Track prospective listings with this easy-to-use pipeline tracker
This powerful tool allows you to customize your pipeline in order to prioritize and manage listings in pursuit.
Track the probability, commission and expenses to forecast your earnings in a neat, futuristic stats dashboard that includes:
- Total Pipeline Value
- Total Commission
- Total Prusuits
- Total Pursuits Converted
As you can see from the walk-thru below, you simply add pursuits by inputting the basic property details for potential deals and use CREXi’s CRM to track progress of all of your potential listings.
Easily move prospects by simple drag-and-drop to efficiently structure and identify deals you need to focus on each day as well as predict how much business you’re likely to close in the coming months.
Define and create multiple pipelines, each with relevant deal stages that’s specific to your sales strategy and accurately capture the progress of your deals.
You can change the probability of pursuit by clicking directly on a pursuit’s probability status, found on the bottom right side of the pursuit’s card. This will trigger a dropdown that allows you to change the status of a pursuit without having to open the pursuit drawer. Creating different pipelines for your pursuits allows you to effectively prioritize listings to ensure you’re always connecting with valuable prospects and never missing critical listing dates.
The share function allows you to invite others to view or edit the pipeline and promote collaboration and maintain one central location for your business development funnel.
As always, we welcome your feedback and invite you to share your great ideas with our product team. Feel free to comment or reach out to firstname.lastname@example.org.