Real Estate Deal Pipeline
Visual deal pipeline automation: stage changes trigger tasks, docs, and agent notifications.
What needed
solving
Real estate brokerages had deals stuck in pipeline stages because follow-up tasks were forgotten and documents were prepared manually. Agents lost track of what needed to happen next.
The automation steps
Deal stage changed in Pipedrive or HubSpot CRM
Stage-specific task list created; required documents identified; deadline set
Agent receives task checklist; client receives stage-appropriate communication
Manager receives pipeline status daily; stalled deals flagged at 72 hours
How the workflow runs
Each step fires automatically. Click "Simulate run" to see the sequence.
Click "Simulate run" to see the automation sequence step by step.
The numbers
Concrete, measurable outcomes delivered in production.
From brief to production
Discovery & scoping
We map the problem, understand the existing stack, and write a fixed-price proposal. No surprises.
1–3 DAYSBuild & weekly demos
You see working software every week. Feedback is incorporated immediately — not at the end.
2–4 WEEKSTesting & QA
Every integration is stress-tested before go-live. Edge cases handled, fallbacks in place.
3–5 DAYSGo live & handover
Full documentation, team training, monitoring setup, and 30-day post-launch support.
1 WEEKYou might also need
Build this for my business
Book a free 30-minute call. We'll scope your automation and tell you exactly what it would cost.