crm

CRM & Pipeline — Managing Your Deals

PropIntel includes a built-in deal pipeline so you can track properties from first identification through close — without switching to a separate CRM.

The Interest Rating System

Mark properties with a star rating (1–3 stars) from the map, grid, or detail panel. Filter the grid by star rating to see only your active leads.

Deal Stages

Stage	Meaning
Lead	Identified, not yet contacted
Contacted	Reached out, awaiting response
Negotiating	Discussing terms
Under Contract	In due diligence
Closed	Deal completed
Dead	Passed or fell through

Pipeline View

Click Pipeline in the top navigation to switch to the Kanban board. Drag cards between columns to update deal stage.

Tier Access

Full CRM features available on Investor and above. Star ratings on all plans. See plans →

Building & Managing Property Lists → Start your free trial →

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