Pure CRM

Your sphere, your pipeline, and the action plans that keep every relationship moving.

New Lead 4

Daniel & Mia ChoBuyer · $450–525k
WEB INQUIRY

Priya NairSeller · 220 Cedar Hill
ZILLOW

Tom BradleyBuyer · relocating
REFERRAL

Nurturing 3

The HendersonsBuyer · pre-approval pending
DAY 12 / 30

Grace LiuSeller · spring listing
DAY 5 / 45

Active 3

Sara & Jon PatelUnder contract · 88 Harbor View
CLOSING 7/2

Marcus ReedListed · 1429 Oakmont
3 SHOWINGS

Past Client 41

The OkaforsClosed 2024 · anniversary 8/14
SPHERE

Janet ColeClosed 2023 · review left
ADVOCATE

Action plan — Daniel & Mia Cho New buyer · 7-touch

Welcome callIntro + needs assessment

Send buyer guide + portal invitePURE Search saved

Pre-approval check-inConfirm lender + budget

DUE TODAY

First showing tourSchedule 3–4 properties

+3 DAYS

Market education touchComps + Market Meter share

+7 DAYS

Recent activity

Call — Daniel Cho14 min · discussed budget & timeline

2h ago

Email — Grace LiuSent listing prep checklist

Yesterday

Text — The Hendersons“Pre-approval letter attached”

Tue

Note — Marcus ReedWants to drop price $5k after weekend

Tue

Call — Priya NairMissed — left voicemail

Mon

Pure CRM · auto-builds action plans by stage · brought up to the 5.0 standard from 4.8 · open People Research · conversation goal