A Kanban-style pipeline built for holiday letting managers. See where every lead stands, log activity, track sources, and know exactly why deals fall through.
Drag-and-drop Kanban board. See every lead at a glance and move them through stages as conversations progress.
Track where leads come from: Google, referrals, social media, estate agents, mailshots. See which channels actually convert.
Log calls, emails, visits, proposals, and contract sends. Assign tasks to team members with deadlines.
Convert a lead to an owner with one click. Property addresses, contact details, and notes carry over automatically.
From first enquiry to signed contract
Create a lead with the owner's details, property addresses, and lead source. Record their situation: new to letting, already with an agent, self-letting, buying.
Drag leads through 6 stages: New Lead, Visit Booked, Visit Complete, Contract Chasing, Contract Signed, or Lapsed. Log every interaction along the way.
Convert signed leads to owners with one click, or record one of 15 lapse reasons so you know exactly why deals fall through and can improve your process.
A clear path through your sales process
A new enquiry comes in. Record the owner's details, property addresses, lead source, and their current situation.
You've made contact and booked a property visit. Log the date and any notes from your conversations.
You've seen the property. Record your assessment and next steps. The conversation moves toward a contract.
The contract has been sent. Track follow-ups, log calls and emails, and keep the deal moving forward.
The owner has signed. Convert the lead to a property owner with one click. All data carries over automatically.
Not every deal closes. Record one of 15 lapse reasons so you can learn from the ones that don't convert.