AgentPipeline | Property Pipeline CRM

Modern calling pipelines for
property teams and solo agents.

Built for property teams and real estate agents working solo. Manage your own database, invite callers when you need them, and keep follow-ups moving.

Create client account

Name Company / Team Account Plan

Client accounts can only be created with Google or Outlook. Your account email will come from the provider you choose.

Calendar permission is requested during signup so AgentPipeline can sync your follow-ups and appointments.

Total Calls 0

Total Answers 0

Total Leads 0

Follow-Ups Due 0

Calls This Month0

Answers This Month0

Leads This Month0

Follow-Ups Due This Month0

Answer Rate 0% No calls logged yet

Lead Rate 0% No calls logged yet

Upcoming Appointments 0 future booked appointments

Active Stock 0 Active property listings

Setup Checklist

Setup progress

Calendar Sync Audit

Sync status

Getting Started

First account steps

1. Connect your calendar Open My Profile, connect Google or Outlook, then set your availability.

Guide

2. Use the sample import file Go to Import / Export, download the Excel template, fill it in, and review the import preview before saving.

Template

3. Start your first call Open Call Workspace, choose an outcome, add any follow-up or appointment details, then log the call.

Workflow

Need help? Email support@agentpipeline.co.za with your account email and a short description of what you need.

Support

Quick Actions

Jump to common workflows

Call Pipeline

0 records

Priority Follow-Ups

Today

Command Centre

Today

Priority Follow-Ups

0 due

Overdue Items

0 overdue

Appointments Today

0 booked

Callbacks

0 callbacks

Mandate Expiries

0 due soon

Urgent Leads

0 urgent

Search Status Suburb Street / Complex Called By

Call Workspace

0 visible

Select a lead to start calling.

Unprocessed Leads

New lead opportunities waiting to be worked.

0 leads

Processed Leads

Leads reviewed, actioned, or moved out of the active pipeline.

0 processed

Property Manager

0 properties

Search Status Suburb Street / Complex Sort

Client List

0 clients

Search Wrong numbers only

Follow-Up Queue

0 scheduled

Caller

Calendar

Appointments, follow-ups and blocked time

This month

Showhouse Planning

Create public buyer attendance links for listings

0 showhouses

Performance Reports

Select a caller and date range

Caller From To

Calls0

Answers0

Leads0

Wrong Numbers0

Answer Rate0%

Lead Rate0%

Appointments0

Follow-Ups Created0

Caller Targets

Daily and weekly progress

Report Charts

Selected date range

Calls vs Answers

Call Outcomes

Lead Split

Caller Breakdown

Calls, answers, leads, and wrong numbers

Caller	Calls	Answers	Leads	Wrong Numbers

Suburb Breakdown

Lead volume by area

Suburb	Records	Calls	Leads	Follow-Ups Due

Caller Profiles

0 callers

Add Caller

Name Email Temporary Password Status

Caller Goals Track calls, answers, and appointments for this caller.

Calls Daily Weekly Answers Daily Weekly Appointments Daily Weekly

Caller Screen Access Choose which screens and actions this caller can use.

Suburb Access

Select All suburbs, or choose the specific suburbs this caller may work.

Team Members

0 users

Invite Team Member

Create a login under your team subscription

Import from Excel

Upload the completed Excel template. The app matches the template headers and adds the rows to this user's database.

Choose Excel file

Excel Upload Template

Download a blank Excel template with the correct columns, fill it in, and import it using the panel on the left.

Account Export

Download this account's current data as a secure JSON export. Protected opt-out contact details stay hidden.

First Import Guide

Start with the Excel template, keep ID and phone columns as text, then upload and review the preview window. Duplicate warnings let you keep existing owners or replace them with new owner details before importing.

After import, open Call Workspace and use the first visible lead to confirm caller access, call outcomes, follow-ups, and calendar sync.

Import History

No imports loaded

Backend & Security Readiness

Production checklist

Onboarding Checklist

Setup progress

Duplicate Detection

0 warnings

Notifications

Follow-up reminders

Audit Trail

Recent activity

System Health

Not checked yet

Large Database Load Tests

Run the load test to prove the large-account screens stay fast.

Operational Issues

Recent Audit Trail

Warnings

Largest Accounts

Large Row Resolution Plan

Run the check to see the plan.

User List

0 users

Search Status Account Plan

User	Company	Plan	Plus	Status	Billing	Amount	Subscription	Last Paid	Next Due	Google	Last Login	Callers	Database	Actions

Opt Out List

0 ID numbers

ID Numbers Matching ID numbers are treated as Do Not Call and contact details are hidden across user accounts. Adding new IDs does not remove existing IDs.

Server Tools

Schedule or cancel a controlled restart for signed-in users.

Restart Time

No pending restart.

Subscription Controls

Turn Plus package selection on or off without removing Plus functionality.

Enable Plus subscriptions When off, users only see Standard packages. Super Admin can still manage Plus on user accounts.

Plus subscription status loading.

Background Jobs

Heavy work runs here so users can keep working while the server processes it.

Background jobs loading.

Changelog

0 updates

My Profile Account settings

Account Status Checking access

Days until next billing 0

Account plan

Data Privacy Account deletion request

This sends a request for permanent removal and creates a restore point first.

Google Calendar Not connected

Outlook Calendar Not connected

Calling Goals Track calls, answers, and appointments at the top of Call Workspace.

Availability Select working days and time ranges

Appointment Templates Used for calendar invites and confirmation reminders

Sent From Name

Calendar Invite Subject

Calendar Invite Details

Reminder Subject

Dropdown Options Choose the options your team sees across AgentPipeline.

Modern calling pipelines forproperty teams and solo agents.

Welcome back

Create client account

Setup Checklist

Calendar Sync Audit

Getting Started

Quick Actions

Call Pipeline

Priority Follow-Ups

Command Centre

Priority Follow-Ups

Overdue Items

Appointments Today

Callbacks

Mandate Expiries

Urgent Leads

Call Workspace

Lead Filters

Unprocessed Leads

Processed Leads

Property Manager

Client List

Follow-Up Queue

Calendar

Showhouse Planning

Performance Reports

Caller Targets

Report Charts

Caller Breakdown

Suburb Breakdown

Caller Profiles

Add Caller

Team Members

Invite Team Member

Import from Excel

Excel Upload Template

Account Export

First Import Guide

Import History

Backend & Security Readiness

Onboarding Checklist

Duplicate Detection

Notifications

Audit Trail

System Health

Large Database Load Tests

Operational Issues

Recent Audit Trail

Warnings

Largest Accounts

Large Row Resolution Plan

User List

Opt Out List

Server Tools

Subscription Controls

Background Jobs

Changelog

Showhouse WhatsApp Templates

Showhouse Email Templates

Modern calling pipelines for
property teams and solo agents.