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Real estate pipeline
Stages that match how property is actually sold, from new enquiry to booking.
Sales & site visits
A sales pipeline built around the site visit.
Real estate stages instead of generic ones, from enquiry to booking. Visits are scheduled with reminders for the buyer and the rep, and every call and follow-up sits on the lead.
- Real estate pipeline stages
- Site visit scheduling and reminders
- Dashboards for owners and managers
Sales pipelineSample data
Capabilities
What Sales & Site Visits includes
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Visit scheduling
Schedule a site visit on the lead, with the buyer’s requirement and history beside it.
03
Visit reminders
Reminders go to the buyer and to the staff member meeting them, and a location link goes to the buyer.
04
Call logs
Calls from the mobile app and cloud calling are logged on the lead timeline.
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Follow-ups
Every lead carries its next follow-up, so nothing depends on a rep’s memory.
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Team dashboards
Owner and manager dashboards show leads, visits, bookings and collections.
Pipeline
See every deal, and where it is stuck
The pipeline shows every open deal by stage and project, so you can see where buyers stall between enquiry, visit and booking.
- Leads by stage and project
- Visits scheduled and done
- Bookings by project
Sales pipelineSample data
Managers
Daily numbers without the Sunday-night Excel
Owners and sales heads get a live view of leads, visits, bookings and collections, and reports can be exported when they are needed.
- Dashboards on web and mobile
- Daily assignment digest
- Report exports
DashboardSample data
FAQ
Common questions
Do reps need a laptop?
No. Reps can run their day from the Android and iOS apps: leads, calls, visits and follow-ups.
Are calls recorded?
Calls made through the connected cloud-calling provider are logged on the lead, with the recording where the provider supplies one.
Who gets site visit reminders?
The buyer and the staff member assigned to the visit.
See Sell&Bill on your own projects
A 30-minute walkthrough with our team, using your projects and your sales process. No obligation.