Stage 09 of 13

Broker management

Lead to qualified, qualified to matched, matched to deal - with the activity trail that explains how it got there.

What this stage covers

  • Lead pipeline with next action and owner
  • Inventory matching against a stated requirement
  • Deal value, fee percentage and expected revenue

Every stage change is visible, so nothing sits unassigned without someone noticing.

Resources matched to this stage

Ordered by how most people work through the stage.

Broker Crm

Broker Starter Toolkit

A basic broker CRM: leads, inventory and follow-ups.

Broker
₹2,499

Broker Crm

Broker Business Suite

Team-based broker CRM and business operations.

Broker Agency
₹19,999