The Platform & Tech Team Behind Real Estate Investors and Coaches Who Are Scaling to Multiple 7 Figures
The platform, AI, and fractional tech team that unlocks revenue, automates your operations, and gives you the intelligence to operate like a CEO — so you can take your business to the next level. Guaranteed to pay for itself in 90 days.
You're Already Closing Deals. But Your Business Still Runs Through You.
Sound familiar? You've got revenue, you've got a team, but growth feels heavier instead of easier.
No Visibility
You can't see what's happening across your pipeline without diving into the details. Decisions are based on intuition instead of data.
No Leverage
You have too many tools that aren't integrated well. They add time and complexity instead of removing it. Your team can't make informed decisions on their own because the data isn't in front of them.
No Scale
Every new deal, every new market, every new hire needs you in the middle of it. Growth creates more complexity instead of more freedom.
Real Operators.
Real Results.
$1M+ In Deals — 30% Revenue Growth - "The automations and oversight are night and day compared to what we had before. We can accomplish more outreach, our KPIs are data-driven instead of manual, and I've got full visibility into what's actually happening in the business."
3x Revenue in 12 Months, Zero New Hire - "We grew our email list from zero to 14,000 people. The personalized approach and ability to refine it every single week—that's why we stay with Open DealFlow."
30–40 Min of Daily Manual Work — Eliminated - "The support has been phenomenal—whether it's a ticket or text message, the response is fast. Before I was spending 30-40 minutes each time doing manual tasks. Now Daniyal and the team automated it for me. That's hours saved every single day, and I didn't have to figure it out myself."
7 Deals in First 2 Months, 7 Counties - "We got seven deals in the first few weeks after signing up. With flips going across seven different counties—from St. Augustine to Jacksonville down to Miami-Dade—Amna and Daniyal got our system set up quickly so we could start closing deals fast. Now we're growing and opening additional lines of revenue instead of getting bogged down on the tech."
Automation That Recovers Lost Deals Automatically - “Open DealFlow’s automation is the backbone of my follow-up process. Since using this CRM's workflows, I’ve been able to maintain consistent deal flow because the system keeps nurturing leads automatically and they often convert after several touches, and these workflows make sure nothing gets missed.”
10x Time Leverage — Now Has a Fractional Tech Team - "I am a visionary through and through, and I needed doers. I could 10x my time with the right support. Amna and Daniyal are truly the reason why I stayed—they partnered with me, showed me what's possible, and became my fractional tech team so I could focus on my kids and my business instead of learning systems"
KPIs Now Drive Every Decision — Problems Solved in 30 Seconds - "Having access to the team is gold. I come to them with a problem and in 30 seconds, it's solved. You guys are so smart. With the right support and the right data, you can scale consistently instead of guessing what's working."
$20K–$30K Deal Under Contract in 2 Weeks — From Leads He'd Written Off - "We ran the cold outreach agent on 1,700 contacts. 62% response rate. Already have a deal under contract for $20K–$30K in profit, and 15+ more leads warming up — all in the first two weeks. This is from leads that were sitting there doing nothing."
Guided Support While We Scale - “Daniyal and the team have been awesome to work with. Daniyal, Musadiq, Amna, and Ghous have all been great. They’re responsive, supportive, and always available when we need help as we learn and grow with the system.”
Near Six Figures Recovered From Follow-Up Workflows - “We left Salesforce because it was expensive and everything cost extra. With Open DealFlow, the automations and versatility are next level — I’ve pulled almost six figures in revenue from inbound leads that came back because the workflows kept following up.."
3 Ways Owners Are Scaling to Multiple 7 Figures
Step 1: Unlock Revenue From Leads You Already Have
- AI agents follow up via voice, SMS, and email — warm and cold
- Cold lead reactivation pulls deals from pipeline you've already written off
- One customer recovered $60K in closed revenue — zero new marketing spend
- Another found a $20K–$30K deal in just 2 weeks from 1,700 contacts he'd written off
Step 2: Run Your Business With Data and Intelligence
- Executive dashboards give you full visibility into every deal, dollar, and rep
- Know your conversion rate at every stage — and exactly where to improve
- A 10% improvement at each step compounds into 60%+ more revenue
Step 3: Leverage a Fractional Tech Team
- We build, configure, and maintain your systems — you never touch the tech
- AI Chief of Staff with custom skills automates tasks and processes
- One coaching client tripled her revenue in a year — she never learned the software
Most operators see ROI in the first 30 days. Guaranteed in 90.
Real Proof — Real Numbers
$20K–$30K
- deal under contract in 2 weeks from 1,700 cold contacts. 62% response rate. His annual subscription: $3,000. The system paid for itself in 14 days.
$60k
- closed from cold lead reactivation in one year. Zero new marketing spend.
3x
- business growth in one year for a coaching client with zero technical resources.
$1.6 Million
- in revenue, growing 30% year-over-year using our dashboards and AI agents.
500+ Hours
- saved per year, worth $100K+ in opportunity cost.
Day 1
- AI agent booked 2 qualified appointments on first activation.
A $3,000/year system that found $40,000–$60,000 in expected revenue in two weeks.
That's not a promise — that's what happened.
Other CRMs Sell You a Tool. We Give You a Team.
This is not a CRM. This is an operating system for your business.
Salesforce, Podio, and generic GHL platforms give you software — and then leave you to figure out the rest. Open DealFlow is different. We become your fractional tech team: building your systems, automating your operations, and giving you the intelligence to make data-driven decisions.
Built for Operators Already Closing Deals
✅ THIS IS FOR YOU IF:
You're doing $50K+/month and ready to scale
You have a team (or are scaling to one)
You want a tech team, not another tool to learn
Your systems don't talk to each other and growth is creating more complexity instead of more freedom
You want a platform built for your market — not another generic tool you have to customize yourself
❌ THIS ISN'T FOR YOU IF:
You're a solo operator just getting started
You need coaching on how to close deals
You want DIY software you configure yourself
You're looking for the cheapest CRM on the market
You'd rather figure it out than have a team do it for you
Built for Operators Already Closing Deals
✅ THIS IS FOR YOU IF:
You're doing $50K+/month and ready to scale
You have a team (or are scaling to one)
You want a tech team, not another tool to learn
You're spending 10+ hours/week on manual follow-up
You value expert support over cheap software
❌ THIS ISN'T FOR YOU IF:
You're a solo operator just getting started
You need coaching on how to close deals
You want DIY software you configure yourself
You're looking for the cheapest CRM on the market
You'd rather figure it out than have a team do it for you
Why Now?
The Owners Who Move First Will Pull Ahead
Your competitors are already deploying AI agents and automation. They're responding to leads faster, following up more consistently, and closing deals you'll never even know you lost.
We only take on 5 new clients per month. That's not artificial scarcity — that's capacity. We build, configure, and manage everything for each client, and we refuse to take on more than we can execute well.
Pricing
Accelerate
Turns the Leads You Already Have Into Booked Deals — in the Next 90 Days. With Free CRM Hosting
Total Stack Value: $16,600+/year
Your Investment:
$5,000 / year
Guaranteed to pay for itself in 90 days, or it's free until it does.
CRM — Free CRM Hosted
Bring your own GHL based CRM, or we can provide a fully functioning CRM for you.
CRM replaces tools like MailChimp, CallRail, ClickFunnels, DocuSign, and more — most operators save $300–$500/month in tools they're already paying for.
AI Agents & Intelligence
Revenue Generating AI Agents — Warm lead follow-up and cold lead reactivation. Gets you more revenue from the leads you already have.
More Revenue From Your Leads — Our Revenue Agents contact, qualify, and reactivate leads automatically — turning a your CRM database into booked appointments without a dollar of additional marketing.
Pulse Portal — Your Executive Command Center
Revenue Agent Control Center — Monitor, manage, and configure your AI agents from one place — so you stay in control.
Expert Services & Support
90-Day Revenue Acceleration Program — Building, improving, and managing your systems so you never have to hire a developer or figure out the tech yourself.
White-Glove Onboarding — Sessions with your CSM to import or create your CRM and set up the 2 Revenue Agents — live in days, not weeks or months
Customer Success Manager — Six bi-weekly 30-minute check-ins over 90 days. Performance review, agent tuning, troubleshooting. Your CSM is focused on getting you results.
Direct ClickUp Channel — Reach your CSM anytime — no waiting in a queue.
Expert Technical Support — Fast, responsive support from a team that actually solves your problems. Our customers consistently say it's the best support they've ever had.
2x Weekly Office Hours — Drop in with questions, get answers, keep moving — so you're never stuck waiting.
90-Day Payback Guarantee — Guaranteed to pay for itself in 90 days, or it's free until it does.
Scale
Unlocks revenue, automates critical business functions, and gives you the intelligence to make data-driven decisions as an owner.
Total Stack Value: $26,000+/year
Your Investment:
$10,000 / year
Guaranteed to pay for itself in 90 days, or it's free until it does.
Features | Everything in Accelerate, plus:
CRM — Your Business Foundation
Full-featured CRM replacing tools like MailChimp, CallRail, ClickFunnels, DocuSign, and more — most operators save $300–$500/month in tools they're already paying for
Custom CRM solution built and customizable for your business — Real Estate Investors or Coaches — with pre-built pipelines, tags, funnels, automation, templates and more.
AI Agents & Intelligence
Revenue Generating AI Agents — Warm lead follow-up and cold lead reactivation. Gets you more revenue from the leads you already have.
Multi-Channel AI — Realistic voice AI, SMS, and email. Responds to inbound texts, qualifies leads, and books meetings so your team only talks to qualified prospects.
AI Chief of Staff — Your intelligent assistant built on YOUR data. Generate detailed reports on your business performance with analysis and recommendations. Research markets and information on the web. Automate manual processes and tasks in your business.
Custom Skills for Your Chief — Skills are how you teach Chief to do specific jobs in your business — automate a workflow, generate a report, analyze your pipeline, or handle a repeatable task. We build custom skills for your operation. You can also import pre-built skills from our library or the web, or describe what you need and have the AI create them for you.
Intelligence on YOUR Data, YOUR Business — Lead scoring based on behavior and conversation history, deliverability insights and recommendations, and performance analysis that tells you what's working and where to improve.
Pulse Portal — Your Executive Command Center
Executive Dashboard — Full visibility into every deal, dollar, and rep's activity in real time — so you can operate your business like a true owner and CEO.
Marketing Dashboard — Lead source reporting and analysis, email stats showing who clicked and who your hot leads are — so you know exactly what's working and where to invest.
Deliverability Dashboard — SMS, email, and call deliverability tracking with AI-powered analysis and recommendations — so more of your messages actually reach your leads.
AI Agent & Chief of Staff Control Center — Monitor, manage, and configure your AI agents and Chief of Staff from one place — so you stay in control without doing the work yourself.
AI Chat — Talk to your Chief of Staff directly inside the Portal — query your data, get reports, and take action all in one conversation.
Fully integrated with your CRM data, communications, pipeline, and contact history.
Expert Services & Support
Fractional Tech Team — 100 hours of dedicated tech work — Building, improving, and managing your systems so you never have to hire a developer or figure out the tech yourself.
Expert Technical Support — Fast, responsive support from a team that actually solves your problems. Our customers consistently say it's the best support they've ever had.
Customer Success Manager — Quarterly success checkpoints to make sure the platform is producing results — so you always know what's working and what to optimize next
2x Weekly Office Hours — Drop in with questions, get answers, keep moving — so you're never stuck waiting.
2 Dedicated Training Sessions — Get your team up to speed fast — so adoption happens in days, not months.
90-Day Payback Guarantee — Guaranteed to pay for itself in 90 days, or it's free until it does.
Enterprise
Gives you the leverage and scale to operate like a CEO — with an AI workforce and operational infrastructure to grow to multiple millions.
Total Stack Value: $59,000+/year
Your Investment:
$15,000 / year
Guaranteed to pay for itself in 90 days, or it's free until it does.
Features | Everything in Scale, plus:
AI Agents & Intelligence (Enterprise Adds)
AI Workforce — Your Chief of Staff upgrades to a full AI workforce with agents that handle entire job flows — not just follow-up, but qualification, task execution, and business process actions — so the routine work gets done autonomously for you or your team.
All agents custom-configured to your workflows, markets, and scripts — so the system works exactly the way your business operates, and learns even more over time.
Self-Improving Agents — The system analyzes its own call / sms transcripts and optimizes its outreach automatically — so your agents get better every week without you touching them.
Custom Enterprise Skills — Advanced skills that automate CEO-level work:
Daily Owner's Brief — The most important thing you need to know when you start your day.
Weekly Owner's Report — A comprehensive intelligence briefing on what changed, what's working, and what needs attention.
Agents learn to create custom follow-up messages matched to your team's voice and process.
Strategic Intelligence & Benchmarks — See how your numbers compare to other operators at your level. Spend recommendations and warnings when something's slipping — so you catch problems before they cost you money.
Pulse Portal — Your Executive Command Center (Enterprise Adds)
Disposition Workflow (Built for Real Estate Investors) — A complete deal management system from contract to close:
Property & Seller Management — Map every property, seller, and deal in one place — so nothing falls through the cracks as your deal volume scales.
Buyer Database & Matching — Identify and match qualified buyers to properties automatically — so the right buyers see the right deals instantly.
Marketing Broadcasts — Send targeted marketing to your buyer list with one click — so your properties get maximum exposure without manual outreach.
Offer Management — Accept, compare, and select winning offers in one view — so you close faster with full visibility into every option on the table.
Revenue Forecasting — Forecast revenue timing based on deal size and estimated close dates — so you always know what's coming in and when.
Events Tracking (Built for Coaches) — Define events like webinars and live sessions, track registrations, attendees, and revenue outcomes against marketing spend — so you know the exact ROI on every event you run.
Customer Success System (Built for Coaches) — A complete system for managing client outcomes at scale:
Client Journey Management — Define your customer journey stages and meeting cadence — so every client follows a proven path to success.
CSM Accountability — Track that your team is holding meetings on schedule and following the process — so no client falls through the cracks.
Health Scoring — Automated client health scores that surface at-risk accounts before they churn — so you save relationships before it's too late.
Automated Alerts & Tasks — Triggers fire automatically when health scores drop or process steps are overdue — so problems get addressed without you monitoring manually.
Client Progress & KPIs — Track the metrics that measure your clients' actual success — so you have proof your program works, not just testimonials.
Expert Services & Support (Enterprise Adds)
Your Fractional Tech Team:
Fractional Tech Team — 300 hours of dedicated tech work — Three times the Growth capacity — so your systems scale as fast as your business does and you never outgrow your infrastructure.
Expert Technical Support — Fast, responsive support with a dedicated premium channel — so you get answers in minutes, not hours.
Dedicated CSM — Monthly success checkpoints — Not just quarterly — so nothing slips through the cracks as you scale.
Fractional CTO — Monthly strategy sessions with Jason — Strategic analysis of how to leverage tech and AI for maximum impact in your operation — so you're building toward an exit, not just running operations.
Custom & 3rd Party Integrations — As your fractional tech team we build and enable integrations with your other tools and apps — so your systems talk to each other without you hiring contractors or spending time working out tech integrations.
We Configure and Maintain Everything — Our tech team configures and maintains your dashboards, pipelines, and reports — you never have to get bogged down in your tech, and we regularly build and release enhancements.
90-Day Payback Guarantee — Guaranteed to pay for itself in 90 days, or it's free until it does.
Pricing
Foundation
For operators doing 3–5 deals/month who are ready to stop doing everything manually
Features
CRM (GoHighLevel)
Full-featured CRM replacing MailChimp, CallRail, ClickFunnels, DocuSign, WordPress, and more
Most operators save $300–$500/month in tools they're already paying for
Pre-built pipelines for Prospecting, Acquisition, and Disposition
OmniDrip - Pre-built long-term text + email drip sequences built specifically for real estate investors. Set it up once, it works forever.
Pipeline Sync - Update a contact, your pipeline moves automatically. One click keeps your entire operation in sync, saving your team time.
Phone and Email Rotation - Automatically cycles through every contact method so no lead goes unreached due to a bad number or dead inbox.
AI Agents
New Lead Follow-Up Agent (outbound SMS + email — responds to new leads automatically)
Pulse Portal
Dashboard showing your leads, deals, and pipeline health
See which marketing sources are bringing in leads
Scout Foundation - Your AI business assistant that takes work off your plate - see below
Scout Intelligence - Access to Scout AI Assistant
AI chat assistant that looks up contacts, moves deals, and sends messages
Scout learns how you work and remembers your preferences
Services
Customer Success Manager
2x weekly office hours
Ticket-based support (24-hour response time)
90-Day First Deal Guarantee
Total Stack Value: $12,000+/year
Your Investment:
$5,000 / year
Guaranteed to pay for itself in 90 days, or it's free until it does.
Growth
For scaling teams who want a fractional ops partner running their tech — not another tool to figure out
Features | Everything in Foundation, plus:
AI Agents
Voice AI Agent (inbound — answers seller calls 24/7, qualifies, and routes to your team)
Cold Lead Reactivation Agent (automatically works dead pipeline and pulls deals back)
AI SMS Chatbot (handles inbound lead qualification on your website so your team only talks to hot prospects)
Pulse Portal
Your real-time command center for every deal, dollar, and decision in your business.
Full source-level ROI tracking (cost per lead, cost per deal by source)
Disposition workflow — from property under contract through final close
Scout Growth - Proactively surfaces what needs your attention and takes work off your plate - see below
Scout Intelligence - Scout watches your business and tells you what's happening
Every lead gets a readiness score based on their behavior
Leads labeled by mental stage (curious, exploring, ready to act)
Hot Leads list showing who to call first
Weekly email with your top 3 numbers vs. last week
Scout reads your seller conversations and call transcripts
Lead scores get dramatically more accurate because Scout knows what sellers said
Scout writes your follow-up texts automatically — referencing what the seller actually told you
Services
2 hours/week of dedicated fractional tech time
Monthly fractional tech ops session
Quarterly business optimization meeting with your CSM
2 dedicated training sessions
Priority support (4-hour response time)
90-Day First Deal Guarantee
Total Stack Value: $22,000+/year
Your Investment:
$10,000 / year
Guaranteed to pay for itself in 90 days, or it's free until it does.
Enterprise
You focus on vision and growth. We run everything technical. It’s not just support, you get a Fractional CTO and tech team.
Features | Everything in Growth, plus:
AI Agents
Outbound Voice AI — automated prospecting and follow-up calls at scale
All agents custom-configured to your workflows, markets, and scripts
Pulse Portal
Different dashboard views for different team members (owner, closers, dispo manager)
ODF builds and maintains your dashboards, pipelines, and reports — you never touch config
Scout Enterprise - Your AI chief of staff — monitors every conversation, spots trends, pre-stages your next move, and keeps your entire operation running at the speed of growth - see below
Scout Intelligence - Scout runs your intelligence operation
Scout tells you the most important thing you need to know when you log in
Full weekly intelligence briefing with what changed, what's working, and what to do about it
Spend recommendations
Warnings when something's slipping
See how your numbers compare to other operators your size
Offer recommendations based on what's worked across the network
Recommended next step on every lead
Scout customized to your team's voice and process
Custom follow-up message styles
Services
Dedicated CSM who knows your business
6 hours/week of dedicated fractional tech time
Weekly fractional tech ops session
Monthly business optimization meeting with your CSM
Quarterly fractional CTO meeting and review with Jason — strategic analysis of how to leverage the tech and AI for maximum impact in your operation
All custom integrations (VAPI, Blue Message, custom APIs) built and maintained by ODF
Premium Support — dedicated channel to chat directly with our team
Total Stack Value: $32,000+/year
Your Investment:
$15,000 / year
Guaranteed to pay for itself in 90 days, or it's free until it does.
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