Deal management software
for people who close.
Turn boat shows and open houses into pipeline and run every closing in one deal-centered workspace: deal rooms, follow-ups, commissions. Built for boat and yacht brokers, real estate teams and business brokers.
CRM tracks contacts. DealDecks runs the deal.
Free plan available. Paid plans include a 14-day free trial. No credit card required.
1535 Gulf Drive
Lead · Marcus Webb
2710 Cortez Road W
Active · Elena Marsh
904 Bayshore Gardens
Under Contract · Sara Patel
842 Palma Sola Blvd
Lead · Dana Flores
Deal management, explained
What is deal management software?
Deal management software keeps the transaction, not just the contact, at the center of the work. It connects the pipeline, people, asset, communication, documents, deadlines, next actions and expected commission in one record from first interest through closing.
It is most useful when a sale is high-value, takes weeks or months, involves several parties and can stall when one next step is missed. That makes it a natural fit for boat and yacht sales, real estate and business brokerage.
Read the complete guideStop losing deals to spreadsheets,
email, and chaos.
Most deals don't die from bad leads. They die from the text thread, the Excel file, and the deal you forgot to follow up on. DealDecks fixes all three.
Deal Rooms
A secure room for every deal. Buyer, seller, co-broker and attorney open one link and see asset photos, milestones with owners, and documents to review and e-sign. Parties can upload files back to you, private until you share them. No account needed, just a one-time code.
See the deal room for boat salesCommission Tracking
Tiered plans, co-broke and referral shares, and monthly expected commission. Split each deal across your brokers and DealDecks calculates every payout.
See commission trackingAutomatic Deal Updates
Scheduled emails to the seller or buyer with a PDF of the activity you choose to share. No more writing status reports by hand.
Learn moreUpdate Deals by Text
Text “offer accepted, closing March 3” from the dock. DealDecks logs the note, moves the stage, sets the task, and texts back a confirmation you can undo.
Learn moreEvent Lead Capture
Turn boat shows, open houses and expos into a pipeline. Generate a QR code for any event, boat or listing. Leads scan in, consent is captured, and they land directly in your contacts.
Learn moreAI Deal Briefings
An AI brief on every deal: what just happened, who owes the next move, and which deals have gone quiet. Walk into every call knowing exactly where it stands.
Learn moreDeal Dashboard
Every active deal, its stage, and what needs attention, on one board. See pipeline value, expected commission, and what to work on today.
Automated Follow-up
Follow up without thinking about it. Stage-change triggers, timed sequences, and inactivity reminders run while you focus on the relationship.
Learn moreSMS & Email
Message clients directly from any deal. Every conversation is logged and tied to the deal, so nothing disappears into a text thread.
A secure portal for
every transaction.
Send one link and every party (buyer, seller, co-broker, attorney) sees asset photos, milestones, and documents in one secure deal room. Parties can upload files back to you, private until you share them. No account to create, no app to download, no PDF chains. Just a one-time email code at the door.
- No account needed: anyone with the link and a verified email can view
- Milestones with owners and what each is waiting on
- Asset photos, specs, and everyone on the deal
- Share documents to review and e-sign, secured by one-time code
- Parties upload files back to you, private until you share them
Meridian Real Estate
Deal Room
14 Harbor View Drive
Price
$1,450,000
Harborfront Colonial
PropertyBeds
4
Baths
3
Sq ft
2,850
Built
2019
Milestones
2 / 3 completeTurn every boat show and open house
into a pipeline.
Print a QR placard for any boat show, open house or individual boat or listing. Visitors scan it on their own phone, fill out a short form, and land directly in your contacts, interest tagged and SMS consent recorded at the moment of capture. No clipboards, no paper, no manual entry on Monday.
- Unique QR code per event, boat or listing
- Capture form that runs on the visitor's phone
- TCPA consent recorded the moment they opt in
- Tablet kiosk mode auto-resets between visitors
Scan to enter
2019 Viking 52 Convertible
Boat show · Booth 412
Welcome aboard
Meridian Yacht Sales
Name
Jordan Avery
Mobile
(401) 555-0142
jordan@email.com
Text me updates about this boat. Consent recorded. Reply STOP to opt out.
Your pipeline.
Finally under control.
See every active deal, what's at risk, and what to do next, on one screen. At-risk deals are flagged automatically so nothing goes quiet without you noticing.
- Drag-and-drop kanban by stage
- At-risk detection: stalled, overdue, no next action
- Next actions surface tasks due this week
- Close date tracking
In Progress
Summit Ridge Lot
Under Contract
M/Y Blue Horizon
Showing
Summit Dental Grp.
Due Diligence
Follow up without
thinking about it.
Set sequences that reach out automatically when deals go quiet. Trigger tasks when a deal changes stage. Let automations handle the repetition while you stay focused on closing.
- Timed follow-up sequences
- Stage-change task triggers
- Deadline and inactivity reminders
- Custom automation builder
Follow-up Sequence
Day 0
Send welcome SMS
Day 3
Email: check-in & next steps
Day 7
SMS: offer reminder
Day 14
Task: call client
Ready to close more deals?
Join brokers and teams who run every deal in DealDecks.
Free plan · 14-day free trial on paid plans · No credit card required