Duvall Homes CRM
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Duvall Homes CRM
Clients · Pipeline · Outreach
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Dashboard
Clients
Pipeline
Rentals
Vendors
Marketing
Time to reach out
Key dates & deadlines
next 60 days · tap ＋ to add to Google Calendar
Clients
+ Add client
All types
Past Client
Lead
Sphere / SOI
Active deals
+ Add deal
Rentals & tenancies
+ Add tenancy
Trusted vendors
+ Add vendor
All specialties
Campaigns
+ Log campaign
Pipeline by stage
Add client
Name
Partner / 2nd contact
Email
Second email
Phone
Type
Past Client
Lead
Sphere / SOI
Last contacted
Tags (comma separated)
Notes
Delete
Cancel
Save
Add deal
Client / lead name
Property address
Side
Buyer
Seller
Stage
Value ($)
Notes
Key dates & milestones
Type
Date
Add
Delete
Cancel
Save
Log campaign
Name
Type
Newsletter
Pocket mailer
Social post
Open house
Call round
Other
Date
People reached
Responses
Notes
Delete
Cancel
Save
Add vendor
Name
Company
Specialty
Stager
Photographer
Videographer
Home inspector
Mortgage broker
Real estate lawyer
General contractor
Electrician
Plumber
HVAC
Roofer
Painter
Cleaner
Landscaper
Handyman
Mover
Locksmith
Insurance
Phone
Email
Notes
Delete
Cancel
Save
Add tenancy
Property address
Landlord (client)
Status
Active
Renewal due
Notice given
Vacating
Renewed
Tenant name
Monthly rent ($)
Tenant email
Tenant phone
Lease start
Renewal / review date
Notes
Delete
Cancel
Save
