Everyone on the team needs a different view of the same pipeline. The owner wants the numbers. The negotiator wants today's list. The office manager wants to know what's stuck. Seen gives each of them the view they need, from the same live data.
Dashboards
Your dashboard shows what matters this week: new enquiries, how fast they were answered, viewings and valuations booked, priority leads, and what's waiting on a reply. It's built to be understood in seconds, not studied.
Kanban
The kanban board lays your pipeline out as columns - one per stage - with each lead as a card. Drag a card to move it on. It's the fastest way to see where work is piling up and what's ready for the next step.
Docs & forms
- Docs: keep scripts, process notes and handover guides next to the pipeline they describe, so the team works the same way.
- Forms: build the enquiry and valuation forms that feed straight into your pipeline, with consent captured at the source.
One system, many views
Dashboards, the board, docs and forms aren't separate tools to keep in sync. They're views onto the same leads in Seen CRM - so when something changes in one place, it's right everywhere.
Want to see your own pipeline on a Seen dashboard? Book a walkthrough.
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