Can I see the pipeline as a board instead of a list?

Both views run over the same data. The board is the drag-and-drop view of your stages. The list is better for filtering, bulk edits and working through a long queue.

What happens to a rep’s deals when they leave?

Records belong to the organisation, not the person. Deals can be reassigned to a new owner, and the full activity trail stays on the record so whoever picks it up can see what has already happened.

Deals, contacts and pipeline management

Custom pipeline stages

A property broker does not sell the way a software team does. You set your own stages, and the board reads left to right in the order your sale actually happens.

Your stagesDefine them once in settings.
Board or listDrag a deal across, or work it from the list.
Clear ownerEvery deal has one, so none sit unclaimed.

Contacts, companies and inventory

A deal, the person behind it, their company and the units they are looking at all link to each other. One click apart, not one spreadsheet tab apart.

ContactsEvery person, with their full history.
CompaniesSee all the deals under one name.
InventoryThe units, projects or products you sell.
Notes and filesThey live on the record, where the team can find them.

Tasks and follow-up reminders

Most lost deals are not lost on price. They are lost because nobody called back on Thursday. Tasks and the calendar are one list here.

Task dashboardSee what the whole team owes this week.
Calendar beside itDay, week and month, tied to the deal.
RemindersCommitments live in the system rather than in someone’s head.

Activity timeline

Every record keeps a timeline of what happened to it. When a rep is on leave — or leaves — the deal history stays.

Visible to the teamNotes and updates are shared by default.
Who did whatChanges are attributed to the person who made them.
Handover in minutesRead one page instead of rebuilding months of context.

Frequently asked questions

Yes. Deals, contacts, companies and items each support CSV upload, and our team helps map your columns during onboarding. You can export back to CSV at any time.