DealTrail Project Manager

Managing real estate transactions, marketing campaigns, and team workflows can be overwhelming without the right tools. Agents, teams, and brokerages often struggle with disorganized processes, missed deadlines, unclear task delegation, and inefficient communication. These challenges can lead to lost opportunities, delayed closings, and frustrated clients. The DealTrail Project Management Tool, powered by Blue, provides an all-in-one solution to streamline operations, enhance collaboration, and ensure every task is completed on time.

Features

Project Timeline and Deadline Tracking

 

Visualize projects with Gantt charts, Kanban boards, and timeline views. Track milestones and deadlines to ensure transactions, campaigns and projects stay on schedule.

Team Collaboration and Delegation

Assign tasks to team members with clear deadlines, priority levels, and detailed descriptions. Keep everyone aligned with comment sections, project chat, and activity tracking.

Wiki & Docs

Create and manage an internal knowledge base to document processes, guidelines, and best practices for your company. Customize your docs and wikis with rich text formatting and automated table of contents for better navigation.

Forms

Create fully-customized branded forms to collect data from your team and even your clients. Take advantage of custom fields for better data collection, and share forms effortlessly either via links, QR codes or website embeds.

Workflows and Automations

Automate repetitive tasks and workflows to improve efficiency and reduce manual workload. Set up automated reminders, approvals, and task dependencies to keep everything on track.