PRODUCT · CRMLead pipeline + follow-ups
CRM
Broker CRM
Lead pipeline + follow-ups
A pipeline CRM set up for how brokers and channel partners sell: buyers, deals, properties, and site visits in one workspace, with follow-ups that run themselves.
Part of our broker crm service.
- DELIVERY
- 1–3 weeks
- TECH STACK
- ReactNestJSPostgreSQLGraphQL
FEATURES
- Kanban pipeline from new lead to booked, with deal value per stage
- Custom records for buyers, developers, properties, and site visits
- Table views with filters, sorting, grouping, and saved favourites
- Workflow automation: auto-assign leads, create tasks, send follow-ups
- Gmail and Outlook email and calendar sync on every contact
- Timeline of calls, emails, notes, and tasks for each buyer
- Roles and permissions for owners, managers, and sales teams
- CSV import, plus REST and GraphQL APIs and webhooks for lead sources
CRMPipelineAutomation
SCREENS
