Seal

The CRM for business brokers that does the follow-up for you.

Seal asks for the missing documents, writes the next email, and flags the seller who's gone quiet.

More of your day goes to getting buyers and sellers ready to sign.
That's the part only you can do.

Painted harbour with moored boats and seals on the dock
FOLLOW-UP READY4:12 AM
Cobb County Plumbing: third ask for tax return
Written in your voice
Waiting for you to send

Day to day

Your Tuesday, before and after Seal.

BEFORE

Asking a seller for the tax return a third time

Digging through tax returns to find one number

Writing the teaser and CIM by hand

Rebuilding your buyer book from your inbox

WITH SEAL

The third ask is written and waiting for you

The number is on screen, with the page it came from

The teaser and CIM are written and ready to edit

Every buyer who emails is already in your book

Permissions

You decide how much Seal can do.

Watch

Flags what needs your attention across email, calendar, and documents.

Dale Whitfield, no reply in 11 days, flagged

Write

Writes the follow-up. You read it, change what you want, and send it.

Third ask for the Cobb County tax return, written

Send

Sends follow-ups and reminders on its own, on the schedule you set.

NDA reminder to a Ridgeline buyer, sent

Answer and schedule

Answers buyer questions by email and books calls on your calendar.

Northstar buyer, question answered, call booked

  1. 1

    Watch

    Flags what needs your attention across email, calendar, and documents.

    Dale Whitfield, no reply in 11 days, flagged

  2. 2

    Write

    Writes the follow-up. You read it, change what you want, and send it.

    Third ask for the Cobb County tax return, written

  3. 3

    Send

    Sends follow-ups and reminders on its own, on the schedule you set.

    NDA reminder to a Ridgeline buyer, sent

  4. 4

    Answer and schedule

    Answers buyer questions by email and books calls on your calendar.

    Northstar buyer, question answered, call booked

Around the clock

What Seal did today.

Seal works every deal in your book and keeps a record of everything it does.

Every number shows the page it came from. If a document is missing, Seal asks for it.

Follow-ups are written in your voice, from emails you've already sent.

When a buyer or seller replies, the email lands on the deal. You don't type notes or copy anything over.

Tuesday
4:12 AM
Follow-up writtenNeeds you

Cobb County Plumbing. Third time asking for the tax return.

9:40 AM
Seller gone quietFlagged

Dale Whitfield at Northstar HVAC. No reply in 11 days, 18 buyers waiting.

1:02 PM
Net income checked against the tax returnMatches

Beacon Specialty Foods. $624,100, 2025 tax return, Form 1120-S, line 21.

4:15 PM
Second NDA reminder sentSent

Ridgeline Landscaping. NDA still unsigned. Sent on the schedule you set.

Sample data.

Your listings

Every listing, as a board, a list, or a calendar.

Listings6
Listing signed1
Cobb County Plumbing$1.1M askSDE $404K1 doc missing
On the market3
Beacon Specialty Foods$2.7M askSDE $912K15 buyers
Northstar HVAC$1.9M askSDE $626K18 buyers
Ridgeline Landscaping$1.0M askSDE $388K11 buyers
Under LOI1
Gwinnett Electric$1.6M askSDE $558KNeeds you
Closed1
Harbor Auto Body$712K closedSDE $301K
LISTINGSTAGEASKSDEBUYERSLAST ACTIVITY
Cobb County PlumbingListing signed$1.1M$404K1 doc missing0Third ask for the 2025 return, 4:12 AM
Beacon Specialty FoodsOn the market$2.7M$912K1 doc missing15Net income checked against the tax return, 1:02 PM
Northstar HVACOn the market$1.9M$626K18Dale Whitfield, no reply in 11 daysFlagged
Ridgeline LandscapingOn the market$1.0M$388K11NDA reminder sent, 4:15 PM
Gwinnett ElectricUnder LOI$1.6M$558K8LOI signed September 3Needs you
Harbor Auto BodyClosed$750K$301K1Closed August 14 at $712K
September 7 to 11
MON7

Labor Day

TUE8

8:30 AM

Buyer meeting

Beacon Specialty Foods

11:00 AM

Seller check-in

Cobb County Plumbing

4:00 PM

Diligence kickoff

Gwinnett Electric

WED9

10:00 AM

Buyer call

Northstar HVAC

2:30 PM

Buyer tour

Ridgeline Landscaping

THU10

9:30 AM

Second buyer meeting

Ridgeline Landscaping

1:00 PM

Post-close check-in

Harbor Auto Body

FRI11

9:00 AM

Call with Dale Whitfield

Northstar HVAC

11:00 AM

Diligence call with seller

Gwinnett Electric

Listing signed1
Cobb County Plumbing$1.1M ask
On the market3
Beacon Specialty Foods$2.7M ask
Northstar HVAC$1.9M ask
Ridgeline Landscaping$1.0M ask
Under LOI1
Gwinnett Electric$1.6M ask
Closed1
Harbor Auto Body$712K closed
Beacon Specialty Foods$2.7M

On the market: Net income checked against the tax return, 1:02 PM

Northstar HVAC$1.9M

On the market: Dale Whitfield, no reply in 11 days

Flagged
Ridgeline Landscaping$1.0M

On the market: NDA reminder sent, 4:15 PM

Gwinnett Electric$1.6M

Under LOI: LOI signed September 3

Needs you
September 7 to 11

TUE 8

8:30 AM

Buyer meeting

Beacon Specialty Foods

11:00 AM

Seller check-in

Cobb County Plumbing

4:00 PM

Diligence kickoff

Gwinnett Electric

WED 9

10:00 AM

Buyer call

Northstar HVAC

Sample data.

What's inside

The CRM, the documents, and the data room.

CRM

Every buyer, seller, and listing in one place. Seal reads your inbox and does the follow-up.

See the CRM →

Documents

Drop in tax returns and P&Ls. Seal writes the teaser and CIM in your voice, with every number tied to the page it came from.

See Documents →

Data room

Buyers get the documents you release, in the order you set. Seal answers their questions from what's in the room.

See the data room →

Close more deals. Get your evenings back.

Design partner spots are $49 per broker per month for as long as you stay.
The trial is 30 days, no card, and starts once your book is in and your inbox is connected.