The Problem
One view limits everyone
Different roles need different perspectives on the same pipeline data.
Spreadsheets can't show your pipeline visually
A flat spreadsheet hides the flow of deals. You can't see at a glance which stage is bottlenecked or which agent has too many open leads.
One view doesn't fit all roles
A sales agent wants their own leads in list view. A manager wants the Kanban to see the whole pipeline. Forcing everyone into one view hurts productivity.
No way to filter what matters
When you have 500+ leads, finding the hot ones buried in a flat list takes too long. You need smart filtering and views that surface what needs attention.
What You Get
Three views, infinite clarity
Designed for agents who need speed and managers who need the big picture.
Kanban Board View
Drag and drop leads across deal stages — New, Contacted, Qualified, Proposal, Closed. Instantly see pipeline health.
List View
Compact table view with sortable columns — perfect for agents who prefer speed over visualisation.
Pipeline View
Revenue-weighted pipeline showing total deal value at each stage — essential for forecasting.
Smart Filters
Filter by source, agent, stage, date, tag, or custom field. Save your favourite filters for one-click access.
Drag & Drop Stage Updates
Move a lead to the next stage simply by dragging it across the Kanban board — no extra clicks.
Custom Columns
Add custom fields to your view — property type, vehicle model, budget range — to match your business.
Setup
How it works
Choose your view
Switch between Kanban, List, or Pipeline view with one click — your preference is saved automatically.
Filter to focus
Apply filters to surface only the leads that need your attention right now — by stage, agent, or recency.
Take action directly
Reassign, update stage, send a message, or add a note — all without leaving the dashboard.