Built for Appraisers

Run Your Appraisal Firm. Powered by AI.

Order management, inspection scheduling, report generation, and invoicing — all in one platform designed for property appraisal firms.

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CRM

Everything You Need to Grow Your Property Appraisal Firms

Purpose-built tools that work together seamlessly for property appraisal firms.

Order Management

Track appraisal orders from assignment through inspection, review, and delivery.

Client Management

Manage lender, AMC, and attorney relationships with order history.

Inspection Scheduling

Schedule property inspections with route optimization and occupant coordination.

Invoicing

Per-order billing with AMC fee tracking and accounts receivable management.

Report Delivery

Digital report delivery with revision tracking and compliance documentation.

Firm Analytics

Order volume, turnaround times, and revenue per appraiser — all at a glance.

Your Complete Property Appraisal Firms Toolkit

Every app included in your property appraisal firms package, with the features that matter most.

CRM

AI-powered CRM that closes 3x more deals

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Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

Unlimited custom pipeline stages
Drag-and-drop deal management
Weighted revenue forecasting
Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

Unified activity timeline
Email and call tracking
Custom fields and tags
Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

Auto lead assignment rules
Drip email sequences
Task creation triggers
Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

Sales performance dashboards
Custom report builder
Win/loss analysis
Team leaderboards

Invoicing

Get paid 2x faster with AI-powered billing

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Estimates & Quotes

Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.

Recurring Invoices & Stripe Subscriptions

Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.

Credit Notes & Retainers

Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.

Late Fees & Payment Reminders

Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.

Time-to-Invoice

Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.

Payment Plans & Installments

Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.

Field Service

Run a 5-star service business from dispatch to payment

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Estimate Builder (Good/Better/Best)

Create tiered estimates with parts, labor, and pricing options. Send for customer approval and convert to work orders with one click.

Checklist Execution

Step-by-step checklists on work orders with checkboxes, notes per step, photo upload, and progress tracking -- mobile-optimized.

Customer Portal

Customers view appointments, work orders, estimates, invoices, and payment links from a branded self-service portal.

Before/After Photo Capture

Technicians capture photos with before/after designation, captions, and timestamps -- linked to specific work order steps.

Pricebook & Flat-Rate Pricing

Material + labor components with good/better/best tier options. Auto-populate estimates from pricebook items.

Service Agreements & Memberships

Recurring service plans with auto-scheduled visits, auto-billing via Invoicing, membership discount tiers, and renewal tracking.

Docs

Professional document creation

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Rich Text Editing

Full formatting options including styles, tables, images, and custom layouts.

Real-time Collaboration

Work together with your team with live cursors and instant sync.

Templates Library

Start quickly with professional templates for any document type.

Version History

Track all changes and restore any previous version instantly.

Why Choose Deelo for Your Property Appraisal Firms?

See how Deelo's crm software compares to the most popular alternatives on the market.

Feature	Deelo CRM	Salesforce	HubSpot CRM	Pipedrive
Pipeline Management	Included	Included	Included	Included
Contact Management	Included	Included	Included	Included
Email Integration	Included	Included	Included	Included
Sales Automation	Included	Included	Included	Included
Built-in Invoicing	Included	Not included	Not included	Not included
Built-in Phone System	Included	Not included	Not included	Not included
50+ Integrated Apps	Included	Not included	Not included	Not included
No Per-User Add-ons	Included	Not included	Not included	Not included
Price	$19/seat/mo	$25-300/user/mo	$15-150/user/mo	$14-99/user/mo

Try Deelo Free for Property Appraisal Firms

Frequently Asked Questions

Everything you need to know about Deelo for property appraisal firms.

Yes. Deelo CRM supports CSV import with field mapping, so you can bring over contacts, companies, deals, and notes from any system including Salesforce, HubSpot, and Pipedrive.

No. All plans include unlimited contacts, companies, and deals. There are no hidden caps or storage fees for your CRM data.

Yes. Send emails directly from the CRM and track opens, clicks, and replies. You can also set up automated email sequences for lead nurturing.

Yes, Invoicing is included free on all Deelo plans including the Free tier. You get unlimited invoices, estimates, and clients with no hidden transaction fees beyond standard Stripe processing.

Deelo includes invoicing plus 50+ other business apps (CRM, projects, time tracking, accounting) in one platform starting at $19/seat/month. FreshBooks charges $17-55/month for invoicing alone and requires separate subscriptions for CRM, project management, and other tools.

Yes, Service is included free on all Deelo plans. There are no per-technician fees. Run your entire field service operation from one platform.

Deelo includes field service plus 50+ other apps (CRM, invoicing, inventory, fleet, marketing) in one platform starting at $19/seat/month. ServiceTitan starts at $398/month for field service alone and requires long-term contracts.

Absolutely. Deelo's platform is purpose-built for property appraisal firms with industry-specific tools including CRM, Invoicing, Field Service, and more. Everything works together seamlessly so you can manage your entire business from one place.

Your property appraisal firms package includes CRM, Invoicing, Field Service, Docs -- plus access to 40+ other business apps. All apps are included on every plan, even the free tier.

Yes! Deelo offers a generous free plan that includes all apps with core features. You can run your property appraisal firms operations without paying a cent. Paid plans start at $19/seat/month when you need advanced features, more storage, or AI credits.