Track which stage each client is at
Every client sits in a pipeline (Off-plan sales, Secondary sales, Leasing) at a stage, from New lead to Won or Lost.
Who it is for
Every planAgency ownerAgency adminAgency realtorIndependent realtor
Where to find it
- Agency dashboard: Clients › Board
- Realtor dashboard: Clients › Board
How to do it
On Clients, switch to Board: a column per stage, a tab per pipeline.
Drag a client to another column, or press Move on their card. On a phone, choose the stage at the top and press Move.
On a client's page, the green button moves them to the next stage; Mark as lost asks why.
Every move is kept in the client's Stage history. A client in one stage too long shows the days in amber.
Or ask Claude
“Move Khalid to EOI submitted, he paid 50k”
With the Key Deal connector, Claude does the same from a sentence. How the connector works
More in Clients
- Add a client and their briefWith a budget, areas, bedrooms and goal, Key Deal shows which listings fit them.
- Add a client's deals: property, value and commissionA deal is one property or unit a client is buying or renting. Each has its own stage, so a client with two deals is followed on both.
- Add your own client fieldsQuestions your team keeps on every client, beside the brief: whether the passport is in, the EOI amount, the next follow-up.
- Fill in a client's details and filter by themYour team's own client fields sit under More details on each client.
- See the pipeline report: value at each stage, conversion and dropsHow many deals and how much sales value or commission sit at each stage, how many went on, and where they dropped out.
- See commission billed against your targetWhat was billed this month, quarter or year against the target, what is still to bill and where an even pace would be today.