The CRM inside RouteDeck, sold on its own
A deck of leads, in order, with the next action already on it. Import your book on Monday, work Tuesday from the agenda, and let the follow up you keep meaning to send go out on its own.
Set up for real estate: MLS matching, valuation pages, and commissions tracked to the cheque.
what do you sell
30 day trial · no card · import runs in minutes
today’s deck
18 waiting · 4 due today
New
Working
Showing
Firm
Owen Pratt
valuation page, Riverbend
Nadia Bouchard
buyer · Sherwood Park
Nadia Bouchard
buyer · Sherwood Park
3 bed, 2 bath, under 620k
Email sent from your template
Her reply filed itself here
Showing booked, Wed 1:30
3 listings match her search
Sent. The buyer has the listing.
agenda · this week
Queue · lead 4 of 12 in Working today
due today
Call Nadia back
3 bed, 2 bath, under 620k
Upcoming · Wed 1:30 · showing
Email sent from your template
Her reply filed itself here
Showing booked, Wed 1:30
Call Nadia back
Showing on Baywood
Sequence day 3 sends
Web inquiry · where it started
real estate
So the CRM does the part that cannot wait for you. New inquiries are matched against saved search criteria as listings sync, and the three that fit go out under your name while you are still on the driveway.
Saved searches match on every field you set, and a match tells you which criteria it missed instead of just claiming a hit.
The address form is yours, branded, and the follow up is a monthly market report that keeps arriving until they list.
Adjust, write the note, and share a client link. No exporting three screenshots into a slide deck at 11pm.
Splits, referrals out and in, and what actually lands in your account. Visible the day the deal goes firm, not at tax time.
Real estate in a box: stages, record types, drip sequences and a report set installed on your first login, then edited to taste.
automotive
Hosted applications save every step as it is answered. The customer who quits on page three is already a lead with a phone number, sitting in a queue with a note about where they stopped.
Consent wording, province, income and time at job are typed fields with real validation, not a free text box a rep retypes later.
Each step posts under the same reference, so an abandoned application enriches one record instead of creating four.
UTMs, click ids, campaign and ad set ride the lead through to the sold unit, so you can stop arguing about which source works.
A stage change offers the checklist for that stage: call, text, doc request, appointment, each with an owner and a due time.
Buying leads from a distributor on RouteDeck routing? Their deliveries land straight in this CRM.
Every workspace gets the list below on day one. It is the part most trials make you build yourself before you can tell whether the thing works.
Drag through stages you named. Universal queues for the slices you check every morning, and bulk actions for the Monday cleanup.
Reminders that come back, outcomes that feed reports, and a subscribe link so today shows up next to the rest of your life.
Sequences stop the moment somebody replies or opts out, and the opt out applies before the next send.
Map your spreadsheet columns once. Original dates are kept, so a lead from March 2024 reports as March 2024.
An agent login sees their own queues and nothing else. Sensitive fields stay off their screen. Permissions apply on the next click.
On by choice for you, enforceable for the team, because your database is your customers’ personal information.
White label branding through to the client portal and every email your leads receive. Rename fields, stages, and the word lead itself.
The welcome tour walks a fake person through your real pipeline, so you learn the CRM on a record you cannot break. Delete them when you are done.
Not a demo request. Not an onboarding call. This is what happens after you pick a password, and it is the only claim on this page you can check in one sitting.
minute 0 to 2
Real estate or automotive. Stages, record types and reports install themselves for that work.
minute 2 to 8
Map the columns, keep the original dates. Your book is on the board before the coffee is cold.
minute 8 to 14
Publish a hosted form, or forward the provider emails. Watch a real lead appear in the queue.
minute 14 to 20
Four tasks, one sequence turned on, and tomorrow morning already has a plan in it.
where it lives
written for PIPEDA · Quebec Law 25 · CASL
platform
sensitive fields encrypted one by one, with rotatable key versions
coming soon · app store and google play
RouteDeck CRM is being packaged as a real app for iPhone and Android. Same account, same contacts, same history. You sign in and your deck is already there.
one email when it ships · nothing else
tap to call, logged
The call goes out from your phone and writes itself into the history, with the duration.
camera onto the record
Photograph a signed page in the driveway and it attaches to the lead before you drive off.
showings on your calendar
Book a showing in the app and it lands in the calendar your phone already wakes you up with.
face id, with a way around it
Biometric unlock for a phone that gets handed around, and a password fallback every time.
The app is the CRM. Routing setup, the tier ladder and the rule builder stay on the desktop, where that work belongs.
Today’s deck
Wed Jul 29 · 18 waiting
iphone · app store
history · nothing typed twice
logged from your phone, on the record, no typing
confirmed Thursday at 6:30, Willow Ct
wants the garage, will not go over 640
Thu 6:30p, written to your phone calendar
4 listings, 3 bed under 620k, Sherwood Park
galaxy · google play
hover to look around · click a phone to bring it forward
$29 a month
One seat, the whole CRM.
$99 a month
The working CRM for a small team.
$249 a month
Every desk in the office, one pipeline.
Figures render from the admin plans catalog on both hosts. A dollar amount typed into a page fails the build.
If Friday comes and it has not beaten your spreadsheet, keep the spreadsheet.
30 day trial · no card · your data is stored in Canada