Business Pipelines

Business Pipelines track active real estate transactions. Each pipeline is purpose-built for a specific transaction type, with stages that match your actual deal workflow.

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Your pipelines

Winnerr comes with a Relationship Pipeline by default. Your org admin can create additional business pipelines for:

• Buyer Pipeline — Clients looking to purchase
• Seller Pipeline — Clients listing a property
• Rental Pipeline — Landlords and tenants
• Pre-Construction Pipeline — Assignments and new builds
• Any custom pipeline your team uses

Each pipeline appears as its own item in the sidebar under Pipelines.

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Pipeline stages

Each business pipeline has its own set of stages. Here’s an example Buyer Pipeline:

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Adding a deal to a pipeline

From the Deals page, click New Deal and select the pipeline. Or open a contact and click Add to Pipeline to create a deal directly from their profile.

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Moving deals through stages

Drag and drop the deal card to advance it. Each move is logged in the deal’s activity timeline. You can also click the stage selector at the top of any Deal Detail page.

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Stage automations

Each stage can trigger automated actions — for example:

• Moving to Offer Submitted → Auto-send a “Your offer has been submitted” email to the client
• Moving to Conditional → Create a task: “Schedule home inspection”
• Moving to Closed → Log the commission, move client to the Relationship Pipeline under “Past Client”

Set these up in Workflows.

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Creating a new pipeline

Org admins can create a new business pipeline from Organization → Settings. You’ll define:

1. Pipeline name and type
2. Stage names and their order
3. Win stage (e.g., “Closed”) and loss stage (e.g., “Lost”)
4. Default assignee

Once created, the pipeline appears in the sidebar for all team members.