Strongest for real estate

See where every deal stands and what to do next.

Pipeline stages, owners, lead sources and next actions on one board, so you can see where every deal stands.

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Sample pipelineAppointment booked

Contacted1

Sample C

Source: Mailer

Stage: Contacted
Owner: you

Scheduled1

Sample D

Source: Web form

Stages, owners and sources stay on the record. Sample data.

In Ops, real estate

Ops adds the property numbers to each card

Same stages and owners, plus the property, the offer and the next action. You move the card when the offer goes out.

Ops, Deal PipelineSample deals

Saved views

Needs offer2Offers out1Offer sent

Analysis2

Sample property A

Source: Mailer

Next: Prepare offer

Sample property C

Source: Web form

Next: Confirm repairs

Offer sent1

Sample property D

Source: Referral

Next: Follow up

Stages, sample saved views and a link to the CRM opportunity. Sample data.

  • Deal Pipeline

    Saved views and a link to the CRM pipeline, with property and deal data beside the stages.

    Live

  • Weighted revenue forecast

    Not available. You see counts and values by stage.

    In development

  • Automatic stall alerts

    Not promised today. Sort, filter, tasks and reminders help you find deals that have stalled.

    Not built
Common questions
Can I use more than one pipeline?

Yes. You can keep separate pipelines, for example one for acquisitions and one for dispositions. Ask on a demo about limits.

Does the pipeline forecast revenue?

Not as a weighted forecast. You can see counts and values by stage. Forecasting and advanced KPI analytics are in development.

Does it flag stalled deals?

You can sort and filter to find records that have not moved, and set up tasks and reminders. Automatic stall alerts are not something we promise today.

Set the stages your way, or we can set them up with you.