Real estate CRM · powered by Phera
One buyer, three open pipelines, one agent who doesn't lose the thread
A buyer renting, resale-hunting, and pre-approving for new construction at the same time — without three lead statuses fighting each other.
~850 monthly searches across real estate CRM terms
Priya submits three separate forms on the same brokerage's site over two months: a rental inquiry, a resale listing request, and a new-construction interest form. In most CRMs the second and third submissions either overwrite the first lead or spin up duplicate, disconnected contact records — the rental desk and the resale desk end up working two different "Priyas."
In Phera, all three are Deals on the same Contact, each sitting in its own Pipeline, worked by its own desk, with its own stages and its own owner. Nothing collides. A support agent who picks up her call sees all three journeys on one timeline, regardless of which property or which agent it's about.
The cross-sell signal a single-pipeline CRM can't see
A workflow watches for exactly one pattern: a new Deal opening in the Resale pipeline while the same Contact already has an open Deal in Rental. That's a renter who's decided to buy — a senior agent gets notified to make a bundled-incentive touch before the resale desk even works the lead. A CRM that collapses a person onto one lead status has already "closed" the rental inquiry by the time this signal would fire, so it never sees it.
How it maps to Phera
Pipelines
Rental
New → Viewing booked → Application → Leased / Lost
Resale
New → Viewing booked → Offer made → Won / Lost
New Construction
New → Site visit → Reservation → Won / Lost
Channels
- Phone — viewing confirmations
- WhatsApp — photo/video walkthroughs
- Email — offer paperwork
Workflow
trigger — deal.created in Resale, and the Contact already has an open Deal in Rental
action — notify the senior agent: renter-to-buyer signal, offer a bundled incentive
Ownership — pipeline_centric
Each desk (rental, resale, new construction) mans its own Pipeline with round-robin assignment. No single "owner" field has to arbitrate between three unrelated teams working three unrelated deals for the same person.