Kanban + table views
Work opportunities by stage on a Kanban board, or switch to table view for list-style management.
Opportunity Pipeline
Real estate deal pipeline software that forecasts what closes
Real estate deal pipeline software where an opportunity is a qualified lead working a specific unit. Track one deal per Lead × Unit through Discovery, Viewing, Proposal, Negotiation, Commitment, Won, Lost, or Cancelled — with activities, sales offers, stage history, weighted value, and dashboards connected.
Feature Workflow
What this module helps your team do
A quick map before the detailed product proof. Jump to the area that matters most.
01
Create Opportunities
Turn qualified leads into unit-specific deals
02
Move Through Stages
Manage Discovery to Commitment without losing context
03
Offers & Close
Create sales offers directly from the deal record
04
Forecasting & Dashboards
Read pipeline health from stage movement and weighted value
05
Board at Scale
Load large pipelines without losing true stage totals
The Opportunities Workspace
Every active deal, stage, unit, agent, and weighted value in one pipeline.
The opportunity index gives teams a Kanban view, table fallback, filters, stat cards, and weighted pipeline value so managers review real deal movement instead of rebuilding a spreadsheet every week.
StageUnitAgentValueDays
app.irm365.com/opportunities
01Create Opportunities
Turn qualified leads into unit-specific deals
Opportunities start when a qualified lead is seriously considering a specific unit. Create from the lead detail page so preferences and contact context carry forward, then attach the exact project, property, unit, indicative price, discount, branch, and assigned agent.
- Create one opportunity per Lead × Unit when a buyer is considering a specific inventory item
- Project → Property → Unit selection filters automatically from inventory
- Track indicative price, discounts, purpose, branch, and assigned agent
- Log an activity on both lead and opportunity when the deal is created
app.irm365.com/opportunities/create
02Move Through Stages
Manage Discovery to Commitment without losing context
Move opportunities through Discovery, Viewing, Proposal, Negotiation, and Commitment using permitted actions. Every card and row carries a stage clock, with aging at 60+ days and stalled at 90+ days, while At Risk gathers deals that are overdue, stalled, or missing a next step.
- Move forward, revert, or change to another active stage where permissions allow
- Track viewings, meetings, calls, notes, and status changes through activities
- Reopen lost opportunities back to Discovery when the deal revives
- Mark lost with a reason; cancellation is restricted for super-admin level control
- See current stage age on every opportunity, with aging and stalled signals
app.irm365.com/opportunities/OPP-1042
03Offers & Close
Create sales offers directly from the deal record
When the customer is ready for formal numbers, the sales offer must be created from the opportunity. The opportunity links the lead, unit, customer context, activities, and offers together so accepted offers can move into the MOU workflow without losing deal history.
- Create sales offers only from an opportunity, preserving lead and unit context
- Track every sales offer drafted for the opportunity on the Sales Offers tab
- Mark won when the opportunity reaches Commitment and has an accepted Sales Offer
- Link an existing customer for legacy/repeat-buyer flows where appropriate
app.irm365.com/sale-offers/OFFER-0042
04Forecasting & Dashboards
Read pipeline health from stage movement and weighted value
The operational strip shows active pipeline, weighted forecast, closing this month, at-risk, and won as compact figures that filter the workspace when selected. Quick presets keep Active, Closing Soon, At Risk, Won, Lost, and Cancelled deals one click away.
- Compare open value with weighted value to understand early-stage vs near-close pipeline
- Use the stage clock plus 60-day aging and 90-day stalled signals to spot quiet deals
- Open At Risk to see overdue, stalled, and no-next-step opportunities together
- Select a header metric to filter the board or table to the opportunities it counts
- Switch between Active, Closing Soon, At Risk, Won, Lost, and Cancelled presets
app.irm365.com/dashboard/deals
05Board at Scale
Load large pipelines without losing true stage totals
Each Kanban stage loads a manageable page of cards and offers Load more when needed. The column header still shows the full stage count and value, not only the cards currently loaded, and a moved deal lands immediately at the top of its new column.
- Load each stage a page at a time instead of rendering the whole pipeline at once
- Keep the true count and total value visible in every stage header
- Move a deal to another stage and see it land at the top immediately
- Switch to table view when list-style sorting and filtering fits the review
Capabilities
Everything inside the opportunity pipeline
The bridge from qualified lead to sales offer, MOU, and closed deal — with deal context and forecastable value preserved.
Unit-specific deals
Each opportunity ties a qualified lead to a project, property, unit, indicative price, discount, branch, and agent.
Offer creation
Create sales offers directly from opportunities when the customer is ready for formal numbers.
Activities & history
Calls, viewings, notes, status changes, sales offers, analytics, and audit history stay on the opportunity record.
Weighted value
Clickable metrics cover active pipeline, weighted forecast, closing this month, at-risk deals, and won value.
Manager filters
Filter by branch, assigned agent, project, property, status, lost reason, date range, and scope.
FAQ
Frequently asked questions
Deal pipeline software tracks every sales opportunity through defined stages, from first inquiry to closed transaction. For real estate teams, it organizes properties, buyers, agents, and deal terms in one view — replacing spreadsheet pipelines with a live Kanban board, win probability by stage, and expected close date forecasting.
Continue the workflow
Related features
IRM365 modules are connected. Explore the next capabilities that usually sit beside this feature in a real brokerage workflow.
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