Deals & pipeline: every sale on a board, every step on the record

AvailableIn every workspace, documented here, with its changes listed on its page.

On the broker’s path

Deals

Pets that work here

Scout

The problem this solves: Nobody can say what the pipeline is worth, which deal is stuck and what the next step is, without asking around.

In short: A deal is a card on a board: the object, the parties, the stage, the next step, the comments. The board shows what the pipeline is worth and which deal is stuck; the commission report shows what each broker has won, booked and been paid. Pets work the same cards, under your approval.

What you can do

• Move deals through stages — Erstkontakt → Besichtigung → Angebot → Abschluss — on a board you shape; several at once by Shift-click and right-click.
• See the value. The pipeline’s worth without the lost deals, the expected commission with your share of shared deals, and a pipeline report with stalled deals a click away.
• Label and comment. Labels your team already uses or new ones; @mentions tell the colleague straight away; the history keeps who did what, pets included.
• Hand over cleanly. The mail that hands someone a deal names who handed it over and who else works on it; a leaver’s work is handed to a colleague before they go.
• Know what each broker made. Won, booked and paid this month, quarter or year — your share of every deal — as a spreadsheet too.
• Plan the week. Deals and tasks on a calendar, a day/week/month grid and a Gantt view.

How it works

The deal card links the object, the contacts and the enquiry it came from; an enquiry becomes a deal with one step. Commission can be agreed per side with net, VAT and gross at once and a word when the law would object; the anti-money-laundering check sits on the deal for the owner and the admins.

Limits and notes

• Deals in „Closed — Lost“ do not count towards the pipeline value.
• A broker limited to their own records sees their own deals only.

New in this feature

The changes of this feature, newest first — one line per change, with the version it shipped in.

• App 0.41.0Pick several deals on the board at once and move, hand over or delete them together — also by right click.
• App 0.41.0See what each broker has won, booked and been paid this month, quarter or year — your share of every deal — and download it as a spreadsheet.
• App 0.41.0A deal's commission can now be agreed per side and shows net, VAT and gross at once, with a word when the law would object.
• App 0.41.0Deals in the sales pipeline's „Closed — Lost“ column no longer count towards the pipeline value.
• App 0.41.0See your stock at a glance: the objects list now shows how many objects stand in each stage, for how long, and which have been on the market longest.
• Platform 0.27.0Pets now get their work on cards done with every AI provider instead of failing before the first step.
• Platform 0.26.0The mail that hands someone a deal now names who handed it over and who else works on it.
• Platform 0.26.0A mail telling you that you were mentioned on a deal now says which deal and who works on it.
• Platform 0.26.0The AI assistants on your deals now always write in German, formally, and keep working when one AI provider is down.
• App 0.40.3Deals take labels: pick one your team already uses or type a new one, when creating a deal or on the deal itself.
• App 0.40.3A deal's anti-money-laundering check is now seen only by the deal's owner and the admins, and a firm can let only admins complete it.
• Platform 0.25.4A deal's anti-money-laundering check is kept to the deal's owner and the admins, and a firm can let only admins complete it.
• Platform 0.25.4A new workspace starts without sample deals; the empty board shows an example instead.
• App 0.40.0On a phone the pipeline list shows the deals' titles nearly in full instead of a column of empty dashes.
• App 0.40.0On a phone the calendar shows its Day / Week / Month picker up front instead of half hidden at the screen's edge.
• App 0.40.0The button in the new-deal dialog reads naturally in every language — "Create deal", "Deal anlegen", "Создать сделку".
• App 0.37.6On boards, a screen reader now says each column's name and offers one way to rename it.
• App 0.37.4The little calendar no longer changes height while you flip through months.
• App 0.37.3With a screen reader, calendar days are read with their full date, and removing a linked record says which one.
• App 0.37.3The pipeline report now explains its "to next stage" figure the way it is counted.
• Platform 0.19.1Objects moved over from another CRM keep their stage, from on the market to sold, instead of starting over.
• App 0.30.0The calendar stays usable while appointments load or before there are any, so you can book the first one.
• App 0.28.8An object's stage sits beside its name as a compact badge again.
• App 0.28.4The stage chip on an object has comfortable spacing again, so its label reads cleanly.
• Platform 0.17.9Approving a card's priority change applies it straight away.
• Platform 0.17.6Priority changes you approve for a pet take effect on the card, and its work is never cut short.
• App 0.27.0Under "What pets may do alone", your firm decides how far pets act on their own, task by task.
• App 0.27.0On the phone, proposals are checked by swiping through cards, and an unsure figure goes to the owner in one tap.
• Platform 0.17.0Deal and task histories stay clean, recording only real changes in who follows them.
• App 0.25.0Calendar appointments can be moved and resized from the keyboard, with screen readers announcing the new time.
• App 0.25.0Every board shows the card details your workspace chose, and follows a colleague's change while it is open.
• App 0.25.0The calendar can show a single colleague's appointments, and the link keeps that view for sharing.
• App 0.25.0A bell on each deal and task lets you follow it, so you only hear about the cards that matter to you.
• App 0.25.0In the calendar's month view, a deal spanning several days appears as one bar, not as a row of separate appointments.
• App 0.25.0Deal boards stay tidy on narrower screens, and compact cards fit more deals into each column.
• App 0.25.0A new board asks for its name first, so a misclick no longer leaves a stray board behind.
• App 0.25.0New boards and pipelines get distinct names, and a link to a missing deal leads you back to your workspace.
• App 0.25.0Deal comments update as colleagues write, edit or remove them, on the deal page and in the board's side panel.
• App 0.25.0Images and PDFs open right on the deal, and their links keep working however long the page stays open.
• App 0.25.0The time on a deal's header keeps up, so a page left open over lunch shows when the deal really changed.

… and 48 older changes.

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