A kanban by stage
Drag a deal to the next stage. Close Won asks you to confirm. Stalled deals show how long they have been quiet.
Start free Deals and activities
Every deal from first contact to keys
A kanban by stage, the full deal record with contacts, listing, documents and offers, and reminders on deals that go quiet.
- A matched buyer ContactListing
- Offers CreateAcceptReject
- Documents UploadView sheet
- Stages NewQualifiedViewingContractClose
- Calendar ViewingsCallsTasks
- Commission RateSplitEstimate
- Stages renamed and reordered per company, live immediately
- New-development and resale deal flows
- Reminders on deals that go quiet
Capabilities
- Contacts
- Listing
- Offers
- Documents
The whole deal on one record
Contacts, agent and co-agent, the listing, offers, documents and a dated stage timeline.
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One calendar for viewings, calls and tasks
Every activity linked to its contact, listing and deal. Day, week and month views.
Start free Use cases for Deals and activities
Where this module earns its place in the week.