Pipelines
In LeadSimple pipelines are used for lead management and nurturing, and to track relationships with prospective clients, current clients and referrers. Examples of pipelines include:
Prospective Owners
Tenant Inquiries
Buyers
Sellers
Referrers & Real Estate Agents
Homeowners Associations
Current Clients (synced from your accounting software)
Current Tenants (synced from your accounting software)
Tenant Applicants (synced from your accounting software)
Current Vendors (synced from your accounting software)
Pipelines have sources, lead notifications, and more to help manage the relationship. The stages and workflows are not linear but act rather as buckets or categories with tasks that allow you to nurture the deal and bring it to a successful close. Not all tasks will need to be completed to close the deal.
Processes
Processes are repeatable workflows that you will likely run multiple times for your current clients and properties. Typical processes include:
Make Ready/Unit Turn
Move Ins
Move Outs
Lease Renewals
Delinquencies/Late Rent
Inspections
Work Orders
and much more!
Processes are very linear, with a defined start and end and all tasks in a process will be completed (except for those skipped by conditional logic).