Complete Deal Pipeline Overview
Learn how to use Tesoro CRM's powerful deal pipeline system to manage your sales process from lead to closing with AI-powered matching and real-time collaboration.
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The deal pipeline system is the heart of your sales process in Tesoro CRM. It provides a visual, structured way to track all active deals from first contact to successful closing.
With advanced features like AI-powered property matching, drag-and-drop Kanban boards, and real-time team collaboration, you can effectively manage your entire sales funnel and maximize your conversion rates.
Key Benefits of Deal Pipeline
Pipeline Structure and Stages
The Tesoro deal pipeline consists of customizable stages that reflect your sales process. The default pipeline includes:
- Lead: Initial contact, basic qualification
- Qualification: Budget and timeline verified
- Viewing: Property viewings scheduled and completed
- Negotiation: Offer negotiation active
- Closing: Contract preparation and signing
- Won: Deal successfully closed
- Lost: Deal did niet close
Each stage can be customized to your specific business process with custom naming and business rules.
Working with the Deal Pipeline
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1. Navigate to Deals
Open the deals section from the main menu. You'll immediately see the Kanban board view with all active deals grouped by stage.
View options:
- Kanban view: Visual board with columns per stage
- List view: Table view with all deal details
- Calendar view: Deals organized by closing date
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2. View Deal Information
Click on a deal card to open the detail view. Here you'll see:
- Contact info: Primary contact and additional participants
- Properties: All linked properties with offer status
- Deal value: Expected value and commission calculation
- Timeline: Activity history and upcoming tasks
- notes & comments: Team communication and client notes
- Documents: Contracts, offers, and related files
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3. Update Deal Status
Move deals through the pipeline with drag-and-drop or via the status dropdown:
Drag-and-drop method:
- Drag deal card to new stage column
- System automatically validates the transition
- Team receives real-time nietification
- Activity is automatically logged
Status dropdown method:
- Click on status dropdown in deal detail
- Select new status
- Optional: add niete about reason for change
- Save and system updates pipeline view
AI-Powered Property Matching
One of the most powerful features of the Tesoro deal system is the AI-powered property matching engine. It automatically analyzes buyer preferences and suggests matching properties.
How AI matching works:
- Budget analysis: Matches properties within price range (min-max)
- Location preferences: Geographic and neighborhood matching
- Property type: House, apartment, villa, commercial, land
- Size requirements: Bedrooms, bathrooms, square meters
- Features matching: Pool, garage, garden, parking, etc.
- Market timing: Availability aligned with buyer timeline
The system calculates a match score (0-100%) for each property and ranks suggestions from high to low compatibility.
Best Practices for Deal Management
Next Steps
Now that you understand the basics of the deal pipeline system, you can dive deeper into specific features:
- Learn how to create new deals and link contacts and properties
- Discover the Kanban board interface for visual pipeline management
- Master deal value and commission tracking for accurate forecasting
- Explore team collaboration features for shared deal ownership
- Set up automation workflows to eliminate repetitive tasks
Check the related articles below for detailed guides on each of these topics.
Frequently Asked Questions
How many deals can I have active at once?
Tesoro CRM has no limit on the number of active deals. The system is built for enterprise-level usage and automatically scales with your business growth.
Can I customize the pipeline stages?
Yes! The pipeline stages are fully configurable. You can add, rename, remove stages and set business rules per stage to adapt the system to your specific sales process.
How accurate is the AI property matching?
The AI matching engine analyzes 10+ criteria (budget, location, type, size, features) and continuously learns from user feedback. Accuracy improves as you process more deals and geef feedback on suggestions.
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