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Preview · Unified Journey

The Pipeline — one contact, one journey

Leads, Clients, and Proposals stop being separate tabs. They become stages of one board. Every card is one person, carrying their own data — so Lori promotes a lead to a client to a proposal to a closing with clicks, never re-typing. Watch Margaret Reed move across, gold-highlighted.

New Lead 2
From the website
Susan Alden
Assessment
Plano → near daughter in Frisco · "planning ahead"
ReplyTo client
The Harpers
Workbook
Downsizing, no rush · downloaded the workbook
ReplyTo client
Conversation 1
Nurturing
Robert Vance
Referral · attorney
Health change · needs to sell to fund care
EmailTo clientProposal
Active Client 1
Portal + journey
Margaret Reed
Assessment
Lake Dallas → Frisco · buyer
Home Search
PortalProposalEmail
Proposal Sent 1
Branded doc shared
Tom & Dee Ellis
Seller
218 Harbor View Dr · list at $465K
Proposal ✓PortalTo contract
Under Contract 1
Deal in motion
The Coleman Family
Seller
102 Steeplechase · pending · $512K
PortalMark closed
Closed 1
Feeds the dashboard
Patricia Nolan
Referral
Sold · $540K · commission $16.2K
In BI ✓Ask review

One click promotes — data flows, never re-typed

SiteNew Lead→ 1 clickActive Client→ Address auto-fillsProposal→ Portal + journeyUnder Contract→ Price + commissionClosed → BI

Click any contact → the whole relationship, one screen

No more hunting across four tabs. Every person opens to their entire story — assessment, proposal, portal, journey, emails, and deal.

Margaret Reed

margaret@email.com · 469-555-0148 · added Jun 24
Active Client
From the site
Assessment: "helping a parent" · Lake Dallas → Frisco · wants to be near her daughter · timeline gentle
Journey
Buyer · Home Search (step 3 of 8)
Proposal
blessedmoves.com/p/margaret-reed-3a8dec · opened twice
Portal
blessedmoves.com/portal/margaret-reed-72cc15f8
Emails
Workbook delivered ✓ · 2 replies · last note 3 days ago
Property
Watching 3 Frisco homes · ATTOM est. $525K range

Do next

Advance her journey
Home Search → Showings
Generate a Buyer Report
Address auto-fills from ATTOM
Send an email
Seasonal note · testimonial ask
Log as a deal
When it closes → BI dashboard

Why it makes Lori's day better

Zero re-typing

A lead becomes a client, proposal, and closing by clicking — her data rides along.

Nothing slips

Everyone sits in one stage. She sees who's stuck and needs a gentle nudge.

A true funnel

Leads → clients → closings are linked, so Marketing ROI is real, not guessed.

One screen, whole story

Proposal, portal, journey, emails, and deal — all on one contact.