Review our solutions below and contact us to explore a partnership with DealTrail.
Contacts Management
Organize and track your contacts with Smart Lists, custom fields, tags, and tools for personalized communication.
Opportunity Pipeline
Streamline deal management with drag-and-drop pipelines, automated stages, and real-time tracking for smarter sales workflows.
Conversations
Stay connected with leads and clients using a unified inbox for SMS, emails, calls, and automated follow-ups.
Power Dialer
Streamline outreach with a built-in dialer, call logging, and automated manual call actions.
Calendars
Book and track appointments with customizable scheduling links, automated notifications, and synced calendars for real-time updates.
Tags
Use tags to categorize leads and clients, enabling personalized outreach and streamlined campaign management.
Custom Fields and Values
Tailor your database with custom fields and values to capture specific details and improve segmentation.
Workflow Automations
Automate tasks with triggers, actions, and conditions to streamline lead nurturing, follow-ups, and client engagement.
Email Campaign Builder
Build email campaigns using customizable templates, drag-and-drop tools, and automation for personalized outreach.
SMS Campaigns
Launch SMS campaigns with customizable templates, automation, and two-way messaging to connect with leads instantly.
Ad Launcher
Publish ad campaigns with customizable templates, AI-driven optimization, and seamless integration for maximum reach.
Social Media Planner
Manage multiple accounts with a unified planner, bulk scheduling, and customizable posting options for efficient social media workflows.
Direct Mail Marketing
Automate postcard delivery with advanced personalization tools and QR code tracking and retargeting.
Client Gifting
Schedule client gifting campaigns with personalized messages, making client appreciation effortless and impactful.
Dashboard
Monitor key metrics with customizable dashboards that provide real-time insights into performance, leads, and campaign effectiveness.
Reporting
Build tailored reports to analyze leads, campaigns, and revenue with insights specific to your business goals.
Internal Chat
Create internal chat channels with your team, directly inside of your productivity app.
Internal Tagging
Tag team members within contacts and opportunities, and monitor progress with real-time activity logs.
Lead Distribution
Distribute leads instantly to the right team members, using approaches such as round robin and first-come-first-serve.
Calendar Sync
Sync shared calendars to manage appointments, create events, and keep everyone on the same page.
Tasks
Your productivity app includes a built-in task manager to handle contact-related tasks like follow up.
Project Manager
Consolidate your organization's projects and connect work across different departments.
Project Workflows
Build workflow automations for every project, deal, and operation in your business.
Project Intake Forms
Customize intake forms that trigger tasks and projects for your team.
Reputation Manager
Manage your reputation across multiple platforms, ensuring you rank at the top of search engines.
Forms and Surveys
Create engaging forms and surveys with advanced fields, automated follow-ups, and real-time submission tracking.
Funnel Builder
Create high-converting funnels with drag-and-drop simplicity and customizable templates for effortless lead generation.
Dynamic Messaging
Deliver personalized messages using advanced tools like Spintax, custom fields, and conditional logic for tailored communication.
Course Builder
Organize and deliver training programs with tools for structured lessons, video integration, and real-time progress insights.
QR Codes
Create personalized QR codes with advanced tracking to instantly connect leads to landing pages, surveys, or contact forms.
Phone Number Management
Purchase and manage multiple phone numbers directly from the platform, with call tracking, forwarding, and SMS capabilities for streamlined communication.
Custom Domains
Purchase and manage custom domains directly from the platform to create branded links, landing pages, and funnels effortlessly.
Campaign Builder
A custom-built campaign store is embedded within your productivity app, which enables your agents to order marketing campaigns and keep track of progress.
Design Center
A custom-built design center showcases a library of designs for your team to use, with custom order forms that go straight to your design team for fulfillment.
Lead Store
A custom-built lead store inside your productivity app, where your agents can order tailored lists to be pulled, skiptraced, and placed directly into their CRM.
Tech Stack Integrations
We connect your existing platforms such as CRM, marketing tools, and other software together.
Business Automations
We set up automaed workflows for real estate teams, covering operations and marketing.
AI Implementation
We build and integrate AI-driven systems custom to your real estate processes.
Custom Development
We help create custom platforms from scratch to meet with specific business needs.
Omnipresence Marketing
We coordinate multi-channel marketing to broaden your brand’s audience reach.
Podcast Content
We refine audio content and enhance exposure with targeted SEO and metadata work.
Branding & Design
We develop cohesive brand identities and visual styles for teams, or improve on existing ones.
Website Development & IDX Integrations
We design and develop real estate sites, integrating IDX for real-time listing updates.
Workflow Automations
We help you integrate all of your essential tools, reduce administrative overhead, and automate workflows for your team.
Future-proof
Our integrations scale with you. We can seamlessly update or add tools into your tech stack through our modular integration infrastructure.
Top-notch Security
We automate data retention and deletion policies across multiple platforms to protect client data and maintain regulations compliance.
Enhanced by AI
Cutting-edge AI works behind the scenes to foster “smart automation” among your platforms and systems.
AI Property Search
Our AI constantly scans the market to provide personalized property updates including detailed home features, location insights, and comps.
AI CoPilots
Empower your team with an AI ChatBot tailored to your processes, delivering immediate answers and seamless support for your team.
AI Listing Copy Generator
Generate optimized MLS listing copy tailored to property features, location, and your unique writing style.
AI Agents
Build a custom AI Agent assistant that holds real-time conversations, sends messages, and books appointments.
Branded Portal
A branded haves and wants portal for agents to share listings and buyer searches, allowing them to match opportunities in real time.
AI Matchmaking System
Our AI matchmaking system identifies buyer and seller matches — providing match scores and sending regular updates to your agents.
Mobile App
Access, share, and manage listings on the go with a mobile app for your Haves & Wants Portal.
Integrations
Integrate your Haves & Wants Portal with your productivity app and other databases, allowing you to share opportunities across multiple channels.
Communication Hub
Streamline communication by centralizing conversations, announcements, and resources into one
accessible hub.
Private Groups
Create private groups where members can share updates, engage in discussions, and collaborate in a secure environment.
Community Mobile App
Stay connected on the go with a mobile app for group discussions, real-time updates, and resource sharing.
Whitelabel Portal
Customize the platform with your branding — including logos, domains, and client-facing interfaces.
Branded Lead Store
We create a customized platform under your brokerage’s name, giving agents instant access to property leads—no additional subscriptions required.
Simple Request Forms
Agents fill out an easy form specifying their criteria (Expired, FSBO, Pre-foreclosure, targeted neighborhoods, etc.), ensuring they get precisely the leads they need.
Skiptracing & Verification
Our team pulls the requested lists, thoroughly skiptraces them, and verifies contact information so your agents always work with quality, up-to-date leads.
24-Hour Turnaround
We upload the newly skiptraced lists into each agent’s Productivity App within one business day—minimizing wait time and maximizing sales momentum.
Talent Placement
Our team will research, vet, and place an Elite team of marketers and prospectors into your business.
System Set Up
We'll set up and manage your systems, allowing your team to run effective marketing campaigns.
Blueprints & SOPs
We create custom lead generation blueprints and standard operating procedures for your business.
Launch
We'll facilitate a smooth launch, integrating the Elite team within your systems to set you up for success.
Cold Calling
US-based cold callers trained in real estate will call leads and nurture/follow-up on your behalf.
Email Marketing
Fully-automated email marketing engine with warmed-up email domains and workflow automations.
LinkedIn Outreach
Your Elite team is trained to reach out to hundreds of LinkedIn prospects a month, follow-up with them, and set up appointments.
Direct Mail Marketing
Your Elite team designs postcards and pulls custom lists, and our direct mail partner handles printing, shipping, and tracking.
Social Media Content Distribution
Your Elite team creates content for your social media, from topic research to video production and posting.
Search Engine Optimization
We assist with page optimization, keyword research, and monitoring content to improve your search engine visibility.
Paid Ads Management (Google & Meta)
We help create, refine, and optimize your ad campaigns on Google, YouTube, Facebook, and Instagram.
Podcast Content Distribution
We provide podcast production services, from professional audio editing to SEO and metadata optimization.
Appointment Setters
Your team is trained to convert leads into appointments, so you can spend your time building relationships and getting deals done.
Personalized Follow Up
Nobody likes generic follow up. Your team uses creative messaging to provide value and build relationships with prospects before they are ready to move forward.
Custom Drip Campaigns
With DealTrail Elite, you'll receive a library of drip campaign templates that are tailored to your local market and ready to use for automated follow up.
Stunning Design
We create visually captivating, modern websites that reflect your brand’s personality and help you stand out in a crowded market.
IDX Compatible
Our integrated IDX solution ensures live listings are always up to date, delivering a seamless property search experience for potential buyers.
Syncs with CRM
We automate lead capture and transfer directly into your CRM, streamlining follow-up and ensuring no opportunities fall through the cracks.
SEO Optimized
Strategic keyword targeting and on-page optimizations boost your site’s visibility in search results—driving more organic traffic and quality leads.
Media Strategy
We develop tailored advertising strategies across platforms to reach your target audience, maximize brand visibility, and drive measurable results.
Media Investment
We allocate ad spend efficiently, continuously optimizing placements and budgets for the highest possible return on investment.
Performance Tracking
We provide real-time analytics and transparent reporting, enabling swift strategic pivots to capitalize on opportunities and minimize wasted spend.
Strategic Retargeting
We retarget engaged site visitors and interested leads with personalized ads, keeping your brand top-of-mind and accelerating the path to conversion.
High-Quality Backlinks
We build a robust backlink profile by partnering with reputable domains, boosting your site’s authority and helping you climb to the top of the search rankings.
Ongoing Maintenance
We address site errors, optimize page speed, and continually monitor performance, ensuring long-term search ranking and seamless user experiences.
Keyword Strategy
We identify strategic search terms and consistenly publish optimized blog posts and landing pages to capture high-intent traffic and increase conversions.
On-Page Optimization
We meticulously refine your website’s meta tags, headings, and structure to align with high-value keywords, ensuring search engines recognize and reward your site.
Grow your Office
We attract high-performing agents who align with your brand’s values, creating sustainable growth and boosting market share.
Recruitment Profile
We define an ideal agent persona—encompassing experience, skillset, and cultural fit—to target the most compatible prospects for your office.
Targeted Campaigns
We launch multi-channel outreach via calls, emails, texts, ads, and more, engaging the best talent in your market and setting meetings with your office.
Follow Up
We maintain consistent, personalized follow-up to build rapport, address concerns, and guide prospective agents on their path to you.
Podcast Strategy
We collaborate to define the show’s theme, target audience, and unique angle—laying a strong foundation before you ever hit “record.”
Creative Planning
From cover art to promotional campaigns, we handle all branding and design elements, ensuring a consistent look and feel that resonates with listeners.
Podcast Management
We help you plan and produce high-quality episodes, optimize for search, and create shareable clips—maximizing engagement and visibility.
Distribution & Growth
We publish your podcast across major platforms and execute ongoing promotional strategies to expand your reach, engage listeners, and build a loyal following.
Contact us to discuss a partnership with DealTrail.
Contact UsWe’re an agency that specializes in advanced real estate technology and marketing solutions. We partner with real estate companies to implement enterprise software, build lead generation infrastructure, and introduce AI-powered tools.
It depends on your scope of work. For small projects and ongoing support, we have a minimum retainer. For large projects and enterprise partnerships, we’ll provide custom quotes based on your requirements.
The DealTrail App is one of our flagship products, and a critical part of the DealTrail infrastructure. Users can manage contacts and deals, run marketing campaigns, and automate their business with workflow automations and AI. We currently only offer the DealTrail App as an enterprise solution.
DealTrail Elite is a fully managed lead generation and marketing program designed for real estate offices, teams, and brokerages. It combines proven outbound and inbound strategies to generate high-intent leads, nurture them, and convert them into scheduled appointments. Unlike typical lead providers, DealTrail Elite builds a long-term, scalable marketing system tailored to each client’s workflow.
We implement a multi-channel marketing approach, leveraging calls, texts, emails, direct mail, social media, and paid ads to generate leads. Our team manages every aspect of your marketing, from sourcing prospecting data to appointment setting and follow-up. This allows agents to focus on closing deals while we handle lead flow, branding, and engagement.
Absolutely. We’re happy to advise on integrations, automations, AI, lead generation systems, project management, and more. For a full list of our services, click here.
Yes, this falls under our technology solutions. We’re happy to support integrations for any system based on your requirements, and maintain the connections.
We take support seriously, and we’re always here to help past, present, and future clients. Any support requests can be emailed to matan@dealtrail.com.
