Lead & Pipeline Management
Every lead, followed up, and moved forward
From the first enquiry to a closed deal, BrokerCircle keeps every lead, every follow-up, and every stage of your pipeline in one place — so nothing sits forgotten.
Capture leads without duplicates
Add leads one at a time or bring in a list with CSV import — download a template, map your columns, and upload. New leads are checked against your existing, still-open leads by phone number, so the same person landing on your list twice doesn't turn into two records to work separately. Each lead keeps track of where it came from, its budget range, configuration, and which teammate it's assigned to.
Follow-ups that don't get lost
Log a follow-up against a lead with a due date and notes, and track it through pending, done, snoozed, or cancelled — instead of relying on memory or a sticky note. A lead's next follow-up date is always visible, so a promising conversation never quietly goes cold.
From lead to contact to opportunity
When a lead is ready to move forward, convert it to a contact with one action, then add a requirement for them. From there it becomes an opportunity that carries its own pipeline stage, a match score against your inventory, and an estimated deal value — so you always know where each client actually stands, not just that they're "in progress" somewhere.
Deals with brokerage tracked, not guessed
When an opportunity closes, the resulting deal records the deal value alongside a brokerage type and rate, so the brokerage amount owed is calculated rather than worked out by hand — with its own status separate from the deal itself, so you can see what's closed and what's still to be collected.