Leads and pipeline
Capture enquiries, move them through sales stages and keep comments with each lead.
Product / Leasing
Keep the tenant, unit and commercial terms together from the first conversation through reservation, contract and every renewal after it.
| Lead ID | Status | Prospect | Preferred viewing time |
|---|---|---|---|
| KH-0412 | B1. New lead | ECEmma Carter+1 415 555 0132 | 18/09/202610:00 |
| KH-0411 | B2. Appointment | NBNoah Bennett+1 415 555 0178 | 17/09/202617:30 |
| KH-0409 | B3. Lead nurturing | OPOlivia Park+1 415 555 0104 | 16/09/202609:15 |
| KH-0405 | B4. Reservation | LTLiam Turner+1 415 555 0166 | 15/09/202614:00 |
What's included
Each stage builds on the one before it, so nobody has to re-enter tenant or unit details along the way.
Capture enquiries, move them through sales stages and keep comments with each lead.
Hold a room, record the deposit and turn the reservation into a contract when the tenant is ready.
Generate contracts, handover records and receipts from your own templates as PDF or Word documents.
Send contracts for signature online. Signers confirm with a one-time code sent by email, and the signed copy is stored with the contract.
Handle extensions, room transfers, handovers and move-outs while keeping the full contract history.
Keep contact details, identity documents, emergency contacts and vehicles with the tenant they belong to.