CRM · Financing · AI · Portfolio

From first lead to notary. All in one platform.

CRM, financing, AI document analysis, and your full property inventory in one system. German real-estate teams capture leads, analyze assets, secure financing, and close, without switching tools all day.

  • Capture and qualify every lead in one CRM
  • Analyze documents and model the numbers with AI
  • Match financing and close, with a full audit trail
app.deal-pipe.de⌘K
Immobilien

Alle Objekte

Zeigt alle Objekte und wesentliche Details an.

Projekte

7 gesamt

Verfügbar

5 Einheiten frei

Ø Rendite

3,3 % brutto

Park Residenz MünchenNeu3 Einheiten

€ 565.000 – 1.095.000

2 – 4 Zimmer · Baujahr 2025

Größe

52 – 103 m²

Preis/m²

€ 10.615 – 10.782

Kaltmiete

€ 26,3 – 27,7

Bruttorendite

3,1 – 3,3 %

Bauzustand

Neubau

Anlageklasse

Eigentumswohnung

80804, München, Deutschland

Leopoldstraße 142

Altbau CharlottenburgNeu2 Einheiten

€ 589.000 – 849.000

3 – 4 Zimmer · Baujahr 1908

Größe

76 – 109 m²

Preis/m²

€ 7.750 – 7.825

Kaltmiete

€ 19,8 – 20,0

Bruttorendite

3,0 – 3,1 %

Bauzustand

Denkmal

Anlageklasse

Eigentumswohnung

10627, Berlin, Deutschland

Kantstraße 88

Built for real-estate advisors in Germany — GDPR-compliant, hosted in Frankfurt

THE PLATFORM

Everything a real-estate sales team needs. In one place.

From the first lead to the notary appointment, DealPipe replaces the patchwork of CRM, spreadsheets, document folders, and financing emails with one connected workflow. Built for German advisors, developers, and sub-sales networks.

01
Clients & pipeline

Capture leads, manage a drag-and-drop pipeline, and track every task, note, and conversation per client.

02
AI document analysis

Pull the metrics from WEG minutes, deeds, and energy certificates and turn them into a ready investment analysis.

03
Financing & numbers

Model the German tax math, then match the deal to the right financiers, §34i-compliant by design.

04
Inventory & closing

Projects, properties, reservations, and checklists, from first listing to the signed notary appointment.

BUILT FORAdvisors & brokers·Developers & sub-sales·Financiers
NEW · AI COWORKER

A colleague who does the work. Not just the talking.

The AI Coworker sits beside every page in DealPipe, knows the record you have open, and does the job itself: look things up, read documents, match buyers, write notes, create reservations. In your language, with your permissions, processed in the EU.

AI CoworkerContext: Unit 12

Find matching buyers for this unit and reserve it for Ms Klein until 14 Aug.

Property resolvedUnit 12 · Mühlenstr. 42
Buyer requirements matched3 of 214 fit
Availability checkedfree · no waiting list
APPROVAL REQUIRED
Create reservation
Unit 12 · S. Klein · expires 14 Aug 2026
ConfirmDiscard

Three clients fit this unit, S. Klein best of all. I'll create the reservation as soon as you confirm.

LOOK UP
Finds what you're after

Searches properties, clients, reservations and the pipeline from one sentence. Results come back as clickable cards, not a wall of text.

DOCUMENTS
Reads your paperwork

Declarations of division, owners' meeting minutes, energy certificates, exposés. Questions spanning a whole project are answered with sources.

CRM
Keeps the client up to date

Add a note, log an activity, create a task, move a client one pipeline stage on. Said rather than clicked.

MATCHING
Pairs buyer and property

Both directions: the clients that fit a property, the properties that fit a client, ranked by tax profile on request.

CLOSING
Creates and confirms

Runs reservations, checklists and waiting lists. Creates properties and projects, sets visibility and tour links.

NUMBERS & CONTENT
Delivers figures and arguments

Pipeline value, forecast and conversion in one sentence. Sales arguments and objection handling on demand.

ALSOFinancing listingsTickets & supportPortfoliosTeam & invitationsEmail templatesMeeting linksSearch the file driveCondition from listing photos
Your permissions only
It never sees or does more than the signed-in user may. Role-based in code, not asked for politely in a prompt.
Confirmation before anything outward-facing
Reservations, invitations, publications: your click first, execution second.
Processed in the EU
Every AI call runs through Google Vertex AI in the Netherlands region, not through US endpoints.
Fully audit-logged
Every change lands in the same audit trail as any other action in the system.

Available as an add-on: €29 per seat per month, 5,000 AI credits included. Only for the users who need it.

01 · CRM

Every client, lead, and deal in one pipeline.

DealPipe's CRM turns scattered contacts into a managed sales process. Capture leads, qualify them on a drag-and-drop board, log every call and email, and never lose a deal to a forgotten follow-up.

Visual pipeline
Custom stages per team and deal type: sales, financing, or your own.
Lead funnel
From capture through triage to a converted deal, with the source tracked end to end.
Tasks & timeline
Tasks, reminders, and a full activity timeline on every client.
Inbox & campaigns
Two-way email inbox plus bulk campaigns to dynamic audience segments.
Clean data
Duplicate detection, merge, custom fields, and CSV import.
Matched outreach
Notify the right buyers automatically when a property fits their criteria.
Sales pipeline32 open deals
New leads8
M. Bauer
€ 420k
R. Krause
€ 310k
Qualified6
S. Klein
€ 1,2M
T. Vogel
€ 310k
Viewing5
L. Horn
€ 890k
Reserved3
J. Adler
€ 2,4M
Assign & qualifyPipeline →
02 · DOCUMENT AI

From PDF to investment decision.

DealPipe reads HOA minutes, declarations of division, annual statements, and energy certificates, then hands structured fields to your portfolio. No manual entry.

Minutes-2024-03-AGM.pdfPDF

At the owners' meeting on 18 Mar 2024, the majority resolved to carry out the renewal of the heating system (§ 3 BeschlSlg) with a maintenance reserve currently at EUR 128,450.00. The 2023 annual statement shows a surplus of EUR 4,217.

Seite 3 / 1414 pages · 2.3 MB
EXTRACTEDAnalyzed in 41 s
PROPERTYMühlenstr. 42, 04107 Leipzig
UNITS24
MAINTENANCE RESERVE€128,450.00
LATEST RESOLUTIONHeating renewal · 18 Mar 2024
ANNUAL RESULT 2023+ €4,217
YEAR BUILT1928 · refurb 2011

GDPR-compliant · hosted in Frankfurt

03 · AI ANALYSIS

One click. Six perspectives.

From every document you upload, DealPipe builds a presentation-ready investment analysis, for brochures, advisory-board meetings, and bank pitches.

01Healthy
Condition & substance

Summary from energy certificate, minutes, and photos, including refurbishment status per trade.

Gewerke04 / 04
02Watch
Renovation risks

Foreseeable major repairs from resolution history and surveys, with estimated time horizon.

Nächstes Fenster2032
03Solid
Maintenance reserve

Current balance, three-year trend, and benchmark against market standard.

Rücklage128 T€
04Complete
Resolution history

Every relevant AGM resolution in chronological order: levies, refurbishments, manager changes.

Beschlüsse14
05Prime
Location scoring

Micro and macro location with rent index, infrastructure, and migration data, told as a story rather than a list.

ScoreA
06Sales-ready
Sales arguments

Ready-to-use bullet points for brochure and sales call, derived from the analyzed facts.

Argumente07
04 · CALCULATOR

German tax law, calculated correctly.

Depreciation schedules, § 23 EStG, KfW programs, purchase-price allocation, leasehold: DealPipe models every tax effect correctly. With adjustable scenarios and exportable cashflow tables.

  • Linear AfA and listed-building special AfA per building component
  • KfW 261 / 300 / 308 checked and factored in automatically
  • Speculation tax § 23 EStG with holding-period simulation
  • Land/building allocation per BMF reference sheet
Cashflow after tax10 years · Base scenario
Pre-taxAfter-tax
IRR after tax
8.4%
Cash-on-cash Y1
3.1%
Principal paid Y10
€127,800
05 · FINANCING

From deal to financed, without the back-and-forth.

List a property's financing need once. DealPipe matches it to the right financiers and keeps borrower identity pseudonymous until a financier signals real interest. Every contact unlock is tracked, §34i-compliant by design.

Financing listingPublished
Loan amount€3,860,000
LTV80%
PurposeAcquisition · 24 units
Required documents
Self-disclosureIncome proofAsset overview
Financier inbox§34i-konform
Sparkasse partner
96 % Match
interested
Private debt fund
91 % Match
unlocked
Regional Volksbank
84 % Match
new
Create listings
Publish a financing need with a required-document set per listing.
Pseudonymous matching
Borrower identity stays hidden until a financier signals real interest.
Auto-notify financiers
Matching financiers are alerted to fitting opportunities automatically.
Unlock inbox
Track contact unlocks with pay-per-lead or subscription billing.
Linked to the deal
Every listing connects straight to the client and their pipeline deal.
06 · INVENTORY

Projects, reservations, and properties in one place.

Organize developer projects, share them with sub-sales, manage reservations with checklist templates, and keep reserves, units, and resolutions in view.

Projects14 active projects

Multiple properties per project. Image galleries, floor plans, shareable project pages for prospects.

01Leipzig · Mühlenstr. 4224 WE
02Dresden · Fraunhoferallee 118 WE
03Hamburg · Hafenquartier B36 WE
Portfolio analytics↑ 0,6 % / 12 Mon.

Gross yield, purchase-price range, occupancy, open reservations, aggregated across your holdings.

Bruttorendite4,8 %
Belegung94 %
Reservierungen07
Reservations7 open cases

Checklist templates per property, document requirements, status tracking from reservation to notary.

Identity verified
Financing confirmed
Reservation signedAktiv
Notary appointment
07 · PLATFORM

One workspace for the whole organization.

Beyond the deal: everything your team needs to collaborate, coordinate partners, and stay compliant, all under the same roles and audit trail.

Real-time
Team chat

Org channels, direct messages, and property-scoped threads. Real-time and read-tracked.

AI-triaged
Tickets & support

AI-triaged tickets routed to the right team: documents, viewings, technical, or general.

Cross-org
Partner network

Connect with other orgs, share projects, split commissions, and sync inventory across teams.

Contingents
Service providers

Manage construction firms and brokers with contracts, certificates, and project quotas.

Workflow
Reservations & checklists

From inquiry to notary with per-property checklist templates and prospect waiting lists.

No-code
Automations & sequences

Trigger tasks, assignments, and email drips on stage changes, with no manual chasing.

08 · ROLES

Five roles. Clear permissions.

From head of sales to financier, DealPipe mirrors your organization exactly. Sub-sales see their properties, advisors see their clients, financiers see the docs they need.

Role
Properties
Import
Team
Billing
Shared properties
Admin
Head of sales
Advisor
Sub-sales
Financier
09 · WORKFLOW

From first lead to signed notary in five steps.

DealPipe connects every stage of the deal, so nothing falls through the cracks between tools.

01
Capture the lead

A lead lands in your CRM from a form, import, or referral. Triage, assign, and qualify it in seconds.

02
Analyze the asset

Upload the documents. AI extracts the metrics, flags the risks, and builds the investment analysis.

03
Model & finance

Run the tax and cashflow math, then match the deal to the right financiers in the marketplace.

04
Reserve & coordinate

Create the reservation, work the checklist, and keep buyer, sub-sales, and partners in sync.

05
Close & export

Generate the exposé, bank file, and notary documents, straight from DealPipe.

Built for trust

What you can rely on from day one.

Frankfurt
Hosted in Germany
GDPR-compliant data centers
Encrypted
Documents & data
At rest and in transit
7 days
Trial access on request
No credit card required
5 roles
Permissions built in
Sub-sales to head of sales

Hosted in Germany · built for real-estate advisors.

10 · PRICING

Three plans. No surprises.

Units means imported or manually created residential units per month. Overages are billed transparently.

Basic
Everything you need for the first deals.
€199.99/ month
10 units / month
5 GB documents
20 online properties
Unlimited archive for sold properties
CRM & AI analysis · standard
Email support
Get started free
Most popular
Premium
The standard for active sales organizations.
€799.99/ month
50 units / month
25 GB documents
100 online properties
Unlimited archive for sold properties
CRM pipeline, financing & priority AI
Roles & team management
Priority support
Start Premium
Enterprise
Developers, sales organizations, corporates.
custom
Unlimited units
Dedicated storage
Unlimited archive for sold properties
Custom domain & branding
SSO · SAML
SLA & dedicated contact
Guided onboarding
Talk to sales
Additional online properties: €1 / property / month
AI Coworker: €29 / seat / month · 5,000 credits included
Additional units €3.00 · extra storage from €0.50/GB
All prices are net prices and exclude statutory VAT. Service available to business customers (B2B) only.
11 · FAQ

Frequently asked questions.

Is DealPipe a CRM, a document tool, or a financing platform?

All three, in one. DealPipe combines a real-estate CRM (leads, pipeline, deals, inbox, campaigns), AI document analysis, a German tax calculator, a financing marketplace, and full property inventory under one login, one role model, and one audit trail. You can start with the modules you need and switch the rest on later.

Where is my data stored?

All data is hosted GDPR-compliant in German data centers (Frankfurt). Documents are encrypted at rest and in transit. Row-level security strictly separates tenants.

Which document types does the AI understand?

HOA minutes, declarations of division, energy certificates, annual statements, economic plans, lease agreements, brochures, purchase contracts, and land-registry extracts. Unknown formats are indexed as full-text and remain searchable.

How does the financing marketplace stay §34i-compliant?

Listings are pseudonymous: a financier sees the loan amount, LTV, and purpose but not the borrower's identity. The identity is released only once they signal genuine interest and the contact is unlocked. You stay an introducer, and DealPipe never gives investment advice.

Does DealPipe work for developers with sub-sales channels?

Yes, that's the core of the role model. Head of sales, advisors, sub-sales, and financiers each see only the properties, clients, and documents they are entitled to. Partner orgs can share projects and split commissions. Custom domain on Enterprise.

Can I try DealPipe first, and can I export my data?

Yes. On request we set up a 7-day trial account for you — no payment method, including CRM, AI analysis, imports and team features. If it fits, we finalise the contract. Everything exports any time: properties, clients, analyses, reservations and cashflows as CSV, XLSX or PDF, documents as ZIP. No lock-in.

A different question? Write to us.

The next deal won't wait.

Trial access on request: 7 days of Basic, no payment method. Your data is yours, and you can export at any time.