Bring selected properties, landlord opportunities, connected campaign responses and manually logged enquiries into one branch scoped workflow. Assign an owner, move the opportunity through clear stages, schedule follow up, manage valuations and record the outcome with confirmed source context carried forward.
A selected property, landlord record or campaign response creates work. The next call, door knock, second send or valuation chase is often rebuilt somewhere else or left to individual memory.
After a campaign, teams often rebuild the shortlist and next actions in a separate tracker.
Viewings, valuations, enquiries and administration can push early prospecting opportunities down the list.
Many agency systems become useful after an enquiry exists. ProspectOS helps the branch work a selected property or landlord opportunity before that point.
When activity and outcomes are recorded in different places, it becomes harder to understand which recorded touchpoints contributed.
Pipeline supports the work before and around instruction acquisition. It manages selected property and landlord opportunities, enquiries, follow ups, valuations and outcomes without claiming to replace the wider operational jobs of an estate agency CRM.
Start with a selected property or landlord opportunity, or with a connected or manually logged response. Both routes can move into ownership, stages, follow up, valuation and a deliberate outcome. Map and property intelligence, controlled prospecting automations and Insights and performance reporting connect into the workflow.
Add a selected property from Map or Landlords, or capture or log an enquiry that needs qualification.
Keep an early response as an Enquiry until the team has enough context to convert it into a worked Prospect.
Set Sales or Lettings, assign an owner and place the Prospect in its current working stage.
Create the next call, meeting, door knock, send, property check or valuation follow up.
Book the appointment when a date and time are confirmed, assign the valuing agent and record what happens next.
Mark the opportunity Won, Lost, Follow up later or Archived. Keep a Possible Detected item separate until a user confirms or dismisses it.
Add a selected property from Map or Landlords, or capture or log an enquiry that needs qualification.
Keep an early response as an Enquiry until the team has enough context to convert it into a worked Prospect.
Set Sales or Lettings, assign an owner and place the Prospect in its current working stage.
Create the next call, meeting, door knock, send, property check or valuation follow up.
Book the appointment when a date and time are confirmed, assign the valuing agent and record what happens next.
Mark the opportunity Won, Lost, Follow up later or Archived. Keep a Possible Detected item separate until a user confirms or dismisses it.
Keep the property, confirmed source, owner, potential fee, tags, notes, product recorded activity and team logged touchpoints together. Make the current stage and next action visible to the branch.
Product actions can be recorded automatically. Calls, meetings, door knocks and other offline activity appear when the team logs them.
Create a task against a Prospect, Enquiry, property, landlord or Valuation. Choose an owner and due time, then complete, reschedule, cancel or reassign it as the opportunity changes.
Log calls, emails, meetings, door knocks and their outcomes so the record reflects what the team actually did.
Connected campaign engagement, a configured valuation form or a manually logged enquiry can enter Pipeline. Keep the available contact, property and confirmed source context together, review possible duplicates and convert the record into a Prospect when it qualifies.
Where a confirmed source link exists, the Enquiry, Prospect and Valuation can retain that context for connected reporting. Explore Insights and performance reporting.
Connected digital responses depend on the released capture route. Calls and other offline activity must be logged by the team unless a verified integration is available.
Record Won when the instruction is confirmed, Lost with a useful reason, Follow up later with a future point of attention or Archived when the record should leave active work. Keep possible detected evidence separate until it has been reviewed.
Record the confirmed instruction, fee and available source context
Close the opportunity with a reason that can support reporting and team learning
Defer the opportunity with a future task instead of losing it inside an archive
Review system raised evidence and explicitly confirm or dismiss it
Where a confirmed Map, landlord, campaign, automation or send source exists, Pipeline can preserve that context as the record progresses. A marked Won outcome and recorded fee can contribute to Insights when the source chain, attribution window and reporting link are complete. Review recorded outcomes in Insights.
Use the same prospecting workflow across Sales and Lettings while keeping branch, type, owner, stage and source context clear.
Work selected properties, withdrawn listings, price reductions, fall throughs and valuation follow ups with a visible owner and next action.
Work landlord sourced enquiries, linked property opportunities and managed stock conversations through clear stages and follow up.
Review who owns each opportunity, which actions are due or overdue and where Prospects sit across the active stages.
Keep opportunities, tasks, valuations and deferred work visible between appointments.
Pipeline sits alongside the wider ProspectOS workflow. Add selected properties from Map and property intelligence, bring commercially active landlord relationships from Landlord prospecting and preserve confirmed source context for connected reporting. Explore the ProspectOS platform.
Book a 30 minute Pipeline walkthrough to see a relevant property or enquiry enter the workflow, gain an owner and next action, move towards a valuation and close with a recorded outcome and source view.
We will use safe example data to show the Overview, one working record, one follow up, the Valuation workflow and the linked outcome context.