A CRM for real estate investors

Track every property from the first seller call to the closing table, with the numbers you underwrite with, the deadlines that cost money, and the signed paperwork, all on the deal.

Who it is for

Deal Harbor fits investors who buy properties to fix and flip, hold as rentals, or sell with owner financing, and who are tired of keeping deals in a spreadsheet, numbers in a calculator and contracts in an inbox. It works for a solo investor on the free tier and for an acquisitions team sharing one pipeline.

If you are still deciding what a CRM should do for you, start with what a CRM for real estate investors actually needs to do, or run a deal through the free fix-and-flip calculator.

The jobs it does

See every deal where it actually stands: The Acquisitions pipeline runs New Leads, Underwriting, Under Contract, Closed and Dead. Rename stages or add your own at any time.
Work out an offer from the numbers: The Deal Analyzer on each deal turns ARV, repairs, a rule percentage and your fee into a maximum allowable offer and a full flip projection, then saves the result to the deal.
Keep seller context in fields, not notes: Deal fields for seller motivation (foreclosure, probate, tired landlord, relocation, divorce), ARV, repair estimate, offer and MAO, so you can filter and report on them.
Follow up on schedule: Tasks carry an owner and a due date, with a daily notice when they come due. On Starter and above, email sequences mix emails, waits and call tasks, and can stop when a contact replies.
Get paperwork signed without leaving the deal: Harbor Sign is built in, with signing order, access codes or emailed one-time codes, reminders, deadlines, templates and a hash-chained audit trail. Signed files stay on the deal.
Bring leads in without retyping: Hosted and embeddable web forms create contacts in the CRM, and CSV import lets you skip rows that match an existing record, fill only its empty fields, or create them anyway.
Ask questions of your own pipeline: Harbormaster, the assistant on paid plans, answers from your workspace's records, drafts summaries, and proposes changes only for you to confirm.

Matching template pack

Real Estate Investing

Acquisitions pipeline plus deal fields for motivation, ARV, repair estimate, offer, MAO, and seller-financed note amount, rate and term.

Set up Deal Harbor for real estate investors

Pick the Real Estate Investing template and put a live deal through it. Every new workspace starts with a 30-day free trial of the Starter plan, no card required.

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Common questions

Is Deal Harbor built for real estate investors?

Yes. Real estate is the flagship use. The Real Estate Investing template sets up an acquisitions pipeline and deal fields for ARV, repairs, offer and MAO, and the Deal Analyzer works out offers on each deal.

Can I try it before paying?

Yes. There is a free tier for one user with up to 1,000 contacts, and every new workspace starts with a 30-day free trial of the Starter plan, no card required.

Does Deal Harbor charge by number of contacts?

No. Paid plans include unlimited contacts. Your bill depends on the plan, not the size of your list.

Does it include skip tracing or a dialer?

No. Deal Harbor focuses on managing deals once you have the lead: pipeline, deal math, follow-up, documents and e-signature.