Services
The platform, the setup, and the people behind it
Deal Pros is more than software. You get the platform, a workspace configured to how you work, and ongoing operational support. How much of that we handle depends on the package you choose.
Platform Access
The foundation — included in every package
Full access to the Deal Pros platform — secure portals, deal management, CRM, document rooms, workflows, forms, and e-signatures. Everything you need to run your practice in one place.
Included in Platform Access, Deal Management, and Full Deal Ops Support
Includes:
- Secure client portal with your branding
- Deal pipelines & stage management
- Document rooms with access controls
- CRM with contacts, companies, and relationships
- Workflow templates & task management
- Forms, intake, and e-signatures
- Buyer tracking & protected buyer notices
- Listing agreement management
- Custom fields across all entities
- Notifications, activity feeds & audit logs
- File upload portal for external parties
- Archive, backups & data export
Implementation & Setup
Configured for you, not by you
Your workspace is set up and configured before you start — not after. We handle branding, pipelines, templates, permissions, and data migration so you can hit the ground running.
Included in Deal Management and Full Deal Ops Support
Includes:
- Account provisioning & branding
- Pipeline & stage configuration
- Custom field setup
- Document template creation
- Workflow & task template alignment
- Stage task template configuration
- Form & intake setup
- User invitations & permission setup
- Dropbox integration setup
- Initial data migration assistance
- Support ticketing configuration
Ongoing Operational Support
Your back-office operating partner
Beyond software, Deal Pros can serve as your operational backbone. Depending on your package, you get ongoing support — from platform assistance to optional expert administrative support for deal coordination and back-office tasks.
Varies by package — highest in Full Deal Ops Support
Includes:
- Continuous platform support
- System optimization & refinement
- Workflow adjustments as needs evolve
- Optional administrative support
- Deal coordination assistance
- Document and process organization
- Dedicated account management
- Custom integration management
- Ongoing template & form updates
- Periodic system reviews & reporting
- SLA guarantees
Roles and responsibilities
Advisor stays focused on
- Client relationships and trust-building
- Advisory strategy and negotiations
- Key calls and decision-making
- Closing conversations and deal leadership
Deal Pros supports
- Execution, organization, and coordination
- Workflow standardization and operational follow-through
- Transaction movement: timelines, reminders, next steps
- Infrastructure that stays consistent as volume increases