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Features/Pipeline
AgentOS CRM

Every deal. Every stage. One visual pipeline.

Drag-and-drop Kanban board with 6 stages — from new lead to closed deal. See your entire pipeline at a glance, move leads forward with one drag, and track your conversion rate automatically.

6

Pipeline stages

New · Contacted · Viewing · Negotiating · Closed Won · Lost

Live

Conversion rate

Auto-calculated as deals close — always current

4

Summary stats

Total · New · In Progress · Conversion %

1

Click — full lead open

Contact · notes · source · history — without leaving the pipeline

Video Demo

Your pipeline — live

New2

Sofia K.

AI Chat

Contacted1

David R.

Zillow

Viewing2

Marco T.

Referral

Negotiating1

Julia B.

Contact Form

Closed Won2

Ivan S.

Referral

Lost1

Tom W.

Cold Call

How it works — 4 steps

01

See every lead at a glance

All your leads are organized into 6 visual columns. Each card shows the lead name, source, and contact details. You see the full state of your pipeline in one view — no spreadsheet needed.

02

Drag to move. Long-press on mobile.

On desktop: drag a card to a new column and drop it — status updates instantly. On mobile: long-press a card to pick it up, then drag to the target stage.

03

Click any card to open the full record

Tap or click any lead card to open the Lead Detail drawer — full contact info, notes, and source. Make changes without leaving the pipeline view.

04

Watch your conversion rate update live

The summary bar shows Total Leads, New, In Progress, and Conversion % — calculated automatically from closed vs total. No manual math.

What each stage means

New

Lead just entered the pipeline. Not yet contacted. Action needed.

Contacted

You've reached out via email, phone, or message. Awaiting response.

Viewing

A property showing has been scheduled or is in progress.

Negotiating

Offer is on the table. Active back-and-forth with buyer or seller.

Closed Won

Deal closed successfully. Commission earned.

Lost

Lead did not convert. Archived for reference.

See your pipeline live — with your own leads.

60-minute demo. We load your data. You watch it organize.

Book a Demo