Your CRM just keeps track of your deals.
Seal works them.
Seal reads your inbox, works every deal in your book, and flags anything that needs you.
Your buyer book
Nobody has to fill in a form. Seal reads what buyers sent you.
Seal builds a profile for every buyer you've worked with from emails, documents, and calls.
Sign a listing and the buyers who fit are already there. You can see why each one matched, in their own words, before you pick up the phone.
If something important is missing, you can send a buyer a short form to fill in the rest.
Marcus Feld
Feld Brothers Foods
“We're looking at private label or contract manufacturing, anywhere from Atlanta down to Jacksonville.”
Email, March 4Priya Raghunathan
Copperline Capital
“Management has to stay. I'm not moving to Georgia to run a plant myself.”
Call notes, May 22Tom Boyette
Individual buyer
“Prequalified for about $2.8M, and I'd want the owner around for six months.”
Email, January 17Angela Ruiz
Ruiz Provisions
“We run two co-packing lines in Alabama already and we'd take on the capacity.”
Email, June 9Sample data.
The follow-up
The deals you aren't looking at, Seal is working.
Seal reads your email and calendar all day, every day. Nothing to set up. What needs you gets flagged, and what you've allowed Seal to handle gets handled.
See the permission levels →What Seal read, from your seller on September 8
Good meeting today. Let me sit with the numbers over the weekend and I'll come back to you.
What Seal wrote, from your own sent mail
Waiting on your okayFollowing up on the meeting last Monday. Any questions on the numbers, or shall we find a time this week?
Sample data.
Getting to close
Seal keeps your buyer and your seller up to date.
You see the whole deal.
A buyer sees their own thread and the documents you gave them.
Your seller sees where the sale stands, what you're waiting on from them, and how many buyers are interested without ever seeing a name.
Your listing
Beacon Specialty Foods
Ask
$2.7M
SDE
$912K
Buyers
17
On the market
10 days
Buyers
NDA signed · memorandum opened three times
NDA signed · opened the memorandum, no questions yet
NDA signed eight days ago
Second reminder went out Friday
Waiting on
2026 year-to-date P&L from the seller
Asked three times, last September 9
NDA from Angela Ruiz
Reminder sent Friday, on your schedule
Request the customer contracts
Are the top four accounts under contract · asked September 12
A business you are looking at
Beacon Specialty Foods
Represented by Chattahoochee Business Advisors · you signed the NDA on September 4
Documents you have
Your questions
“How many hours a week does the owner work?”
Answered from the memorandum, September 9
“Are any of the top four accounts under contract?”
With the broker since September 12
Next
Call with the broker
Wednesday September 16, 10:00
Your sale
Beacon Specialty Foods
Buyer interest
17buyers have signed an NDA
Nine have opened the memorandum and seven have asked follow-up questions. Your broker has met two buyers in person.
Your broker keeps the names until the introduction.
Documents from you
2026 year-to-date P&L
Asked September 9
Equipment list
Sent September 5
Sample data.
Your old CRM
Moving your book across is Seal's job, not yours.
You send us the export and we bring your book in, at no charge.
Seal imports from the CRM you have now, and from the spreadsheet a lot of independent advisors actually run on.
HubSpot
Pipedrive
Salesforce
Zoho
Less Annoying CRM
Tupelo
Deal Studio
Excel
Google SheetsWhat Seal can take
How much of that list actually arrives depends on what your old CRM lets you export. Seal shows you exactly what came in, so you can check it against what you had.
Your book exports the same way it came in, whenever you want it.
What your inbox adds
A CRM export brings the names. It doesn't bring the sentence where a buyer told you what they were looking for, because they wrote that in an email, not in a field.
That sentence is what the matching runs on, so connect the whole mailbox rather than the last year of it. An inquiry from 2021 still says what that buyer wanted.
Bring the CRM across for the structure, connect the inbox for the substance, and the fit lists are there on the next listing you sign.
Inside a firm
Everything starts personal. The buyer book can go across the office while listings stay private, or both can be shared; the firm decides.
One record, used everywhere
Change a number once. Seal carries it from then on.
A number lives in one place in Seal, and every document that uses it reads from there. Nothing is left disagreeing with itself three documents later.
How it works →You changed
Seller's discretionary earnings
$887,800→$912,400
Added Legal fees, one time + $24,600
Sample data.