5: Overview of Pipelines

Get a quick overview of how to use lead pipelines to manage your leads.

JP avatar
Written by JP
Updated over a week ago

Points to Remember:

  • Your lead pipelines are used to manage prospects (such as prospective owner clients, tenants, referral partners, etc). Auto-import your leads, streamline your sales process, and keep accurate reporting on your conversion rate, marketing sources, etc.

  • Pipelines also act as databases for your current client data synced from your property management software.

  • Pricing note, one pipeline is included in the base CRM subscription (Growth). Each additional pipeline incurs a $30/month fee.

  • Enjoy the flexibility of unlimited pipelines and processes with the Operations subscription. No additional costs for added pipelines or processes.

You can learn more about the CRM and lead management side of LeadSimple in our CRM video course!

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