Pipeline management

Sales pipeline management, one clear stage at a time

See every lead on a pipeline built from your own stages, from first enquiry to signed deal. Drag a lead to move it, keep a dated history of every stage, and let Propfusion prompt the next follow-up after every move.

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  • Your own stages
  • Drag-and-drop pipeline
  • A follow-up after every move
Propfusion CRM: Lead pipeline board with New, Contacted, Qualified and Viewing columns and a card for each lead
Propfusion app: Lead page with stage progress, next reminder, assigned agent, response time, classifications and Call and WhatsApp buttons

How it works

A pipeline that matches how your team sells

Pipeline management that keeps the next step in front of every agent.
  1. 01

    Set your stages

    Name and order the stages your brokerage really uses, from new enquiry and viewing to offer and deal.

  2. 02

    Move leads along

    Drag a card on the pipeline, or click a stage on the lead. Each move is saved in the lead’s log.

  3. 03

    Set the next step

    Straight after a move, Propfusion asks for the next follow-up. One tap books it for tomorrow morning.

Know where every deal stands, and what happens next

Stages, the lead log, follow-ups and tasks work together, so nothing waits on someone’s memory.

On the lead

Click the stage, then book the next step

Every lead shows its stages as a numbered bar across the top, from new lead to negotiation and beyond. Click the next stage to move the client along, and Propfusion asks for the next follow-up while the call is still fresh.
  • One-click stage moves from the lead page, with a next follow-up prompt
  • Response time against your target and who saw the new-lead alert, at the top of the page
  • Requirements, follow-ups and notes beside the stage, so the next step is obvious
Propfusion CRM: A lead's page with stage bar, contact details, property requirements, follow-ups and notes

Lead log

Every step of the deal, on the record

The lead log records every change and who made it, in order: each stage move, each edit to the client’s details and each call or WhatsApp tap from the lead. Managers see how long a client has been waiting and where deals stall without asking anyone.
  • Each entry with the person and the exact time
  • Reassigned leads can move to a stage you choose, automatically
  • Response deadlines per stage in your lead distribution plans
Propfusion CRM: Lead logs timeline with viewing, offer, counter-offer and follow-up entries

Follow-ups

Follow-ups that run the day

One agenda shows what is overdue, what is due today and what is coming up, for an agent or the whole team. Search by client, phone or note, mark a follow-up done or move it to another time in a click.
  • Quick notes like “Wants a viewing” or “Sent details on WhatsApp”
  • Reminders arrive as notifications on the web and in the app
  • Bulk follow-ups for a group of selected leads
Propfusion CRM: Follow-ups for all agents with overdue, today, tomorrow and next-7-days counts and overdue cards with notes

For managers

See where the pipeline is falling behind

The follow-up report counts today’s, overdue and upcoming follow-ups, shows the leads behind them by stage and lists each one with its agent, next follow-up, rating and stage. A sales manager can see in a minute which deals have gone quiet.
  • Today’s, overdue, upcoming and all-time totals
  • Leads by stage for the follow-ups in view
  • Filter by agent, or switch between today, upcoming and earlier
Propfusion CRM: Follow-up report with today's, overdue, upcoming and total counts, leads by stage and each lead's next follow-up

Tasks

A board for everything that isn’t a lead

Photos for a new listing, a signed Form A to collect, an advertising permit to renew, an Ejari to register. Tasks live on drag-and-drop boards with their own columns, so the work around each deal moves as visibly as the deal itself.
  • Separate spaces for each team or process, each with its own columns
  • Assignee, due date, priority from low to urgent, and tags
  • Notes and activity on every task
Propfusion CRM: Tasks board with To Do, In Progress, Review and Completed columns and cards with priority, due date and tags

Screens show the Propfusion Demo Realty sample workspace. All people, listings and numbers are fictional.

Also included

More ways to keep the pipeline moving

  • A pipeline per lead type

    Sale, rent and general enquiries each get their own pipeline, with a count on every stage and the same filters as the list.

  • Status beside the stage

    Mark leads active, deal, pool or inactive, and keep leads without a stage in their own column.

  • Agent stage report

    See how many leads each agent moved, between which stages, for any date range, and export it to CSV.

  • A rating beside the stage

    Give each lead a rating from a list your admins set. It shows next to the stage in the follow-up report, so agents work the warmest deals first.

  • Morning brief

    Each morning, agents get their follow-ups due, overdue items, events and new leads, with who to call first.

  • Pipeline in your pocket

    The Propfusion app shows today’s follow-ups and leads, so agents can update a client between viewings.

FAQ

Pipeline management questions

Can we use our own pipeline stages?

Yes. Name and order the stages your brokerage really uses, from new enquiry and viewing to offer and deal. Sale, rent and general enquiries each get their own pipeline, with a count on every stage.

How does a lead move to the next stage?

Drag its card on the pipeline, or click the stage on the lead itself. Every move is saved in the lead log with who made it and when, and Propfusion then asks for the next follow-up.

How do managers see where deals stall?

The lead log shows every step with its time, the agent stage report shows how many leads each agent moved and between which stages for any date range (with CSV export), and the follow-up report shows overdue follow-ups by agent and stage.

Does the pipeline work on the phone?

Yes. The Propfusion app shows today’s follow-ups and leads, and each lead has call, WhatsApp and follow-up actions, so agents can update a client between viewings.

Related features

Put your pipeline where everyone can see it

Set up your stages in minutes and watch your leads fall into place. Start a free trial or book a live demo with our team.

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