Every deal,
one harbor.

One record carries a deal from the first seller call to a signed close — pipeline, documents, e-signature and handoff, without the ten tabs.

Built for real-estate investors, agencies and the deal-makers who work the same way.

Start freeSee pricing

30-day free trial · no credit card · cancel anytime

What Deal Harbor can prove today

Who builds it
An active real-estate broker working deals in Oklahoma and Texas. The pipeline on this page is the one the product was built to run.
Signed and sealed
Every signing event is cryptographically chained to the one before it, so the audit PDF on the record is tamper-evident, not just a log.
No contact tax
Unlimited contacts on every paid tier, no onboarding fee, and no bill that grows because your list did.
After the close
A closed deal syncs into NoteHarbor for servicing, so the record does not end at the signature.

Capture and work the deal

Work the pipeline, not the spreadsheet

Every property, seller, buyer and task sits on one board you shaped yourself, so the next action on a deal is never a question you have to go looking for.

  • Custom stages and pipeline templates across contacts, companies, deals and tickets.
  • List and kanban views you can save, with workflows and sequences that move work along on their own.
  • Deal Bot answers questions about your own pipeline, grounded in the product rather than the whole internet.

Generate and sign the paperwork

The paperwork never leaves the record

Generate the document from the deal's own data, send it out for signature, and keep the sealed audit PDF attached to the record it came from.

  • Documents build from deal data — nobody re-keys an address into a template.
  • Each signing event is cryptographically chained to the one before it, so the audit trail is tamper-evident.
  • In-person signing, one-time codes by SMS, and bulk send when a batch has to go out at once.

Operate the business after closing

The deal closes. The record keeps working.

A closed deal syncs straight into NoteHarbor for servicing, while reporting and goals keep the crew pointed at the next one.

  • Closed deals hand off to NoteHarbor for note servicing; RentHarbor picks up the rental.
  • Charts, reporting and goals across the whole book of business.
  • Role-based access control with per-user permission delegation, so the right people see the right records.

For agencies and resellers

Sell it under your own name

On the $299 White Label tier, put your brand, logo and domain on the whole app, then resell it to your own customers and keep the margin.

  • Your name, logo and domain across the product your customers log into.
  • A reseller program with branded sub-accounts — the margin stays with you.
  • Self-serve at $299 a month, against the roughly $497 white-label tier charged elsewhere. No sales call to unlock it.

The rest of it, without the tour

Everything below ships today on at least one plan. Nothing here is a roadmap item.

Records

  • Contacts, companies, deals and tickets
  • Custom fields and formula fields on any object
  • CSV and phone-contact import that merges on a match
  • Saved list and kanban views

Communication

  • Two-way Gmail and Outlook sync
  • Email open tracking
  • Calendar sync and public booking pages
  • Forms that create records directly

Documents

  • Document generation from record data
  • E-signature with a sealed audit PDF
  • Reusable field templates and branded signer pages
  • File storage on the record

Automation

  • Workflows and multi-step sequences
  • Goals and team targets
  • Charts and reporting
  • Deal Bot, metered per plan or unlimited on Pro

Team

  • Role-based access control
  • Per-user permission delegation
  • Workspaces for separate books of business
  • An organization activity trail

Extend

  • Plugins from the App Store
  • API access and webhooks
  • A quick bar for records, actions and navigation
  • A companion mobile app

Pick the path, not the tier

Every plan starts with a free 30-day trial of the whole product, and no plan bills you for the size of your contact list.

On your own

$0 – $20/mo

Free · Solo

A free tier that stays free, or the solo plan with a second seat when you need one — no forced three-seat minimum.

See what's included

With a team

Most crews

$49 – $199/mo

Starter · Pro · Business

Seats, storage and e-signature volume step up as the crew grows, with workflows, reporting and role-based access along the way.

Compare team plans

Under your own brand

$299/mo

White Label

The white-label tier: your name, logo and domain on the product, plus the reseller program. Self-serve, no sales call.

See what's included

Full plan limits, add-ons and the Harbor Bundle live on the pricing page.

Before you start

Is there a free trial?

Yes — every plan starts with a 30-day free trial of the full product, and no credit card is required to start.

How do seats work?

Solo starts at $20/mo for one seat, with a single second seat at $15/mo — there is no forced three-seat minimum. Starter, Pro, Business and White Label include more seats out of the box and let you add more as the team grows.

Can I white-label it?

Yes, on the $299/mo White Label tier, self-serve and without a sales call. Put your name, logo and domain on the whole app, then resell it under the reseller program.

What are Harbor Bundles?

Running two or three Harbor products together earns every subscription a bundle discount. Servicing and usage fees — e-sign volume, storage overages and the like — are always billed at full price; the bundle discounts the subscription, never the usage.

Can I bring my existing data?

Yes — import contacts and companies from a CSV, or sync them straight from a phone's contacts. Records merge on a match instead of creating duplicates.

Can I cancel anytime?

Yes. Plans are month-to-month with no contract, and the account Owner can cancel at any time, self-serve, from the billing portal in Settings.