DealPilot
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DealCRM · The relationship record for connected workflows

Every relationship. Every property. Every deal. One timeline.

DealCRM brings contacts, conversations and notes onto one append-only timeline, with links to related properties and deals. Connections to the rest of DealPilot's workflows expand during alpha.

Invite-only alpha. The Relationship Ledger below is illustrative; not every property, valuation and deal event is added automatically to the contact timeline today.

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The Relationship Ledger

One day. One client. One timeline.

Read this example top to bottom to see the intended journey from inquiry to deal. Conversations and notes are recorded today; some specialized outcomes illustrate connections still in progress.

  • Chronological, not a to-do list
  • Each entry names its channel and the module that wrote it
  • The linked deal opens from the entry itself

Omar Al-Mansoor

Contact · source WhatsApp · Dubai Marina

Illustrative timeline

  1. Inquiry received

    DealCRMWhatsApp

    “Is the 2BR waterfront in Dubai Marina still available?” — captured on the contact timeline, not on a personal phone.

    whatsapp_inbound

  2. Contact created

    DealCRM

    Omar Al-Mansoor · budget AED 3.5M cash · prefers Arabic · WhatsApp consent recorded.

    source · whatsapp

  3. Property linked

    DealCRM

    2BR Waterfront · Dubai Marina attached to the contact. Every later step now knows which unit is in play.

    listing · linked

  4. PriceIQ analysis

    PriceIQ

    Indicative range around AED 3,420,000 from 8 recent closed sales — attached to the same property, not a PDF lost in a chat.

    cma_generated

  5. Listing draft ready

    ListingAI

    Bilingual EN/AR portal copy drafted for broker review before anything is published.

    listing_created

  6. Viewing scheduled

    DealCRM

    Broker note: viewing Thursday 17:30 at the tower. Visible to the responsible agent and to brokerage managers by role.

    note

  7. Deal opened

    DealFlow

    DL-2026-0008 · secondary sale · linked to this contact and this listing. From here the milestones and audit trail continue in DealFlow.

    deal_createdOpen linked deal
Sample data for illustration; times are Gulf Standard Time. Property, valuation and deal entries illustrate the intended connections; not all are added automatically to the contact timeline today. The record is append-only during normal use.
Contact → Property → Deal

Three records that know about each other.

In most brokerages these three live in three tools. In DealCRM they're three views of the same record, and each one points at the other two.

  1. Contact

    Who you're talking to

    Created once — from the first WhatsApp message, a manual entry or an import. Personal details are encrypted at rest, and the whole history sits on the timeline.

    • Name, phone, email
    • Source: WhatsApp, direct, referral, portal, manual, import
    • Status and budget range
    • Preferred language and WhatsApp consent
    • Next follow-up date

  2. Property

    What they want

    A contact can be linked to a listing, with viewing notes added to its timeline. PriceIQ analyses and ListingAI packages appear in the activity feed; automatically linking all their results to the contact timeline is still in progress.

    • Linked listing
    • PriceIQ indicative analysis for the unit
    • ListingAI drafts in Arabic and English
    • Viewing notes on the timeline

  3. Deal

    What you're closing

    When the relationship becomes a transaction, DealFlow opens a deal numbered DL-YYYY-NNNN, typed, assigned to an agent, and linked back to the contact and listing. The timeline shows “Open linked deal” right on the entry that created it.

    • One deal number: DL-YYYY-NNNN
    • Type: secondary sale, off-plan, rental, mortgage-only
    • Assigned agent
    • Milestones and documents in DealFlow
One timeline across workflows

Shared vocabulary, single record.

DealCRM defines shared event names for conversations, property work and transactions. A defined event name does not mean every workflow adds it automatically to the contact timeline today.

Written to the timeline today: WhatsApp conversations, consent changes, NurtureBot-to-broker handoffs, NurtureBot drafts, call summaries and manual notes. Property and transaction events use the same vocabulary so they read the same way as more workflows connect.

Conversations
whatsapp_inboundwhatsapp_outboundcall_receivedcall_summary
Follow-ups
nurture_draft_creatednurture_draft_approvednurture_message_sentnote
Property work
listing_sharedlisting_createdcma_generated
Transaction
deal_createddeal_transitionedmilestone_completeddocument_parsed
Trust
consent_changedcompliance_check_completedsanctions_screening_completedhandoff_completed

Append-only. During normal use, new entries are added instead of rewriting history. A returning number is matched within the same agent's book; conflicting identities are flagged for review.

Search · Activity · Context

Find anyone. See everything. Act in place.

  • Search and filter

    Search contacts and filter by status and by source — WhatsApp, direct, referral, portal, manual, import.

  • Notes in place

    Add a note from the contact profile; it lands immediately as a timeline entry alongside everything before it.

  • CSV import with duplicate check

    Bring an existing book of contacts in, with a preview and duplicate check before anything is written.

  • No silent merges

    Ambiguous duplicates are flagged for review instead of being merged automatically.

  • Linked deal, one click

    Open the linked deal straight from the timeline entry that created it.

  • Your activity feed

    The DealCRM dashboard shows your recent activity — PriceIQ analyses, listing packages and deal events on your contacts and deals — drawn from the same audit log.

Brokerage visibility

Visibility for the brokerage, boundaries for the data.

A relationship is a brokerage asset, not the contents of one agent's phone. DealCRM makes that true without opening the data to anyone who shouldn't see it.

  • Clear roles

    Owner, admin, manager and agent. An agent sees their own book; owners, admins and managers hold the permission to view all agents' data in the brokerage.

  • Tenant isolation

    Postgres row-level security keeps each brokerage's data apart; no brokerage sees another's contacts.

  • Encryption and residency

    Personal data encrypted at rest (AES-256) and in transit (TLS), hosted on Google Cloud europe-west1.

  • Append-only record

    During normal use, new entries are added to the timeline and audit log instead of rewriting history. Data-erasure requests follow separate privacy controls.

  • Arabic and English

    A fully bilingual interface with right-to-left support, and the client's preferred language kept on their record.

  • Supervised, and logged

    An owner or admin can step into a team member's view to review their files, and every such session is logged with who did it and when.

Full details on the trust & security page

Put your next inquiry on one timeline.

DealCRM is part of DealPilot's invite-only alpha for Dubai brokerages. Start with one client and one property, and help shape the connected workflows.

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