Pipeline & deals
A pipeline that truly reflects your deals
Quote sent, pricing in progress, signature pending, work scheduled: your stages carry your own names, not a generic sales tool’s. The pipeline updates as exchanges happen.
Stages in your image
Stages are designed for your trade: client survey, draft design, tender, permit filing… or simply “to price”.
Nothing sleeps
A deal with no new exchange for X days automatically surfaces — in the CRM and in your inbox.
Pipeline numbers
Amounts, probabilities, deadlines: the pipeline total is computed, not hand-estimated.
One-gesture follow-up
From the record or the email, the follow-up comes pre-loaded with context: last exchange, attachment, promise made.
Frequently asked questions
Yes. A firm can track consulting engagements on one side and prospects on the other, each with its own stages.
It connects to it: dated stages (job site, appointment, deadline) feed your calendar.
Go further
You are…
- Estate agencyMandates, viewings, offers: every file moves forward, nothing gets lost.
- Commercial agentProspecting, portfolios, commissions: your book of business, structured and followed up.
- BrokerProspects, insurers, deadlines: every loan or policy file gets completed.
- Consulting firmEngagements, proposals, time spent: the client relationship no longer falls between projects.