CRM & Pipeline

Convert inquiries into a strong pipeline.

Capture and score leads from all portals. Ensure clarity on ownership to close deals faster.

Leads

Capture leads from every source

Full CRM. Manage leads, contacts, deals, and tasks in one CRM for real estate. Propwise keeps ownership, activity history, and next steps clear for the team.

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Lead Pool

Every lead has a clear path to ownership

View lead ownership and unassigned leads. Agents claim leads while managers monitor.

My Leads for assigned opportunities
Lead Pool for unassigned leads ready to claim
Source, score, budget, language, age, and escalation context

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Routing and Escalation

Route leads before they go cold

Distribute leads by language, source, budget, and priority. Escalation rules keep leads moving.

Language-based routing
High-value lead priority
Availability and capacity rules
Stale lead escalation

Build the pipeline around how your agency actually sells.

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Pipeline

Customize lead and deal stages around how your agency actually sells. Reorder stages, create pipelines, and keep outcomes consistent.

Lead Transfer

Transfer leads with clarity

Transfer leads between agents while keeping commission logic. Define splits and require approval.

Agent and team transfers
Commission kept and transferred
Locked commission splits
Approval workflows

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Contacts

Turn leads into relationships

Convert leads to contacts with history, tasks, notes, and ownership.

Client history
Company records
Tags and ownership
Deals, invoices, and activity

Deals

Close deals and track commissions

Create deals from leads and carry forward ownership, property interest, and commission.

Deal pipelines
Deal value and probability
Expected close dates
Commission splits

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Tasks

Keep follow-ups on track

Create tasks from leads and deals for follow-ups with an owner, priority, and deadline.

Lead and deal tasks
Assignees and due dates
Priority and status tracking
Attachments and custom fields
Email and in-app reminders

Calendar

Turn follow-ups into scheduled action

Manage viewings, calls, reminders, bookings, and team availability from one connected calendar.

Personal and team calendars
Property viewings and client calls
Booking pages
Working hours and availability
Google Calendar and Outlook sync

Start with Propwise. Scale with Pro.

Create your account for free and explore Propwise with limited access. Move to Pro when you’re ready to connect your team, leads, workflows and business operations.

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Start with the essentials