Deals
Track every transaction from first lead to closed deal. Visual kanban pipelines, drag-and-drop stages, multiple pipelines per workflow (buyer, seller, rental), commission splits, contacts, documents, and notes — all in one place.
What are Deals?
A deal is one transaction you're working on — a buyer client, a seller listing, a rental, or any opportunity moving through stages. The Deals board is a visual kanban where each card is a deal and each column is a stage in your sales process.
Multiple pipelines coexist. You can run separate boards for Buyers, Sellers, Rentals, New Developments, and Property Management — each with its own stages — and switch between them from the top tabs.
Open the Deals board
From the dashboard sidebar → CRM → Deals.
Add a deal
Click Add Deal in the top bar → fill the form → drop it in the right stage.
The Deals Board
The board is a kanban: columns are stages, cards are deals. Drag a card from one column to another to move the deal along your process. Drag a column header left or right to reorder stages.
Top-bar buttons:
Add Deal
Create a new deal in the current pipeline.
Add New Pipeline
Spin up another board (e.g., a Sellers board next to your Buyers board).
Edit Pipeline
Rename or modify the current pipeline.
Delete Pipeline
Remove the current pipeline. Cannot be undone.
Each deal card on the board shows the price, the property address (with a small map preview), the projected close date, and avatars of the linked contacts.
Pipelines
A pipeline is a board with its own set of stages. You can create as many as you need — most agents run at least Buyers and Sellers as separate pipelines. Switch between them using the tabs at the top of the Deals page.
Starting templates
When you click Add New Pipeline, you can pick from six templates that come pre-loaded with sensible default stages:
Buyer
7 stages from New Lead through Closed.
Seller
9 stages tailored to a listing's life cycle.
Rental
7 stages for rental tenant placement.
New Development
7 stages for pre-construction sales.
Property Management
7 stages for ongoing tenant + owner workflows.
Blank
Start empty and define your own stages from scratch.
Adding a Deal
Click "Add Deal"
In the top bar of the Deals board.
Fill in the deal form
You'll see the following fields:
- Deal Name (required) — a short label like "Smith - 123 Oak St".
- Deal Price — the transaction amount.
- Property Address — supports Google Maps lookup; the card shows a mini map.
- Projected Close Date — when you expect this deal to close.
- Commission Total — total commission amount.
- Commission Splits — break the commission into agent/team portions.
- Stage — which column the deal lands in (defaults to first stage).
Save
The deal appears as a card in its stage. Drag it across columns as the deal progresses.
For real estate agents: create the deal the moment you open a buyer agreement or sign a listing. Even a quick 30-second entry saves you from forgetting it later.
The Deal Sheet
Click any deal card and a side sheet opens with everything about that deal, organized into four tabs:
Overview
Deal Value, Projected Close Date, Property Address, Commission Total. Edit any field inline.
Contacts
Add or remove the buyer, seller, co-agent, or any other person tied to this deal. Their avatars show on the card.
Documents
Upload contracts, disclosures, IDs, photos. Files are stored securely (S3) and viewable by your team.
Notes
Quick activity log. Drop notes after each call, showing, or follow-up.
Customizing Stages
Each pipeline has its own columns (stages). Click the ⋯ menu on any column header to manage it:
- Edit Stage — rename the column and pick a color.
- Add Deal — create a deal directly in this stage.
- Move Stage Left / Right — reorder where the column sits.
- Mark as closed — flag the stage as closed (counts as won/lost in reporting).
- Delete Stage — remove the column. Move its deals out first.
Deal Status: Open, Won, Lost
Each deal has one of three statuses. Set it from the deal sheet:
Open
Deal is in progress. Default state. Drag freely between stages.
Won
Deal closed successfully. Closed timestamp recorded.
Lost
Deal fell through. Add a Closed Reason so you can spot patterns later.
Why mark Lost (not just delete)? The reasons add up. After a few months you'll see whether you're losing deals to price, to other agents, to financing, or to timing — and you can adjust your approach.
Commission Splits
Every deal can carry a commission breakdown:
- Total Commission — the full commission amount on the deal.
- Splits — one or more rows of
{ type: "agent" | "team", value: <amount> }.
Use splits to record agent payouts, team overrides, or referral fees. Numbers stay attached to the deal so when it's closed you have a clean record.
Quick win: even if you don't track splits, fill in Commission Total. At the end of the year, summing closed-won deals gives you an honest revenue view.
Contacts on a Deal
A deal can have one or many contacts attached — buyer, seller, co-agent, attorney, lender. Add them from the Contacts tab in the deal sheet.
Why it matters:
- Contact avatars appear on the card so you remember who's involved at a glance.
- Opening a contact later shows every deal they're tied to.
- One contact can be on multiple deals (a repeat client).
Quick Reference
- Open the board — Sidebar → CRM → Deals
- Switch pipelines — tabs at the top of the Deals page
- Create a deal — Add Deal in the top bar
- Move a deal — drag the card between columns
- Reorder stages — drag a column header left/right
- Edit a stage — column ⋯ → Edit Stage
- Mark stage as closed — column ⋯ → Mark as closed
- New pipeline — Add New Pipeline in the top bar
- Edit deal status — open the deal → Open / Won / Lost
- Add a contact — deal sheet → Contacts tab → Add Contact
- Upload a document — deal sheet → Documents tab
- Add a note — deal sheet → Notes tab