Sales Pipeline – Tracking

Pipeline Tracking: Your Roadmap to Real Estate Success on PropertyList.es

Ever feel like you’re juggling leads without a clear picture of where each one stands in the process? Pipeline tracking on PropertyList.es offers a powerful solution, giving you a real-time view of your sales funnel through a visual chart and empowering you to close more deals.

What is Pipeline Tracking?

Imagine a roadmap for your potential clients – that’s what pipeline tracking does. It allows you to visualise the stages each lead progresses through, from initial contact to successful completion. 

Benefits for Agents:

• Identify Bottlenecks: Easily see if leads are getting stuck at a particular stage, like “Viewed” but not moving to “Reserved”. This helps you identify areas where your process needs improvement. Perhaps follow-up communication after viewings could be enhanced.
• Prioritise Leads: Focus your efforts on leads with the highest closing potential. Allocate time and resources accordingly.
• Improved Communication: Stay informed about each lead’s progress and ensure timely follow-up at each stage. 
• Accurate Forecasting: Gain insights into your projected sales based on the composition of your pipeline. 

Benefits for Administrators:

• Team Overview: Monitor the overall health of the company’s sales pipeline. See how different agents are performing and identify areas for potential coaching or resource allocation.
• Filter & Analyse: Drill down into specific team members, property types (apartments, houses, etc.), or stages of the pipeline to gain deeper insights. For instance, analyse which property types convert most frequently from “Viewed” to “Reserved”.
• Data-Driven Decisions: Use pipeline data to make strategic decisions regarding marketing efforts, resource allocation, and overall sales strategy.
• Advanced Team Management: Assign staff members to specific leads or contacts within the pipeline. This allows for efficient task delegation and ensures leads are nurtured by the most relevant team member based on their expertise or location.

PropertyList.es takes pipeline tracking a step further:

• Lead Scoring (Coming Soon): The platform incorporates lead scoring to prioritise leads based on their likelihood of converting. Leads who demonstrate strong interest through detailed enquiries or multiple viewing requests might be assigned a higher score.
• Customisable Stages (Coming Soon): Adapt the sales stages to your specific process for a more tailored experience. You might want to add a stage for following up after an offer is submitted.
• Reporting & Insights (Coming Soon): Generate reports that provide valuable data and insights into your sales performance. Track trends over time, compare agent performance, and identify areas for improvement.