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Sales Cockpit

Lead-to-contract pipeline across one or many projects, with reservation management and a live command dashboard.

Sales reps and leadership run the daily business here: staged pipeline with required fields per stage, reservation agreements on a deadline with automatic reminders, and waitlist promotion by timestamp when a reservation lapses. Because the pipeline lives in the same graph as price, contract, and later operation, a lapsed reservation re-releases the unit and notifies the waitlist automatically — no two systems to reconcile. The forecast is built from the client's own historical conversion rates per stage rather than a static guess, and a mobile app transcribes a viewing voice note straight into the matching CRM fields. A live health-score dashboard surfaces bottlenecks and stalled leads at a glance.

Features

  • Staged pipeline with required fields per stage
  • Reservation deadlines with automatic waitlist promotion
  • Forecast from real historical conversion rates
  • Mobile app with transcribed viewing voice notes
  • Cross-project duplicate detection via the Property Graph
  • Real-time commission transparency

Works with

Next moduleSales Assist

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