A pipeline is a set of stages a lead moves through as the deal progresses. The SiteStakes CRM ships with a default CRM pipeline real estate investors and agents can use immediately — the moment your site goes live, the stages exist. The investor lead pipeline that fits your site type is pre-built and ready.

Each stage has a name, a color, and a win probability — the rough chance a deal at that stage will close. New Lead is 5%. Closed Won is 100%. The probabilities power the CRM's pipeline forecast.

Three default pipelines, auto-assigned by site type:

• Seller Pipeline. For sites that capture sellers. Includes buying, selling, wholesale, land, agent, apartments, mobile homes, and mortgage notes.
• Buyer Pipeline. For sites with listings. Selling, wholesale, and agent sites get this one.
• Tenant Pipeline. Rental sites only.

Some site types get both. Agent and wholesale sites have a Seller Pipeline AND a Buyer Pipeline. The dropdown above the kanban switches between them.

The default seller pipeline stages number seven, with win probabilities in parentheses:

• New Lead (5%). Form submitted. No contact yet.
• Contacted (15%). You reached out. No real conversation yet.
• Appointment Set (30%). A meeting or call is scheduled.
• Offer Sent (50%). You've made an offer on the property.
• Under Contract (75%). Offer accepted, contract signed.
• Closed Won (100%). Deal closed.
• Closed Lost (0%). They sold to someone else, changed their mind, or ghosted.

The buyer pipeline default has the same shape as the seller side, with buyer-specific language:

• New Lead (5%). Buyer signed up or submitted a form.
• Qualified (20%). Confirmed they have the capital and intent to buy.
• Showing (35%). Touring a property you sent.
• Offer Received (50%). They've made an offer.
• Under Contract (75%). Offer accepted, contract signed.
• Closed Won (100%). Sold to them.
• Closed Lost (0%). They walked or lost the deal to another buyer.

The Tenant Pipeline is the default CRM pipeline real estate rental sites get. This tenant pipeline real estate workflow tracks every applicant from inquiry to lease.

The stages are:

• New Inquiry. Rental inquiry form submitted.
• Application Received. Full application filled out.
• Screening. Credit, background, and reference checks underway.
• Approved. Passed screening. Ready to sign.
• Lease Signed. Tenant moving in.

If your site isn't rental, you won't see this pipeline.

• Don't skip stages. Move the card through each stage as the lead progresses. Skipping the default CRM pipeline stages breaks the forecast.
• Use Closed Lost honestly. A ghosted lead is Lost, not stuck at Contacted forever.
• Trust the probabilities. They're calibrated for typical real estate deals. If your real win rate is way off, the stage assignment is probably wrong.

For more on moving leads through stages, see Moving Leads Through Pipeline Stages. For the CRM as a whole, see SiteStakes CRM Overview.