Running a wholesale pipeline across a spreadsheet, a separate dialer, and a contract template folder creates gaps where deals fall through. Offr AI's CRM keeps the whole lifecycle — lead, research, outreach, contract — in one place.
What it does
- Stores every lead from your buy box searches along with deal analysis, motivation signals, and skip-traced contacts
- Includes a batch dialer to work through call lists efficiently
- Tracks buyer matches from the cash buyer marketplace
- Generates auto-filled contracts with e-sign once terms are agreed
How it works, step by step
- Leads from your search automatically populate the CRM with their analysis and skip-trace data.
- You work leads using the batch dialer, logging call outcomes and notes directly on the record.
- As a deal moves forward, matched cash buyers appear on the same record.
- Once terms are set, generate an auto-filled contract pulling in the property and party details.
- Send for e-sign and track status through to close, all inside the CRM.
Inputs and outputs
| Input | Output |
|---|---|
| Search leads + skip-trace data | Populated CRM records |
| Call activity (batch dialer) | Logged outcomes and follow-up status |
| Agreed deal terms | Auto-filled contract, sent for e-sign |
Accuracy expectations and limits
The CRM is only as useful as the data and notes you keep current in it — auto-filled contract fields pull from your property and lead records, so errors there will carry into the contract draft. Always review auto-filled contracts carefully before sending for signature; the tool speeds up drafting but doesn't replace your own review or, where needed, legal counsel for contract terms specific to your state.
Who it's for
Solo wholesalers and small teams who want lead management, outreach, and contract generation in one connected system instead of juggling a spreadsheet, a separate dialer, and manual contract templates.
The CRM ties together skip tracing, buy-box matching, and property research in the app. See pricing for Platform vs. All-Access plans.