Acquisitions
Run seller qualification, follow-up, evaluation, and offers from one pipeline.
Use a shared acquisitions board and connected records to see stage, ownership, property context, tasks, appointments, notes, and offer scenarios.
The work today
Property and seller context separated.
Offer assumptions without a retained history.
How it works
- 01
Open the assigned opportunity.
- 02
Review seller and property context.
- 03
Record qualification and schedule the next task or appointment.
- 04
Move the lead through the acquisitions stages your current configuration supports.
- 05
Create and compare transparent offer scenarios.
- 06
Carry an accepted opportunity into deal and contract work.
Capabilities
Kanban and record views.
Stage history.
Ownership and saved context.
Tasks, appointments, and notes.
Property details and photos.
Configurable offer analysis.
Offer history.
Contract handoff.
Current boundary
Calls, SMS, and RingCentral connection are Planned. The page does not display or describe unbuilt communication UI as available.
Illustrative product view
FAQ
Can we customize every pipeline and role?
Company settings support the current pipeline configuration, and fixed roles map to permission keys. Custom roles are Planned.
Does the offer calculator guarantee a profitable offer?
No. It applies configured assumptions and makes the math reviewable. Your team remains responsible for inputs and decisions.
Can a manager see who owns the next step?
Ownership, stage, tasks, and activity are designed to make responsibility visible to authorized users.
Does this include calling and texting?
Not today. RingCentral and provider-based communication workflows are Planned.