EstateFlow CRM57 follow-ups due

Real Estate Lead & Property CRM

Manage properties, buyer leads, seller leads, appointments, client notes, and sales pipelines from one elegant workspace.

Date range

Lead segment

Active Leads

684

Buyer, seller, and rental leads

+13.6%

Active Properties

128

Current property listings

+7.4%

Appointments Today

Scheduled showings and calls

+5.8%

Pipeline Value

$14.8M

Estimated active deal value

+18.2%

Closed Deals

Deals closed this month

+9.1%

Follow-ups Due

Leads requiring attention

-4.3%

Lead Pipeline Overview

Lead movement across every active sales stage.

Buyer LeadsSeller LeadsRental Leads

Property Type Distribution

Listing mix across the active portfolio.

128

listings

Single Family Homes

34%

Apartments / Condos

28%

Luxury Properties

16%

Commercial

12%

Land / Lots

10%

Hot Leads

Priority clients and next CRM actions.

Lead	Interest	Budget	Status	Last Contact
EC Emily Carter	3-bed family home	$650K - $800K	Hot Lead	2h ago
JW James Wilson	Downtown condo	$420K - $560K	Viewing Scheduled	Today
OB Olivia Bennett	Selling property	$1.2M estimate	Seller Lead	Yesterday
MA Michael Anderson	Commercial office	$2.5M - $3.2M	Qualified	3d ago
SM Sophia Martinez	Rental apartment	$2,400/mo	New Lead	1h ago

Today's Appointments

Viewings, calls, and consultations queued for the team.

Property viewing with Emily Carter

Modern Family Home

10:30 AM

Viewing

Seller consultation with Olivia Bennett

Private listing review

12:00 PM

Seller Meeting

Commercial property call with Michael Anderson

Commercial Office Suite

2:15 PM

Phone Call

Downtown condo viewing with James Wilson

Downtown Luxury Condo

4:00 PM

Viewing

Rental qualification call with Sophia Martinez

Rental apartment shortlist

5:30 PM

Qualification

Featured Properties

Active listings matched to pipeline demand.

Modern Family Home

Single Family

$745,000

4 beds / 3 baths / 2,480 sq ft

ActiveAgent: Ava Thompson

Downtown Luxury Condo

Condo

$528,000

2 beds / 2 baths / 1,240 sq ft

Viewing ScheduledAgent: Noah Miller

Lakeside Villa

Luxury

$1,850,000

5 beds / 4 baths / 4,900 sq ft

Offer PendingAgent: Emma Wilson

Commercial Office Suite

Commercial

$2,950,000

8,200 sq ft / 14 offices

ActiveAgent: Liam Davis

Suburban Townhouse

Townhouse

$610,000

3 beds / 2.5 baths / 1,980 sq ft

New ListingAgent: Mia Johnson

Sales Pipeline

Kanban view of lead progression from intake to close.

New

Sophia Martinez

Rental apartment

$2,400/mo

Daniel Cooper

First-time buyer

$450K

Contacted

Brian Miller

Condo buyer

$520K

Ashley Brooks

Selling home

$790K

Qualified

Michael Anderson

Commercial office

$3M

Rachel Nelson

Luxury property

$1.5M

Viewing

Emily Carter

Family home

$745K

James Wilson

Downtown condo

$528K

Offer

Lauren Harris

Lakeside Villa

$1.85M

Closed

Kevin Johnson

Townhouse

$610K

Follow-up Tasks

Work that keeps deals from stalling.

Send property comparison list to Emily Carter

Assigned to: Ava

In Progress

Call Sophia Martinez about rental requirements

Assigned to: Mia

Open

Prepare seller valuation summary for Olivia Bennett

Assigned to: Emma

Urgent

Confirm downtown condo viewing with James Wilson

Assigned to: Noah

Pending

Review commercial property documents

Assigned to: Liam

Open

Lead Sources

Acquisition volume and conversion quality.

Website Form

186 leads

22% conversion

Zillow-style Listing Portal

142 leads

18% conversion

Referral

96 leads

34% conversion

Social Media

84 leads

12% conversion

Walk-in / Phone

61 leads

26% conversion

Client Notes

Context agents can act on during follow-up.

Emily prefers homes near schools and parks.

Buyer Preference

Olivia wants a valuation before listing her property.

Seller Follow-up

Michael needs zoning details for commercial space.

Document Request

James is interested in high-rise condos with parking.

Property Match

Property Management Preview

Listing health, inquiries, and agent ownership.

Property	Type	Price	Status	Agent	Inquiries
Modern Family Home	Single Family	$745,000	Active	Ava Thompson	28
Downtown Luxury Condo	Condo	$528,000	Viewing Scheduled	Noah Miller	19
Lakeside Villa	Luxury	$1,850,000	Offer Pending	Emma Wilson	14
Commercial Office Suite	Commercial	$2,950,000	Active	Liam Davis	11
Suburban Townhouse	Townhouse	$610,000	New Listing	Mia Johnson	23

Real Estate Analytics Snapshot

Conversion, deal quality, viewing momentum, and listing demand.

Lead Conversion

24.8%

+4.1%

Qualified leads converted this month

Average Deal Value

$782K

+8.6%

Average property value in pipeline

Viewing Rate

68%

+5.2%

Qualified leads booking property viewings

Listing Performance

31%

+6.7%

Listings receiving high inquiry volume