Visual Deal & Sales Pipeline Tracking

Stop guessing which property transactions will close. Aiksol360 CRM delivers a visual drag-and-drop Kanban workspace tracking every active buyer from initial site viewing to reservation fee and final title turnover.

Drag-and-Drop Deal Board

Drag-and-Drop Deal Board

Review your active sales pipeline in a single console. The Kanban interface organizes active negotiations into vertical status columns. Instantly evaluate how many buyers are in 'Site Viewing' versus 'Reservation Cleared,' enabling your sales team to focus on opportunities closest to closing without sifting through physical notebooks.

Visual Management Benefits:

  • Advance deals through pipeline stages with drag-and-drop actions.
  • Color-coded urgency tags identifying high-value transactions.
  • Identify pipeline bottlenecks where inquiries accumulate.
Customizable Deal Stages

Customizable Deal Stages

Structure pipelines to match your brokerage model. Firms manage residential preselling developments, subdivision lots, and commercial leasing differently. Configure custom stages matching your workflows: build a 'Preselling Residential' pipeline (Reservation -> Down Payment Equity -> CTS) and a separate 'Commercial Lease' track (Viewing -> Letter of Intent -> Lease Execution).

Workflow Flexibility:

  • Configure bespoke stage names matching Philippine real estate transactions.
  • Assign closing probability percentages to each stage for weighted forecasting.
  • Deploy multiple distinct pipelines across specialized sales divisions.

Stalled Deal Identification

Prevent prospective buyers from slipping away. If a deal lingers in a stage (such as 'Price Negotiation') past an established threshold without activity, the system flags it as **'Stalled'**. Triggers managerial notifications to assist the assigned specialist or archive cold opportunities to maintain accurate reporting.

Pipeline Health Metrics:

  • Highlight neglected opportunities for prompt intervention.
  • Maintain pipeline cleanliness by archiving lost transactions.
  • Focus agent time on active, progressing opportunities.
Automated Closing Wizard (Commission Triggers)

Automated Closing Wizard (Commission Triggers)

Finalize deals with seamless administrative execution. Moving a card to the **'Won'** stage automatically launches the Closing Wizard. Select the applicable Commission Split Template, allocate portions across specialists and team leaders, and generate the final transaction record without manual spreadsheet math.

Closing Automation:

  • Launches commission workflows automatically upon 'Deal Won' status.
  • Applies pre-configured split templates across agents and brokerage funds.
  • Updates agent disbursement ledgers and internal accounts instantly.
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FAQs

Can I configure separate pipelines for property sales and commercial rentals?

Yes. Create an independent Property Sales Pipeline (Reservation -> Down Payment -> CTS) and a Commercial Leasing Pipeline (Inquiry -> Showing -> LOI -> Contract Execution) with distinct stages.

Does the pipeline calculate aggregate stage values?

Yes. Each column header displays total deal counts and aggregate Total Contract Price (TCP) values, showing the gross inventory value held in each pipeline stage.

Can managing brokers see which agent owns each deal?

Yes. Each opportunity card displays the assigned property specialist's profile picture and name, establishing clear transaction ownership.

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