Deals and activities

Every deal from first contact to keys

A kanban by stage, the full deal record with contacts, listing and offers, and days in stage on every deal.

A deal record with its stage timeline from New to Close, expected close and days in stage
  • Stages reordered, hidden or added per company
  • New-development and resale deal flows
  • Days in stage on every deal
  • 01A matched buyer ContactListing
  • 02Offers CreateAcceptReject
  • 03Custom fields Financial detailsPer stage
The deals pipeline in kanban view, one column per stage
  • 01Stages NewQualifiedViewingContractClose
  • 02Calendar ViewingsCallsEvents
  • 03Commission RateSplitEstimate
Capabilities
The deals pipeline in kanban view, one column per stage
A deal record with its stage timeline from New to Close, expected close and days in stage

A kanban by stage

Drag a deal to the next stage. Close Lost asks for the reason, and every deal shows its days in stage.

  • Contacts
  • Listing
  • Offers
  • Commission
The deals pipeline in kanban view, one column per stage

The whole deal on one record

Contacts, agent and co-agent, the listing, offers and a dated stage timeline.

The activities list with viewings, calls and events, their status, contacts and linked deals
Today's schedule: viewings at 2:30 PM with Salim Al Hashimi and 5:00 PM with Priya Sharma

One calendar for viewings, calls and events

Every activity linked to its contact, listing and deal. Day, week and month views.

The deals pipeline in kanban view, one column per stage
A deal record with its stage timeline from New to Close, expected close and days in stage

Use cases for Deals and activities

Where this module earns its place in the week.

  • For agents

    Nothing goes quiet

    Days in stage on every deal.

    Explore
  • Team leads

    The team's deals by stage

    The Team view of the dashboard, across everyone on the team.

    Explore
  • Resale

    Offer to contract without the paper chase

    Offers and acceptance on the deal.

    Explore

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