Pipeline & Buyers
Sales
Track your entire home sales pipeline from first inquiry to contract signing. Manage leads, monitor deal progress, and keep buyers moving through every stage of their home purchase journey.
Sales Dashboard
Analyze your sales performance with real-time metrics. Monitor active deals, pipeline value, conversion rates, and average time to close. Identify bottlenecks in your sales funnel and track margin guardrails to ensure profitability across all deals.
Sales Insights (Coming Soon)
Visual kanban-style pipeline management. Drag and drop deals between stages, quickly identify stuck opportunities, and keep your entire team aligned on deal status. See weighted pipeline value and aging alerts at a glance.
Sales Pipeline Board (Coming Soon)
Visual kanban-style pipeline management. Drag and drop deals between stages, quickly identify stuck opportunities, and keep your entire team aligned on deal status. See weighted pipeline value and aging alerts at a glance.
Stage Manager (Coming Soon)
Customize your sales stages to match your unique business process. Create builder-specific pipelines for different home types (luxury, spec homes, production builds), configure stage colors, and set up guardrails to enforce best practices.
Additional Capabilities
Model Selection
Help buyers browse and select their dream home from your complete model catalogue. Track their preferences and selections in real time.
Contract Management
Generate, send, and sign contracts digitally. Track contract status, deposits received, and important milestone notifications.
Customer Communication
Keep buyers informed throughout their journey with automated updates, selection reminders, and milestone notifications.
Territory Management
Assign leads by territory or sales rep, track individual and team performance, and ensure no opportunity falls through the cracks.
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