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Sales Funnel

The sales funnel feature lets you track where each client is in your sales process — from the very first message to a completed transaction. It gives you and your team a clear, visual picture of your entire pipeline at any moment.

What Is a Sales Funnel?​

A sales funnel is a series of stages that a lead moves through before becoming a client. You define the stages to match your own sales process. A typical example might look like this:

  1. New Lead — first contact made
  2. Interested — asked about specific properties or services
  3. Visit Scheduled — booked a site visit or appointment
  4. Visit Completed — attended the showing
  5. Proposal Sent — received pricing or a formal offer
  6. Negotiating — in active discussion about terms
  7. Closed — signed or sold

You are not limited to these stages — you can create any set of stages that reflects how your business works.

Setting Up Your Funnel​

Funnel stages are configured in the Analytics → Funnel Settings section of the dashboard. For each stage you can set:

  • A name and description
  • A color for quick visual identification
  • Whether team members can manually move clients into this stage

Moving Clients Through the Funnel​

Manually​

From the client's profile or the analytics dashboard, any agent can move a client to a new stage. When doing so, they can optionally log a note explaining why the move was made.

Automatically​

You can configure rules that move clients automatically. For example:

  • When a meeting is completed, automatically move the client to "Visit Completed"
  • After a client spends more than 7 days in a stage with no activity, move them to "Follow-up Needed"

Funnel Analytics​

The Funnel Analytics section shows:

  • How many clients are currently in each stage
  • Average time clients spend in each stage
  • Conversion rates between stages

This helps you quickly identify where leads are getting stuck or dropping out of your pipeline.

Integration With the Bot​

The bot is aware of each client's funnel stage and uses this context when generating responses. For example:

  • A brand new lead receives a full introduction to your products and services
  • A client already in "Visit Scheduled" might receive a confirmation and pre-visit information
  • A client in "Negotiating" might receive different follow-up messages than an unqualified new lead

This ensures every client receives communication that's appropriate to where they are in the process.