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Deal Pipeline & CRM

Your entire book of business lives on a visual Kanban board. Drag deals across stages you define yourself, from first enquiry through to settlement, and open any deal for a complete view of contacts, documents, tasks, notes, communications and AI insights. Switch between Kanban, table and list views, and filter by stage, owner, value, probability or date to manage deals at any scale.

Key Features

Customisable pipeline stages

Name, colour and order your own stages. Defaults map to Connective Mercury out of the box.

360-degree deal view

Contacts, documents, tasks, notes, communications and AI insights on one screen.

Kanban, table and list views

Work the way you prefer and switch between views instantly.

Advanced filtering and search

Filter by stage, owner, value, probability or date, with full-text search across the book.

AI lead scoring

Every deal gets a quality score based on its characteristics and client engagement.

Bulk actions

Update, reassign or progress many deals at once.

Won and lost tracking

Mark outcomes with reasons so you can learn from your pipeline.

Complete audit trail

Every change is logged automatically for accountability and compliance.
Deal Pipeline & CRM in the Lend1 platform

Your pipeline in real time

Real-time updates mean your team sees deals move as they happen. Each deal page carries a full activity timeline, linked contacts with their own communication history, tasks with due dates and overdue flags, internal notes for collaboration, and AI suggestions for the next best action.

  • Real-time board that updates as your team works
  • Activity timeline on every deal
  • Tasks with due dates and overdue tracking
  • Internal notes for team collaboration
  • AI-suggested next actions per deal
Deal Pipeline & CRM in the Lend1 platform
Tasks

Tasks that keep every deal moving

Every task carries a title, a priority (low, normal, high or urgent), a due date and an owner, and links to the deal or contact it belongs to. Work from one task list with Pending, Overdue, All and Completed tabs, switch between your own tasks and your team's, or open any deal to see its tasks with an overdue count in the header. Overdue tasks show in red on the list, in the deal overview and on the dashboard.

Reminders by email or SMS

Set a reminder time on any task and get an email or text on the day it is due.

Overdue alerts

An hourly check flags overdue tasks and notifies the assignee in-app and by email.

Assign across the team

Hand a task to any staff member. They are notified in-app and by email the moment it lands.

Created by automations

Flows create tasks on their own, with merge fields in the title and a due date set relative to the trigger.

Ask the AI to do it

Tell the Staff Copilot to create a task for tomorrow at 2pm, list your overdue tasks, or complete one by name.

Synced to Connective and Google Calendar

Tasks mirror to Connective against the loan or person, and land on the assignee's Google Calendar.
  • Task completed and task overdue fire automation triggers
  • Tasks available as a report builder data source
  • Every task change logged in the deal's activity timeline
  • Pending and overdue task counts on the dashboard

More than a generic CRM

Built for brokers who need more than a generic CRM. Deal Pipeline replaces scattered spreadsheets and disconnected tools with one intelligent platform that keeps the whole team aligned from first enquiry to settlement, and syncs two-way with Connective so you are never double-keying.

  • Two-way Connective Mercury and Nexus sync
  • Deal assignment and team collaboration
  • Automation triggers tied to deal activity
  • Complete, automatic audit trail
See also
Works with

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Ready to streamline your brokerage?

Automate your back office, onboard clients through a branded portal, and let AI handle the document work. Spend your time on the conversations that win deals.