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.
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. Teams can move forward, revert, change status, mark won, mark lost with reason, cancel where permitted, or reopen lost opportunities back to Discovery.
- 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
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
Opportunity stats surface count by status, open value, weighted pipeline value, won value, win rate, average days in stage, and breakdowns by branch or agent. Those numbers power real estate sales forecasting in the Deals and Overview dashboards for role-aware pipeline reviews.
- Compare open value with weighted value to understand early-stage vs near-close pipeline
- Use average days-in-stage to spot deals stuck in Discovery, Viewing, or Negotiation
- Watch stage skew and win-rate changes to detect quality, pricing, or follow-up problems
- Use dashboard drill-downs to jump from a metric into the filtered opportunity list
app.irm365.com/dashboard/deals
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
Pipeline health includes open value, weighted value, win rate, stage counts, and average days in stage.
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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