Close more real estate deals.

Leverage this agentic deal system so you can open, position, and close more deals without missing a beat.

ADGA DealFlow workspace with a populated deal graph, connected nodes, and the ADGA assistant panel.
Deal management platform

One system for the work that gets deals closed.

Capture every opportunity
Turn inbound, referrals, imports, calls, emails, QR leads, and manual entries into structured deal records with owner, source, urgency, and next action attached.
Keep every deal moving
Surface missing context, proof, upcoming meetings, voice notes, documents, and next moves before momentum slips.
Close with the money attached
Keep terms, signatures, invoices, checkout, payment status, and handoff history connected to the same workspace.
Where ADGA helps

Make the next move obvious.

The offer can be strong and the buyer can still drift. ADGA keeps the next move, workspace, and close path visible before momentum turns into silence.

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Hot leads go cold while the next action sits in somebody's head.

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Call notes, files, emails, and decisions scatter across tools before anyone can close.

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Teams lose confidence in the pipeline because stale deals look the same as live ones.

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Invoices and payment steps get handled after the close instead of inside the close path.

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A buyer, investor, or partner feels the delay and moves on to the team that follows through.

Built for closers

You should not have to remember the whole deal alone.

ADGA is built for the operator carrying the number, the advisor coordinating the room, and the team that needs every person, file, note, invoice, and decision visible before the next call.

Proof points
  • Built around real deal records, not generic tasks
  • Encrypted workspace records, files, notes, and generated documents
  • Checkout, payment events, and invoicing paths wired into the close flow
  • Voice notes, transcripts, DealFlows, contacts, calendars, and pipeline activity in one suite
Simple plan

Open the workspace. Bring in the deal. Move the next action.

01Pick the planChoose Pro, Team, or Enterprise based on how many people work the deal with you.
02Bring in the pipelineStart fresh or import contacts, active deals, email context, files, calendars, and notes.
03Work the next moveUse the workspace to see what needs attention, move stages, send invoices, and close.
Inside a deal record

Everything attached. Nothing lost.

A deal is more than a card on a board. People, process, proof, and close path — together in one place.

People
  • Primary contact
  • Company or account
  • Owner & stakeholders
  • Decision authority
  • Represented client
Process
  • Current stage
  • Stage confidence
  • Next action
  • Due date
  • Blockers & risks
Proof
  • Calls & transcripts
  • Meetings & briefs
  • Voice notes
  • Documents & terms
  • Activity timeline
Close
  • Approvals
  • Signature
  • Invoice & payment
  • Decision record
  • Handoff to delivery
The deal process

From first lead to repeat purchase.

01LeadAd, referral, inbound form, QR, call, email, event, partner, or import — captured with source, owner, and intent.
02QualifyConfirm fit, budget, authority, need, timing, and the reason to invest sales time.
03DiscoverSurface the situation, what's been tried, the wall, the future state, and every stakeholder.
04ScopeAgree offer, price, timeline, decision path, required files, and the due-diligence checklist.
05DesignDraft the proposal, plan, or design. Confirm scope with the represented client.
06CloseLand the verbal yes. Accepted terms. Close summary captured on the record.
07SignContract signed. Invoice fires. Payment routes through the connected provider.
08DeliverOnboarding, milestones, support route, and the relationship owner attached.
09ExpandRenewal, upsell, cross-sell, referral, partner transition, acquire.
What's in the suite

One workspace. Every deal.

Every lead becomes a record.
LEADS · INTAKE · ROUTE
Lead intake
Every lead becomes a record.
Forms, QR links, imports, manual entries — captured with source, urgency, owner, and first next action attached automatically.
  • ·Inbound form + QR submissions
  • ·CSV imports
  • ·Routing by source or geography
  • ·Stale-lead detection
Every touch stays on file.
EMAIL · SMS · VOICE
Contact work
Every touch stays on file.
Calls, messages, voice notes, meetings, documents, and follow-up sequences stay tied to the contact and the deal — for as long as you need.
  • ·Internal & client communication lanes
  • ·Voice notes with auto-transcription
  • ·Meeting invites with ICS attachments
  • ·Follow-up sequence editor
Move the deal to close.
FILES · TERMS · INVOICE
Execution
Move the deal to close.
Track client, internal team, decisions, documents, approvals, invoices, and payment connectors in one record — without leaving the deal.
  • ·Secure deal files
  • ·Due-diligence checklists
  • ·Invoicing with payment payouts
  • ·Watermark + scoped redaction
Use cases

Different deals. One path to close.

AcquisitionKeep buyer, seller, advisors, documents, approvals, meetings, and terms attached to one deal record.
Capital raiseTrack investor contacts, diligence files, commitments, follow-up cadence, and closing timeline in one place.
M&AMove NDA → CIM → IOI → LOI → diligence → SPA → close → 100-day integration with every party visible.
PartnershipMove introductions, stakeholders, commercial terms, documents, and launch steps forward.
LicensingManage rights, counterparties, term sheets, review cycles, signatures, and renewal paths.
High-ticket salesTurn qualified interest into calls, proposals, follow-up, close, delivery, and expansion.
Bring existing deals in

Don't start over.

Most platforms make you abandon what you've built. ADGA brings active pipeline, contacts, files, and notes with you — match on day one.

01CSV export from another CRM
02Manual entry of an existing pipeline
03Email thread or shared inbox
04Calendar history of past meetings
05Document folder for a deal already in motion
06Call transcript from prior conversations
Why ADGA

Deal flow software for people who have to follow through.

Closers, dealmakers, advisors, and operators want the same thing: more qualified opportunities moving cleanly toward close. The problem is that real deals do not live in one clean place. A lead starts in an inbox, the first call creates notes, the diligence folder sits somewhere else, the decision maker changes, the invoice gets handled after the fact, and the next follow-up depends on somebody remembering what happened. ADGA brings the external work, the internal confidence, and the financial close path into one deal management platform. Start by choosing a plan, bring in your existing pipeline or capture new leads, then work every next move from the same workspace. The result is a cleaner pipeline, faster follow-up, clearer handoffs, and fewer deals lost to silence. The alternative is the same scattered process: missed commitments, stale opportunities, delayed payments, and a team that cannot trust what the pipeline says.

Five secrets access

Five Secrets to Not Losing Million-Dollar Deals

Get the private ADGA guide for protecting high-stakes conversations before timing, trust, or follow-up costs you the deal.

  • Confirm the contact, company, role, purpose, and decision position
  • Spot missing owners, next moves, proof, invoices, and close blockers
  • Turn an unclear deal into one assigned next action
FAQ

Common questions.

Who is ADGA for?

Closers, dealmakers, and operators running real deals — capital raisers, M&A advisors, partnership leads, procurement, licensing, high-ticket sales. If money moves and stakes are real, ADGA is the workspace.

Can I bring existing deals over?

Yes. Import from CSV, another CRM, an email thread, calendar history, a document folder, or a call transcript. Contacts, companies, deals, stages, files, and notes come with.

How does pricing work?

Three plans: Pro for the closer running their own book, Team for closers working deals together, Enterprise for organizations with 15+ closers. Monthly or annual (1 month free). Add seats anytime. See the pricing page for the full breakdown.

Where does my data live?

Deal records, documents, voice notes, and generated files are encrypted in transit and at rest. Your workspace is yours, with no shared customer data.

Does the workspace act on its own?

No. Every customer-facing action is prepared and waits for your approval. Drafts of follow-ups, missing-data prompts, suggested next moves, and call summaries all surface in the workspace — you keep the wheel.

Move every deal forward.

Pick a plan, verify your email, and open the workspace built to keep leads, contacts, documents, meetings, and decisions moving toward close.

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