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Leads & pipeline

Stages, qualifying, confidence scoring, and follow-ups.

Your pipeline

Every enquiry becomes a lead with a status, an owner and its history, so nothing falls through the cracks. Sales move through deal stages from offer made and offer accepted to memorandum of sale, conveyancing, exchange and completion, with a checklist on each deal.

Lead scoring

Each lead gets a fit score from 0 to 100, built from its budget, timeline, finance readiness, requirements, intent and how easy it is to contact, and banded as strong, promising, developing or weak. A separate warm or cold signal shows whether the lead is still engaging, so negotiators work the best enquiries first.

For the overview, see Estate agent CRM.

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Leads, Pipeline and Lead Scoring Explained | Propily