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    How your client pipeline works

    Your pipeline is a CRM — a simple system that tracks every potential client from the first phone call to a booked sale. Here's exactly how to use it to win more jobs.

    What is a CRM?

    Most estate sale companies juggle leads across sticky notes, texts, and memory — and good jobs fall through the cracks. A CRM fixes that. It's one screen showing every potential client and exactly where they are in your process, so you always know who to follow up with next. This is the same kind of system large companies pay thousands for. Yours is already built in.

    Your pipeline at a glance

    Swipe to see all stages →

    Your Pipeline

    Pipeline Value

    Add estate values to track pipeline

    Each card counts your clients by stage so you can see your whole business in seconds.

    The 5 stages, explained

    New

    Reply to the homeowner as fast as you can.

    The first company to respond usually wins the job. The card has a one-tap Reply button.

    Contacted

    Schedule a walkthrough at the home.

    You've made contact — now lock in a visit so you can see the items in person.

    Walkthrough

    Do the walkthrough and build your report.

    Capture rooms, item categories and an estimate. The tool turns it into a detailed report — your private prep tool to plan the sale and price your quote.

    Contract

    Send your quote and contract.

    The homeowner has your price. Send the agreement and move them toward booked.

    Booked

    Create the sale and request a review.

    Contract signed! Spin up the live sale and ask for a review to win your next clients.

    Pipeline Stage

    How leads come in

    Hire Us form

    Homeowners find you and request your services from your public profile.

    Embed widget

    Add a lead form to your own website — submissions land straight in your pipeline.

    Add manually

    Got a call? Add the client yourself and start tracking instantly.

    From walkthrough to booked

    DC

    Diane Carter

    Walkthrough

    Venice, FL

    Townhome · Ai estimate $18,000–$24,000

    Walkthrough report 2 days ago
    RH

    Robert & Susan Hayes

    Contract

    Bradenton, FL

    4-bedroom estate · Quote sent

    yesterday
    TE

    The Thompson Estate

    Booked

    Sarasota, FL

    Contract signed · Sale goes live

    1 hour ago

    Every closed job, contract, and review request stays tracked — your whole business on one screen.

    Quick glossary

    CRM — Customer Relationship Manager — the system that tracks all your clients.
    Lead — A potential client who has shown interest in hiring you.
    Pipeline — The path a client follows from first contact to booked sale.
    Walkthrough — Your in-home visit to assess the items and the sale.
    Conversion — Turning a lead into a booked, paying job.
    FAQ

    Client pipeline FAQ