The SiteStakes CRM is where leads live after they fill out one of your forms. It's a lead management system built for real estate investors and agents — without it, leads pile up in an inbox and you forget who you owe a callback. With it, every lead lands in a pipeline organized by stage, scored by motivation, and ready for the next action.

A typical day works like this: a seller submits your cash offer form at 9am. The form automation creates a lead, assigns it to your seller pipeline at "New Lead" stage, scores it based on what they filled in plus the property data the platform pulls. You open the SiteStakes CRM at 9:05, see a fresh card in the New Lead column with a Hot badge on it, click it, see the property is high-equity and the owner is absentee. You call. At 9:20 you drag the card from New Lead to Contacted, set a follow-up task, and move on to the next one.

The whole thing is built around making "who do I call next" a one-glance answer. You're not searching through spreadsheets or your inbox — every lead is right there on a board.

Open the back office and click CRM in the sidebar. The default view loads your primary pipeline (Seller Pipeline on most site types) with leads grouped by stage in a kanban layout.

Above the board you'll see a stats strip showing your totals — Total Leads, Hot Leads (score 50+), Warm Leads (score 20–49), and how many leads moved stages this week. The strip updates live as you work the leads.

If you have multiple pipelines (for example, separate Seller and Buyer pipelines, or a custom pipeline for wholesale deals), a dropdown at the top lets you switch between them. Each pipeline has its own stages, its own scoring rules, and its own kanban view.

The CRM kanban board shows every lead in your current real estate sales pipeline as a card, grouped by what stage they're in. Each stage is a column. You read the board left-to-right — newest leads on the left, closed deals on the right.

A standard Seller Pipeline has these stages:

• New Lead. Just submitted a form. No contact made yet.
• Contacted. You reached out (email, call, SMS) but no response yet.
• Appointment Set. They responded and you have a call or meeting scheduled.
• Offer Sent. You've made an offer on the property.
• Under Contract. They accepted, contract is signed.
• Closed Won. Deal closed, you bought the property (or assigned the contract).
• Closed Lost. Deal didn't close — they sold to someone else, changed their mind, or never responded.

Leads start in New Lead and move right as the deal progresses. See Understanding Your Default Pipeline for the full stage definitions and probabilities.

Each card shows a quick view of the lead so you can scan the board and know what's worth your attention:

• Name and phone number. The basics for making the call.
• Score badge. 🔥 Hot, 🌤 Warm, or ❄️ Cold based on the lead's score.
• Source tag. Which form they came from (Cash Offer, Buyer Signup, etc.).
• Property snippet. If the form captured an address, the street and city show on the card.
• Time in stage. How long the lead has been sitting at the current stage.

Click a card to open the lead detail drawer. The drawer slides in from the right and shows everything the CRM knows about that lead — contact info, the form they submitted, property data, comps and offers if you've run them, activity timeline, notes, and tasks.

The fastest way: drag the card from one stage to the next. The card snaps into the new column, the lead's stage updates immediately, and the move shows up in the activity timeline. This is the core of the investor CRM pipeline view — leads move visually as deals progress.

For bulk work, select multiple cards with the checkboxes (click the checkbox in the card's top-right corner) and use the bulk action menu to move them all together. Useful at end-of-day when you want to push a batch of "called but no answer" leads from New Lead to Contacted.

See Moving Leads Through Pipeline Stages for the full mechanics — drag-and-drop, bulk moves, automatic stage triggers, and what happens when you close a lead as Won vs Lost.

The filter bar above the kanban has the controls you need to slice the board:

• Search. Type a name, email, phone, or property address. The board filters as you type.
• Score range. Show only Hot leads, only Warm, or both.
• Source. Filter to leads from a specific form.
• Tags. Filter to leads that have a specific tag (e.g., motivated, callback, refi).
• Date range. Show leads created in the last 7 days, 30 days, or a custom range.

You can also save common filter combinations as Saved Filters so you can come back to them with one click. A favorite saved filter for most tenants is "Hot leads in New Lead stage, last 7 days" — that's your priority list for the morning.

See Saved Filters and Segments for how to set those up.

• Open the SiteStakes CRM first thing every morning. Even before email. The board tells you who you need to call.
• Work hot leads first. A red 🔥 badge means high score — motivated seller, good property, or fresh submission. Call them before they call someone else.
• Move cards in real time. Don't batch your stage moves at end of day. Drag the card the moment the conversation ends. The timeline becomes useful only when it reflects what actually happened.
• Add notes on every call. Even short ones. "Called, no answer, left voicemail" is enough. Future-you will appreciate knowing whether you've already tried.

For more on adding context to leads, see Adding Notes, Tasks, and Files to Leads. For how scoring and tags work, see Lead Scoring and Tags.