Successful sales begin with understanding the process. That’s why the Sales Funnel is implemented in CRM Plektan, which visually shows what happens with each listing and client at all stages of work.

With just a few clicks in the Analytics → Sales Funnel section, you get a complete picture in two directions:

— Sellers

— Buyers

Each funnel displays the key stages of the deal:

▪️ how many listings are still in progress

▪️ which properties have already been called (first contact with the client)

▪️ which have become promising — with secured listings, signed contracts, or positive client feedback

▪️ where discussions about price are already taking place after the showing

▪️ how many properties have deposits

▪️ and, most importantly, — how many deals have already been successfully completed

This allows you to quickly understand at which stage deals are “sticking” and where potential profit is being lost, which requires managerial intervention.

🔎 For deeper analysis, convenient filters are available:

you can view the funnel

— by departments

— by individual employees

— by property type

— for the selected period

Filters change with a single click — without unnecessary settings and complicated forms. And the best part is that the selected parameters can be saved. Saved searches allow you to instantly return to the required analytics without having to fill in the filters again.