Pipeline Tracker
No targets yet. Add the first one above; everything stays in this browser until you export it.
Contact Book
The people the deals run on: brokers, owners, lenders, counsel, and investors, each with the next touch you owe them. Contacts named on a tracked deal show up on both sides.
No contacts yet. The first broker who sends you a CIM belongs here, with the date you owe them a reply.
Outreach Log
Every letter, email, and call, dated and statused, so the follow-up always has a day to count from. The who field suggests your contacts, and the Outreach Templates carry the words.
Nothing logged yet. The first owner letter you send belongs here, so the follow-up has a date to count from.
The Discipline Behind the Tool
Stage 5 of the roadmap, Source deals, covers the weekly numbers that make a pipeline real, and the directory lists deal aggregators and heavier CRM options when you outgrow this.