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Agent CRM Dashboard Demo — Buyer Pipeline Management

Buyers

Manage your buyer pipeline and client relationships

Showing 8 of 8 buyers
RW

Robert Wilson

rwilson@email.demo(715) 555-0203
Offer
Budget
$500,000 - $700,000
Beds
4+ beds
Source
Referral
Agent
Sarah Johnson
Last Contact
Dec 18, 2024
Notes: Executive at local manufacturing company. Cash buyer with financing pre-approved as backup. Made offer on prop-004, negotiating counter-offer.
MA

Michael Anderson

manderson@email.demo(715) 555-0201
Showing
Budget
$280,000 - $380,000
Beds
3+ beds
Source
Website
Agent
Sarah Johnson
Last Contact
Dec 17, 2024
Notes: Relocating from Milwaukee for work at Wausau Paper. Wants good schools for 2 kids (ages 8 and 11). Prefers newer construction but open to updated older homes.
ST

Sarah Thompson

sthompson@email.demo(715) 555-0204
Under Contract
Budget
$220,000 - $300,000
Beds
3+ beds
Source
Open House
Agent
Mike Thompson
Last Contact
Dec 16, 2024
Notes: Met at Rothschild open house. Young family with a dog. Offer accepted on prop-005, closing scheduled for Jan 15.
LJ

Lisa Johnson

ljohnson@email.demo(715) 555-0206
Showing
Budget
$140,000 - $180,000
Beds
2+ beds
Source
Website
Agent
Emily Chen
Last Contact
Dec 16, 2024
Notes: Recently divorced, downsizing from house. Empty nester looking for something easy to maintain. Interested in condo lifestyle.
JM

Jennifer Martinez

jmartinez@email.demo(715) 555-0202
Qualified
Budget
$150,000 - $200,000
Beds
2+ beds
Source
Zillow
Agent
Emily Chen
Last Contact
Dec 15, 2024
Notes: First-time buyer, single professional. Works remotely for a tech company. Loves the downtown vibe but budget-conscious. Very motivated.
DC

David Chen

dchen@email.demo(715) 555-0205
New Lead
Budget
$250,000 - $350,000
Beds
3+ beds
Source
Realtor.com
Agent
Tom Mueller
Last Contact
Dec 14, 2024
Notes: Interested in hobby farming / larger property. Needs to get pre-approved first. Works as an engineer at Greenheck.
JM

James Miller

jmiller@email.demo(715) 555-0207
Closed
Budget
$350,000 - $450,000
Beds
4+ beds
Source
Referral
Agent
Mike Thompson
Last Contact
Dec 1, 2024
Notes: Closed on prop-010 on December 1st. Very happy with the purchase. Referred two colleagues.
AB

Amanda Brown

abrown@email.demo(715) 555-0208
Inactive
Budget
$180,000 - $250,000
Beds
3+ beds
Source
Cold Call
Agent
Emily Chen
Last Contact
Nov 1, 2024
Notes: Was interested but decided to wait until spring. Said to check back in March 2025.