AgentPipeline — Property momentum, organised

Modern calling pipelines for
property teams and solo agents.

Built for property teams and real estate agents working solo. Manage your own database, invite callers when you need them, and keep follow-ups moving.

Create client account

Name Company / Team Account Plan

Client accounts can only be created with Google or Outlook. Your account email will come from the provider you choose.

Calendar permission is requested during signup so AgentPipeline can sync your follow-ups and appointments.

Core

Sales

Database

Work

Insights

People

Account

Your live workspace

Good morning

Here is what needs your attention today.

Live CRM data

0/0

Finish setting up your workspaceOnly incomplete tasks appear here

Best next action

Create the next meaningful conversationYour highest-priority commitment will appear here.

CallsThis month

Answer rateNo calls this month

AppointmentsUpcoming bookings

Pipeline valueDeal pipeline

R 0

Work queue

Today’s priorities

Ordered by urgency and value

Schedule

Next up

Your next scheduled commitments

Performance pulse

Calls are turning into opportunities

Daily calls and answers for this week

Calls Answers

Deal momentum

Pipeline movement

Where value is progressing

Team

Team snapshot

This week's activity

Today

Your day, at a glance

Work the next best action without hunting through the CRM.

✓

Today’s progress

0 of 0 actions complete

0% completeNo actions due today

Smart agenda

Today’s timeline

Calls, follow-ups and appointments in one sequence

Needs attention

Everything that could block progress

Search Status Suburb Street / Complex Called By

Queue filters

Call Workspace

0 visible

Select a lead to start calling.

CALLER SETTINGS

Retry rules by outcome

These rules are applied when a caller logs an outcome.

Preset

OUTCOMEMAX ATTEMPTSMINIMUM WAITALTERNATIVE NUMBERWHEN EXHAUSTED

QUEUE GUARDRAILS

Rules applied to every campaign

Respect working hoursOnly return records between 08:00 and 17:30. Prevent duplicate callsLock a contact while another caller is working it. Protect Do Not Contact recordsNever place suppressed numbers back into a queue.

Unprocessed Leads

New lead opportunities waiting to be worked.

Processed Leads

Leads reviewed, actioned, or moved out of the active pipeline.

Property Manager

0 properties

Search Status Suburb Street / Complex Sort

Client List

0 clients

Search Wrong numbers only

FOLLOW-UP WORKSPACE

Keep every promise

Work the most urgent follow-ups first, keep the context close, and move each conversation forward.

Today's progress 0 of 0 completed

No follow-ups due today

Overdue0Needs attention

Due today0Still open

Upcoming0Planned ahead

Completed0Completed today

Find a follow-up

Search, filter and choose a view

0 scheduled

Search Caller Follow-up type

Open follow-ups

Ordered by urgency and due date

This month

Showhouse Planning

Create public buyer attendance links for listings

0 showhouses

Revenue workspace

Deal Pipeline

Move opportunities from first interest to a signed, completed deal.

Open Deals0Active opportunities

Pipeline ValueR 0Total open value

Weighted ForecastR 0Adjusted by probability

Won Deals0Completed opportunities

Loading pipeline…

Advanced analytics

Performance at a glance

Calls, conversion, pipeline, productivity, areas and data quality—scoped to the selected caller.

Loading analytics…

Journey from Call to Sale

Where opportunities progress or fall away

What Needs Attention

Prioritised from live CRM data

Best Calling Times

When selected calls are most likely to be answered

Call Outcome Mix

What happened after call attempts

Outcome Criteria Breakdown

Reasons, handling choices, appointment paths and detailed selections from each outcome

Caller Performance

Selected date range

Caller / Date	Calls	Answers	Leads	Wrong Numbers

Call Performance Charts

Selected caller and period only

Calls vs Answers

Call Outcomes

Lead Split

Pipeline by Stage

Deal count, value and age

Commission Breakdown

Gross, company, agent and caller shares

Revenue Forecast

Expected close month

Month	Deals	Pipeline	Weighted	Commission

Deal-source Performance

Which channels create won value

Source	Deals	Won	Win Rate	Value Won

Area Performance

Where calls convert into leads, appointments and revenue

Suburb	Calls	Answer Rate	Leads	Appointments	Appt. Rate	Deals	Pipeline	Won Value

Lead-source Performance

Which sources create pipeline and completed deals

Source	Deals	Won	Lost	Win Rate	Pipeline	Value Won

Caller Profiles

0 callers

Add Caller

Name Email Temporary Password Status

Caller Goals Track calls, answers, and appointments for this caller.

Calls Daily Weekly Answers Daily Weekly Appointments Daily Weekly

Caller Screen Access Choose which screens and actions this caller can use.

Suburb Access

Select All suburbs, or choose the specific suburbs this caller may work.

Team Members

0 users

Invite Team Member

Create a login under your team subscription

Import from Excel

Upload the completed Excel template. The app matches the template headers and adds the rows to this user's database.

Choose Excel file

Excel Upload Template

Download a blank Excel template with the correct columns, fill it in, and import it using the panel on the left.

Account Export

Download this account's current data as a secure JSON export. Protected opt-out contact details stay hidden.

First Import Guide

Start with the Excel template, keep ID and phone columns as text, then upload and review the preview window. Duplicate warnings let you keep existing owners or replace them with new owner details before importing.

After import, open Call Workspace and use the first visible lead to confirm caller access, call outcomes, follow-ups, and calendar sync.

Import History

No imports loaded

Backend & Security Readiness

Production checklist

Onboarding Checklist

Setup progress

Duplicate Detection

0 warnings

Notifications

Follow-up reminders

Audit Trail

Recent activity

System Health

Not checked yet

Large Database Load Tests

Run the load test to prove the large-account screens stay fast.

Operational Issues

Recent Audit Trail

Warnings

Largest Accounts

Large Row Resolution Plan

Run the check to see the plan.

User List

0 users

Search Status Account Plan

User	Company	Plan	Plus	Status	Billing	Amount	Subscription	Last Paid	Next Due	Google	Last Login	Callers	Database	Actions

Opt Out List

0 ID numbers

ID Numbers Matching ID numbers are treated as Do Not Call and contact details are hidden across user accounts. Adding new IDs does not remove existing IDs.

Server Tools

Schedule or cancel a controlled restart for signed-in users.

Restart Time

No pending restart.

Subscription Controls

Turn Plus package selection on or off without removing Plus functionality.

Enable Plus subscriptions When off, users only see Standard packages. Super Admin can still manage Plus on user accounts.

Plus subscription status loading.

Background Jobs

Heavy work runs here so users can keep working while the server processes it.

Background jobs loading.

Changelog

0 updates

Your workspace

My Profile

Account settings

Profile setup0%

Complete your profile settings

Account active

My Profile Account settings

Account Status Checking access

Days until next billing 0

Account plan

Data Privacy Account deletion request

This sends a request for permanent removal and creates a restore point first.

Templates

Keep every client message consistent

Edit the wording used for invitations, reminders, WhatsApp, email and showhouse messages.

Calendar invitation

Sent when an appointment is confirmed.

Active

Sent From Name

Calendar Invite Subject

Calendar Invite Details

Reminder Subject

Live preview

Your message preview will appear here.

Modern calling pipelines forproperty teams and solo agents.

Welcome back

Create client account

Outcomes that decide what happens next

Call Workspace

Retry rules by outcome

Rules applied to every campaign

Lead Filters

Unprocessed Leads

Processed Leads

Property Manager

Client List

Keep every promise

Find a follow-up

Open follow-ups

Showhouse Planning

Performance at a glance

Journey from Call to Sale

What Needs Attention

Best Calling Times

Call Outcome Mix

Outcome Criteria Breakdown

Caller Performance

Call Performance Charts

Full Conversion Funnel

Conversion Speed

Drop-off and Loss Reasons

Pipeline by Stage

Commission Breakdown

Revenue Forecast

Deal-source Performance

Goal Attainment

Workload Health

Area Performance

Lead-source Performance

Data-health Score

Measurement Gaps

Data-quality Action Queue

Revenue and Conversion Intelligence

Reporting Period

Pipeline health

Conversion Funnel

Pipeline by Stage

Revenue Forecast

Source Performance

Caller Targets

Call Performance Charts

Caller Breakdown

Suburb Breakdown

Caller Profiles

Add Caller

Team Members

Invite Team Member

Import from Excel

Excel Upload Template

Account Export

First Import Guide

Import History

Backend & Security Readiness

Onboarding Checklist

Duplicate Detection

Notifications

Audit Trail

System Health

Large Database Load Tests

Operational Issues

Recent Audit Trail

Warnings

Largest Accounts

Large Row Resolution Plan

User List

Opt Out List

Server Tools

Subscription Controls

Background Jobs

Changelog

Calendar invitation

Showhouse WhatsApp Templates

Showhouse Email Templates

Turn enquiries into complete buyer profiles

Modern calling pipelines for
property teams and solo agents.