Every client should have one clear next step.
A practical way to use the pipeline without turning your day into data entry.
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Start with the relationship
Create the contact record with the information the person has shared for your work together. Add their budget, areas and a short description of the brief. A meaningful note is more useful than a speculative score about their motivation.
Homepact keeps the CRM private to your account. Publishing your agent profile is a separate choice.
Make progress visible
Choose the stage that reflects what has actually happened: a new conversation, qualification, a viewing, negotiation or a closed outcome. Add the next follow-up and connect it to that contact.
Marketplace messages and viewing requests have their own inboxes. Review them alongside your pipeline; they do not yet create CRM contacts automatically.
Keep financial records in context
Use business records to track commission forecasts, recorded revenue and expenses. A forecast is different from an amount you have invoiced or received. Export the records when you need to reconcile them with your wider business systems.
This is operational tracking. It does not issue tax invoices, run payroll or replace your accounting process.
معلومات عملية عن هذه المنصة. تحقّق من تفاصيل العقار والتكاليف والشروط التعاقدية مع الأطراف المعنية قبل أي التزام.