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 Pursuits
- 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.