Real Estate Pipeline Management for Every Deal You Work
One board per type of business, with the stages you actually use and the numbers that tell you what the month looks like.
See Where Every Deal Stands
The Deals page shows each pipeline as a board. Every column is a stage, every card is a deal, and each card shows the people involved. Move a deal to the next column when it advances. Switch pipelines from the tabs at the top, which also show how many deals each one holds. Monday morning’s question, “what is open and what is stuck,” has an answer on one screen.
Templates for How Real Estate Works
A buyer does not move through the same steps as a listing. Start a pipeline from a template and the stages are already there. Buyer goes from New Lead and Contacted to Qualified Buyer, Showing Scheduled, Offer Made, Under Contract and Closed. Seller covers Listing Appointment, Listing Agreement Signed, Active Listing and Offer Received. Rental tracks Property Showing, Application Submitted and Lease Signed. New Developments adds Presentation / Tour and Reservation / Deposit. Or start from Blank and name the stages yourself.
The Numbers on Every Deal
Each deal carries a Deal Value, a Projected Close Date, the Property Address and the Commission Total. That is enough to know what is likely to close this quarter and what it is worth to you. The CRM dashboard adds it up, with deal statistics and earned commission next to your contact numbers, so you can check your pipeline without opening a spreadsheet.
People, Not Just Addresses
A deal usually involves more than one person: both spouses, a co-buyer, the tenant and the owner. Add several contacts to the same deal and open any of them from the card. From a contact you can see their linked deals, and from a deal you can reach each person’s timeline, including what they searched and saved on your website.
Your Stages, Your Colors, Your Order
Rename a stage, add one, give each a color and reorder the pipeline tabs. Run as many pipelines as you have lines of business: buyers, listings, rentals, pre-construction, property management. A team shares the same boards, so nobody has to ask for a status update.
Frequently Asked Questions
Know What Closes This Month
See the Deals board with the buyer and seller templates.