A board per pipeline
Each stage shows how many deals it holds and what they are worth. Drag a deal to move it; open one and it slides in over the board, so you never lose your place.
Features
Everything it does, and nothing it doesn't.
This page lists what Dealcora does today. If a feature is still on the roadmap, it is not on this page.
Pipelines and deals
Set up for selling and letting property
A new install starts with a Sales pipeline and a Rent pipeline, and deal fields that match what a property deal actually carries.
Property fields, ready
Project, unit, property type, bedrooms, size, ownership, lease term, rent, deposit, move-in date and lead source on every deal; nationality on every contact.
Stage automations
When a deal enters a stage, Dealcora can create or complete tasks, add a tag, set a field, change the owner, move the deal on, or hand it over.
Leads go to the right person
New leads are shared round-robin within a pipeline, each person can switch receiving leads on or off, and anything unassigned waits in an Unsorted queue.
Tidy up in bulk
Change owner, stage or tags on many deals at once, and merge duplicate contacts, or duplicate deals within a pipeline.
Make the stages yours
Rename and reorder stages, give each one a colour group, and keep your own list of reasons a deal was lost.
Conversations
Four channels, one inbox, on the deal
WhatsApp, Telegram, Facebook Messenger and Instagram arrive in one inbox, attached to the contact and the deal they belong to, with every message on the record.
WhatsApp, inside the rules
When WhatsApp's 24-hour reply window has closed, the inbox offers your approved message templates instead of letting a message fail.
Telegram, per person
Each salesperson links their own Telegram account, so conversations stay with the person who is having them.
Facebook Lead Ads become deals
Leads from the Facebook forms you map arrive as deals in the pipeline you choose, ready to be worked.
The Meta relay, plainly
Facebook and Instagram messages reach your install through a relay we run. It forwards them from memory and stores none of them. Replies on both follow Meta's 24-hour window.
Daily work
Tasks, notes and the nudges in between
Tasks and a calendar
Calls, meetings and follow-ups with a due date, closed with a result. See them as a list, or on a month or week calendar you can drag them across.
Notes that reach people
Mention a colleague in a note to bring them in, pin the note that matters to the top of a record, and log a call against it.
Notifications where you are
Assignments, due tasks, mentions, messages and stage changes — in the app, as a push notification, by email from your own install, or through a Telegram bot.
Finding and reporting
Find anyone fast, and see how the month is going
Search by phone, however it was typed
Press ⌘K, Ctrl K or / to search contacts, deals and companies. A phone number matches in any format, or by its last few digits.
Reports that match the board
A funnel by stage, won and lost with the reasons, and activity per person — counted over exactly the deals each person is allowed to open.
An overview to start the day
Hot deals, today's tasks, unread messages and how deals are spread across the stages, on one page.
Saved views and favourites
Keep your own filtered lists, and star the records you come back to.
Team and security
Everyone sees what they should, and nothing else
Roles and scopes
Built-in roles from administrator to read-only viewer. Access is set to a person's own deals, their team's, or everything — per pipeline, with per-person overrides.
Sign-in you can trust
Passwords with a one-time code from an authenticator app, required for administrators by default and available to everyone. Sign in with Microsoft or Google if you prefer.
A record of who did what
An audit log for administrators, and a history on every record.
Yours
Your brand on it, your data in it
White-label, all the way
Your domain, your name, your logo for light and dark, your favicon, your primary colour, your support links and your default language.
On the phone, under your name
Install it to a phone's home screen as an app with your name and icon, with layouts made for a small screen. Light, dark, or follow the system.
Take everything with you
Export deals, contacts, companies and tasks to CSV, for the people you allow to. An administrator can download the whole install as one archive at any time.
Never locked out of your data
If a licence runs out, the CRM becomes read-only. It keeps taking in leads and messages, deletes nothing, and the full export keeps working.
An API and webhooks
A REST API with keys and documentation in the app, an endpoint for sending in leads, and signed outgoing webhooks with a delivery log. Available as a module.
In English, Russian and Thai
The app is fully translated into all three, and each install sets its own default language.
Run for you
A server of your own, without running one
Your own server
Each customer gets their own cloud server, their own database and their own file storage. Your data is not on a shared machine.
Updates that roll back
Updates are signed, rolled out in waves that stop on the first failure, and rolled back automatically if your install's health check fails after one.
Backups every night
An encrypted backup every night into storage set aside for your install, with the database's changes captured every five minutes in between.
Bring your data
Moving from a spreadsheet or from amoCRM? Your contacts and deals can be imported when your install is set up.
See it with your own pipeline
We set up a trial install for you and walk you through it. No card, and nothing to pay until you have decided.