Enhanced Deal Tracking,
Streamlined Workflows,
Efficient Client Management
Transforming the typical CRM experience by
offering a more deal-centric approach
so you can close more deals, faster.
Who has time to chase and track down leads? Not you!
As a business broker, you juggle multiple responsibilities daily - chasing leads, tracking deals, and managing client relationships, all while ensuring nothing falls trough the cracks.
We understand how overwhelming and exhausting this can be.
You should be focused on closing deals and growing your business, not on administrative burdens.
That's why we've developed a platform designed to centralize client communications, automate routine tasks, and manage your deals from start to finish.
Our goal is to free up your time so you can concentrate on what you do the best - making deals happen.
We're here to help you work smarter, not harder, ensuring no steps are missed and every opportunity is maximized.
Broker Solutions
We're your Deal Studio, offering tailored business solutions designed specifically for you, the business broker, to help you excel at all stages of the deal-making process.
DRAG & DROP WEBSITE & FUNNEL BUILDER
Turn Your Website Into An Automated Machine
Hire Deal Studio to create a custom website for your business brokerage.
Keep track of all the new leads your website brings in and take advantage of the many funnels we offer.
FORMS OR SURVEYS
Collect The Information You Need
Easily create engaging forms and surveys to generate more leads.
Automate tasks when a form or survey is filled out.
Get client feedback quickly and easily with our survey builder.
CRM & CONTACT MANAGEMENT
Turn Your Contacts Into Opportunities
Automatically create a contact anytime a lead calls, texts, emails, or messages you on social media.
Stay organized with your client’s notes, tasks, upcoming appointments, calls, emails, NDAs, and more all in one place.
EMAIL MARKETING
Manage Your Leads In One Place
Easily create beautifully designed emails with our drag-and-drop email builder.
Send automated emails that reach the right people at the right time.
ALL IN ONE BOX
Bring Your Conversations Together
Do you receive messages from clients and leads on social media? Bring all those conversations together in one app.
Centralize client communication by integrating with Facebook, Instagram, Google My Business, SMS, phone calls, email, & web chat to make communicating with leads easy.
AUTOMATED FOLLOW UP
Never Let An Opportunity Go
Easily take notes to keep all of your client information in one place.
Send automated and personalized follow-up messages and emails.
SOCIAL MEDIA PLANNER
Grow Your Audience & Attract New Clients
Automatically plan and schedule posts for your social media accounts, including Facebook, Instagram, and Google My Business.
Visualize all of your scheduled content on our social calendar.
ONLINE CALENDAR & APPOINTMENT BOOKING
Connect With More Leads
Let clients self-book appointments in seconds.
Keep track of all your upcoming meetings with our online appointment calendar software.
Automatically send reminders to cut down on missed appointments.
BUYER AUTOMATIONS
Go From Deals To Done Deals
Track your deals through the buyer or seller process on our custom pipelines.
Automatically send your NDA to interested buyers & store it in your CRM.
Utilize automated emails to ensure no buyers slip through the cracks.
CHAT WIDGET
Get Clients The Support They Need
Make it easy for clients to get help right when—and where—they need it.
Create templated responses to solve problems quickly.
Increase lead conversions with our powerful web chat tool.
Our Process
CRM & CONTACT MANAGEMENT
Turn Your Contacts Into Opportunites
Automatically create a contact anytime a lead calls you, texts you, emails you, or messages you on social media.
Automated tasks and follow-up help you bring more deals to close.
Each new contact is another listing opportunity - automatically build your list with Deal Studio.
Keep your client’s notes, tasks, upcoming appointments, calls, emails, NDAs, and everything you have on a contact in one place.
Stay organized and in control of your client relationships.
BUYER AUTOMATIONS
Easily Go From Deals To Done Deals
Easily track your deals all the way through the buyer or seller process on our custom pipelines.
Utilize automated emails to ensure no buyers slip through the cracks.
Automatically send your NDA to interested buyers & store it in your CRM.
ALL IN ONE BOX
All Your Conversations In One Place
Do you receive messages from clients and leads on social media? We'll bring all those conversations together so you can communicate with leads more efficiently and effectively than ever before.
Integrates with Facebook, Instagram, Google My Business, SMS, Phone Calls, Email, & Webchat to make communicating with leads easy for you.
Using one app, you can contact leads from all over the web.
Centralize client communication in one place.
EMAIL MARKETING
Bring All of Your Leads To One Place
Automate email campaigns to turn emails into sales.
Send targeted emails that reach the right people at the right time.
Easily create beautifully designed emails with our drag & drop email builder.
AUTOMATED FOLLOW UP
Never Let An Opportunity Go
Send personalized follow-up messages so you sound like a person, not a machine.
Send automated follow-up & reminder emails so you never let a hot lead go.
Easily take notes to keep all of your customer information in one place.
DRAG & DROP WEBSITE & FUNNEL BUILDER
Turn Your Website Into An Automated Machine
Easily create a standard website with our easy-to-use templates or hire Deal Studio to create a custom one for you.
Keep track of all the sales & new leads your website brings in straight from .
Create sales funnels, online appointment booking funnels, webinar funnels, sign up funnels, and many more.
ONLINE CALENDAR & APPOINTMENT BOOKING
Meet & Connect With More Leads
Get booked up! With an online appointment calendar, your brokerage business will always be busy with customers.
Utilize our online appointment calendar software to easily manage and keep track of all your appointments.
Let clients easily see your availability and self-book an appointment in seconds.
Automatically send appointment reminders to decrease missed appointments.
FORMS OR SURVEYS
Collect The Information You Need
Easily create engaging forms & surveys to generate more leads.
Get feedback from customers quickly and easily with our survey builder.
Generate more leads by making it easy for customers to provide their contact information.
SOCIAL MEDIA PLANNER
Grow Your Audience & Attract New Clients
Automatically plan and publish posts for your social media accounts.
Schedule posts for all your social networks to save you tons of time.
Visualize all of your scheduled content in our social calendar.
"Set it and forget it" - schedule your posts ahead of time for Facebook, Instagram, and Google My Business.
CHAT WIDGET
Connect With Leads & Help Them Buy Or List With You
Get more out of your website by using webchat to talk to customers.
Make it easy for customers to get help right when—and where—they need it.
Create templated responses to quickly solve problems.
Increase sales and conversions with our powerful webchat tool.
How We Do It
How We Do It
STEP 1
Capture
Stop losing out on potential listings because you aren't capturing your leads. Now that people know about you, let's capture those leads so we can convert them to clients.
STEP 2
Nurture
Easily reach business owners wherever they are: social media, email, text, voicemail, or chat. Follow up with new leads in under 5 minutes with automatic messaging. Engage your leads with nurture campaigns so you always stay top of mind.
STEP 3
Close
Get the power to close more deals. You'll always know exactly where every buyer and seller is in their closing process. We automate the entire buyer process from NDA to closing so your buy-side and sell-side deals run efficiently through our custom pipelines.
We make it easy to grow your business brokerage! Ready to get started? We’re happy to help!
Fill out the form to get in touch with our team.
Make deals on the go with our mobile app
Get real-time notifications straight to your phone.
Chat with your clients & leads right from the app.
Never miss another opportunity again
Our Pricing Options
Starter
$250 /mo
5 Included Users
(Additional 5 User Bundle $50/Month)Contact Management (unlimited)
Listing Manager
Deal & Opportunity Pipelines
Marketplace Buyer Lead Capture
Buyer Automation
Per Listing Digital NDA
2 Way Text & Email Conversation
Texting & Email Marketing
Automated Nurture Sequences
Online Calendar & Appointment Booking
Unified Inbox
Google & Microsoft Integration
Phone System & Powerdialer
Document Storage (unlimited)
Reporting & Analytics
Basic Data Room
Basic CIM Sharing
Basic Seller Onboarding
Proect Management Industry Template
24/7 Live Support (Chat & Zoom)
Training and Technical Onboarding
Weekly Community Zoom Meetings
IOS and Android Mobile Apps
$25 Credit for Phone, Text, and AI
Advanced
$350 /mo
All Features from Starter Plan
Website Hosting & Support*
AI Chat Bot
Forms & Surveys
AI Blog Posting
Sales Funnel Builder
Membership & Course Builder
Create Buyer/Seller Communities
Payments & Invoice Management
AI Social Media Planner
Listing Landing Pages
Review & Reputation Management
Contracts and eSignatures
Engagement Proposals
$35 Credit for Phone, Text, and AI
*Requires Deal Studio Website Development
Enterprise
Talk to Sales
All Features from Advanced Plan
AI Seller Onboarding*
Business Valuation Tool*
Buyer Offer Management*
Integrated Data Room*
Buyer Activity Tracking
Exclusive Buyer Automations
$35 Credit for Phone, Text, and AI
*Powered by DealBuilder.com
TESTIMONIALS
See What Our Clients Have To Say
Our clients' success stories, in their own words.
"Deal Studio's web site design and services is second to none. They are the premiere source for business broker web sites in the industry. Great team to work with."
– Tony McDaniel
"I have used Deal Studio’s products for over 15 years and I like that they are always coming up with new ways to benefit our business with new technology offerings. I recommend them!"
– Blake Taylor
"An incredible value. Deal-Studio allows brokers to focus their time and energy on actual deal making. Should have implemented Deal-Studio years ago."
– Jeff Snell
"The Colorado Association of Business Intermediaries (CABI) has had a long and beneficial relationship Deal Studio. They have delivered consistently high quality website design and hosting to our association. I would highly recommend Deal Studio."
– Paul Chambliss
Frequently Asked Questions
Your established customer acquisition framework amplifies conversion rates at each stage of the customer journey, setting the stage for sales records to be shattered.
Can I cancel anytime?
Yes, you can cancel at any time if you are not satisfied with our services. Although, we know you're gonna love us!
Are there additional fees?
After your one-time set-up fee, the monthly subscription covers your site hosting and access to the CRM platform for 1 user. Additional users are $20/user per month.
The only other fee that may be charged is for usage of SMS & email over our $25 monthly credit. However, these charges are minimal -- just $10 will give you about 10,000 emails or 1,000 text messages. Unless you are running extremely large marketing campaigns every month, that much is sufficient for most of our clients.
Do you offer support?
Yes! We provide you with help docs, video tutorials, and even live chat tech support. If that's not enough, HighLevel also offers on-demand Zoom support. You will have all the help you need to be fully successful!
Will I receive training?
We want to make sure you are set up for success, so we'll help you get set up and train you on how to use Deal Studio on a day-to-day basis. You'll be greeted with an hour-long training session and a technical set-up call. You'll experience a white-glove onboarding experience to get you ready to grow your business.
© 2024 Business Brokerage Press, Inc. All Rights Reserved.
© 2024 Business Brokerage Press, Inc. All Rights Reserved.
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© 2024 Business Brokerage Press, Inc. All Rights Reserved.