Pipeline & CRM

Every lead, every stage.

A visual pipeline board that mirrors your sales process. Drag cards between stages, open quick-view overlays, filter by development, and manage your entire funnel without losing context.

6 stages

New to Closed

Drag & drop

Real-time updates

Bulk actions

Select multiple leads

Quick view

Full detail overlay

Everything you need to manage your pipeline.

From first enquiry to final exchange — one board, every tool, zero context switching.

Pipeline board

Drag leads between stages in real-time

New

4

Sarah Mitchell

West Residences

PropertyPlot 17
BuyerInvestor
WebsiteOpen

James Thornton

Crescent View

PropertyPlot 3
BuyerFirst-time buyer
RightmoveOpen

Viewing

3

Rachel Adams

Station Quarter

PropertyPlot 11
BuyerInvestor
PortalOpen

Reserved

2

Tom Henderson

West Residences

PropertyPlot 4
BuyerCash buyer
AgentOpen

Quick-view overlay

Full details, one click

Sarah Mitchell

West Residences · Plot 17

New
Phone+44 7700 123456
Value£285,000
AssignedJames Dawson
View full record
Edit

Bulk actions

Select many, act once

3 selected
Change status
Reassign

Sarah Mitchell

New

Rachel Adams

Viewing

David Wright

Viewing

Tom Henderson

Reserved

AI suggestions

Smart follow-up nudges

Sarah Mitchell

Today

Viewed Plot 17 twice this week. Consider a personal follow-up.

Send email

Tom Henderson

Overdue

Reserved 8 days ago, no solicitor details yet.

Chase docs

James Thornton

Tomorrow

Opened viewing confirmation email but didn't confirm slot.

Call now

Filters & live counts

Slice the board by development, source or buyer type. Live counts update the moment you select a chip — no refresh, no lag.

All developments
All sources
12 of 48

New

4

Sarah Mitchell

West Residences

PropertyPlot 17
WebsiteOpen

James Thornton

Crescent View

PropertyPlot 3
RightmoveOpen

Viewing

3

Rachel Adams

Station Quarter

PropertyPlot 11
PortalOpen

Reserved

2

Tom Henderson

West Residences

PropertyPlot 4
AgentOpen

David Wright

Moving to Reserved… · West Residences · Plot 8

Live

Contacted

3

James Thornton

Crescent View

PropertyPlot 3
BuyerFirst-time buyer
RightmoveOpen

Priya Kapoor

Crescent View

PropertyPlot 7
BuyerInvestor
WebsiteOpen

Viewing

3

Rachel Adams

Station Quarter

PropertyPlot 11
BuyerInvestor
PortalOpen

Michael Chen

West Residences

PropertyPlot 22
BuyerCash buyer
AgentOpen
Drag & drop

Move leads between
stages instantly.

Drag lead cards between columns to update status in real-time. Changes persist automatically — no save button, no page reload.

6 pipeline stages: New → Contacted → Viewing → Reserved → Exchanged → Closed
Optimistic updates with automatic rollback on failure
Status changes logged in the activity feed automatically
Stage column totals update instantly as you drag
Quick view

Click any card,
see everything.

Click a lead card to open an inline quick-view. See contact details, development link, unit, buyer type, deal value, and key dates — without navigating away.

Full lead details in a slide-in overlay
Edit fields inline without leaving the board
Jump to full record, linked contact, or unit
Activity timeline shows every touchpoint at a glance

Sarah Mitchell

West Residences · Plot 17 · 3 Bed Semi

New
WebsiteFirst Time Buyer24 Apr 2026
Phone+44 7700 123456
DevelopmentWest Residences
UnitPlot 17 · 3 Bed Semi
Purchase price£285,000
Assigned toJames Dawson

Recent activity

Stage changed → New

Today, 09:14

Lead created from website enquiry

24 Apr

View full record
Edit lead
All developments
All sources
8 of 48

New

4

Sarah Mitchell

West Residences

PropertyPlot 17
BuyerInvestor
WebsiteOpen

James Thornton

Crescent View

PropertyPlot 3
BuyerFirst-time buyer
RightmoveOpen

Viewing

3

Rachel Adams

Station Quarter

PropertyPlot 11
BuyerInvestor
PortalOpen

David Wright

West Residences

PropertyPlot 8
BuyerCash buyer
AgentOpen

Reserved

2

Tom Henderson

West Residences

PropertyPlot 4
BuyerCash buyer
AgentOpen
Filters & bulk actions

Filter, select,
act at scale.

Filter the pipeline by development or source. Select multiple leads for bulk status changes, reassignment, or deletion. Live counts update as you filter.

Filter by development, lead source, or buyer type
Bulk status change across multiple leads at once
Reassign leads to different team members in bulk
Live counter: '12 of 48' visible leads
One-click clear resets all active filters

Ready to see the pipeline?

Book a tailored walkthrough and see how Häuses manages your leads from first enquiry to exchange.