Pipelines
Kanban boards for any workflow. Each pipeline supports one or more entity types.
Leads
Default
Default sales funnel — manages leads moving through qualification.
8 stages·30 cards
Lead
Deals
Default
Transaction lifecycle from offer to closing.
10 stages·10 cards
Deal
Contacts
Default
Lifecycle board for every contact in your CRM.
5 stages·50 cards
Contact
Properties
Default
Inventory board — drives each listing's availability status.
5 stages·20 cards
Property
Visits
Default
Day-of operations board for property visits.
4 stages·15 cards
Visit
Tasks
Default
Kanban for everything on your team's plate.
3 stages·20 cards
Task