error.
• Automate follow-ups and reminders to stay ahead of every opportunity
• Create personalized workflows to match your business needs
• Track workflow performance for continuous optimization
Phone System
Communicate with clients directly from your CRM with DealTrail’s integrated Phone System. Make and receive calls, send text messages, and track call logs—all within the platform. Keep your communication streamlined and ensure no lead is missed.
• Integrated calling and messaging within the CRM
• Call recording and logs for tracking conversations
• Automated text messages for faster communication
Calendar
Scheduling and managing appointments has never been easier. With DealTrail’s integrated Calendar, you can sync meetings, calls, and events, ensuring you stay organized and on top of your schedule. Send automated reminders and never miss an important meeting again.
• Integrated calendar syncing to manage all your appointments
• Automated reminders to ensure clients never miss a meeting
• Appointment scheduling with leads and clients directly from the platform
Dashboard & Reporting
Track and analyze key performance metrics in real time with DealTrail’s powerful Dashboard & Reporting features. Get instant insights into your sales pipeline, marketing efforts, and customer interactions to make data-driven decisions and optimize your business strategies.
• Real-time performance data on leads, opportunities, and deals
• Customizable reporting to fit your business goals
• Visual dashboards for easy interpretation of key metrics
Social Media Planner
Plan, schedule, and manage all your social media content from one place with the DealTrail App's Social Planner. Whether you’re posting to Facebook, Instagram, LinkedIn, or Google My Business, DealTrail helps you stay consistent, organized, and on-brand—without the overwhelm.
• AI-powered ad creation for video and image ads
• Pre-built ad templates for quick campaign setup
• Campaign management across multiple platforms
• Bulk Uploads via CSV
Ad Manager
Run high-converting ads directly from DealTrail with our Ad Manager. Choose from a library of proven ad templates or upload your own designs. Whether you’re running Facebook, Instagram, or Google ads, DealTrail makes it simple to create, manage, and optimize your campaigns for maximum ROI.
• AI-powered ad creation for video and image ads
• Pre-built ad templates for quick campaign setup
• Campaign management across multiple platforms
Reputation Manager
Automate your review strategy with DealTrail’s built-in Reputation Manager. Set up smart workflows to request reviews after every job, filter by sentiment, and respond directly from your dashboard. Boost your rating while staying focused on what you do best.
• Review request automation after appointments or milestones
• Sentiment filtering for positive and negative responses
• Showcase testimonials on your funnels and website
Funnel Builder
Build high-converting funnels that turn clicks into client. Design sleek landing pages, lead capture forms, and full sales funnels—all without touching a single line of code. Whether you're promoting a new listing or running a lead gen campaign, DealTrail makes it easy to guide prospects from interest to action.
• Drag-and-drop funnel builder with zero coding required
• Optimized funnel templates for real estate, services, and more
• Seamless integration with forms, calendars, and automation tools
Forms and Surveys
Collect leads, feedback, and client data with ease using Forms & Surveys in DealTrail. Choose from ready-to-use templates or build your own from scratch—no coding required. Whether you're gathering contact info or post-appointment feedback, DealTrail makes it simple to create, customize, and launch powerful forms.
• Drag-and-drop builder for easy form and survey creation
• Custom fields & logic for personalized responses
• Templates included for faster setup and launch
Email Marketing
Engage your contacts with personalized email campaigns using DealTrail’s Email Marketing tools. Build beautiful email templates, automate follow-ups, and segment your lists to deliver the right message to the right person at the right time.
• Drag-and-drop email builder for easy design and customization
• Automated email sequences to nurture leads and clients
• Advanced email analytics to measure open rates, clicks, and conversions
SMS Marketing
Reach your contacts instantly with DealTrail’s SMS Marketing feature. Create and send automated SMS messages to follow up with leads, send appointment reminders, or promote new listings. SMS is an effective way to stay top-of-mind with your clients and prospects.
• Instant text message outreach for timely communication
• Automated SMS campaigns to nurture and engage contacts
• Two-way texting to enable direct conversations with leads
Direct Mail
Send personalized postcards and gifts automatically with DealTrail’s Direct Mail feature. Whether it’s a thank-you note, seasonal greeting, or an exclusive promotion, DealTrail makes it easy to send high-quality direct mail and gifts that stand out. With integration to your CRM, your direct mail efforts are automatically triggered by key actions in your workflow.
• Personalized postcards and gifts with recipient names and branding
• Automated direct mail campaigns for consistent engagement
• Real-time tracking of mail delivery and engagement
Seamless Access to Your CRM
The DealTrail app offers full access to your CRM, ensuring you can view, manage, and update contacts, opportunities, and tasks anytime. Whether you’re at a showing, meeting a client, or working remotely, you can always stay up-to-date on your business.
• Access Contacts and Opportunities: Quickly look up and update contact information, track opportunities, and move leads through your pipeline without being tied to your computer.
• View Detailed Client Information: Every detail you need, from contact history to notes and tasks, is at your fingertips.
Efficient Workflow Management
Automate and manage your workflows on the go. The app keeps you connected to your marketing automations, ensuring your business processes continue running smoothly no matter where you are.
• Run Campaigns and Automations: Monitor and trigger your campaigns from your phone. Set follow-up reminders, send messages, and keep clients engaged without missing a beat.
• Track Task Progress: Stay on top of every task and workflow step, ensuring nothing falls through the cracks.
Integrated Communication Tools
With DealTrail’s mobile app, your communication with clients is as efficient as ever. Access the full phone system, calendar, and messaging features from your phone, ensuring that you never miss a call or appointment.
• Phone System: Make and receive calls directly from the app, leveraging your business number for a seamless client experience.
• Calendar Integration: View and manage your appointments in real-time, sync with your calendar, and make changes on the go.
• SMS & Email Marketing: Send messages directly through the app, whether it’s an SMS update or an email campaign.
Manage Ads on the Go
DealTrail’s AD Launcher is at your fingertips with the mobile app. Manage your paid ad campaigns and monitor their performance anytime, anywhere. Make real-time adjustments to optimize your advertising efforts for better ROI.
• Launch Ads: Start and manage campaigns from the app with ease.
• Monitor Campaign Performance: View real-time analytics and adjust your strategy to ensure optimal results.
Mobile Analytics and Reporting
Stay on top of your business’s performance by accessing real-time reporting directly from the app. The app integrates seamlessly with your CRM, allowing you to monitor key metrics like leads, conversion rates, and revenue.
• Track Key Metrics: View detailed reports and analytics for a clear view of how your business is performing.
• Instant Notifications: Get immediate alerts about important events, lead activity, or workflow progress to stay in the loop.
On-the-Go Direct Mail and Gifting
The app allows you to manage your direct mail and gifting campaigns while you’re out in the field. You can schedule, track, and automate your campaigns from your mobile device.
• Send Gifts and Postcards: Launch campaigns directly from your phone and track their progress with ease.
• Personalized Campaigns: Create unique, branded campaigns tailored to your recipients, ensuring your business stays top of mind.
User-Friendly Design
We’ve designed the DealTrail app to be intuitive, making it easy for you to access all of your business management tools in a simple, mobile-friendly interface. Whether you’re a real estate professional, agency, or business owner, the app ensures that your essential tasks are always at your fingertips.
DealTrail CRM provides everything real estate professionals need to manage leads, automate tasks, and build lasting relationships—all within one platform. Whether you’re looking to streamline your communication, optimize your marketing efforts, or track your business performance, DealTrail has the tools to help you succeed. Start using DealTrail today to transform how you manage your real estate business!