Platform›CRM Pipeline
Sell

247 leads. You know which ones close this month.

Your CRM before Orkasa
Excel with 12 tabs · every agent on their own version · no single source of truth.
Your agents don't open the CRM because "it tells them nothing".
Last Friday of the month you look at the deals · 6 went cold · too late.

Native real estate kanban (New → Qualified → Visit → Offer → Negotiation → Closed) · automatic zone-based assignment · AI score · cold lead alerts · auto-calculated multi-broker splits. Your agents open it every morning before Gmail · because it tells them what they'll close today.

Try free for 14 days Watch live demo
✓ Import your Excel✓ 6 native real estate stages✓ Auto multi-broker splits
O
Pipeline · May 2026
Premier Real Estate · 14 agents
LIVE
New
42$8.4M
Sofía M.
Torre Bahía
$310K78
Diego R.
PH San Francisco
$420K82
Lucía F.
Apt. Bella Vista
$185K65
Qualified
28$6.7M
Patricia L.
PH Punta Pacífica
$495K85
Andrés C.
Apt. Marbella
$245K72
Visit
18$4.5M
Mariana P.
Casa Costa Sur
$380K88
Jorge T.
PH Avenida Balboa
$580K90
Offer
12$3.8M
Fernando V.
Torre Pacífico
$340K86
Adriana M.
PH Cinta Costera
$420K82
Negotiation
8$2.4M
Carlos B.
Casa Costa del Este
$475K94
Isabel R.
PH Bahía
$315K91
Closed
14$4.1M
Eduardo M. ✓
PH Premium · signed
$525K100
Camila S. ✓
Apt. Marbella · signed
$268K100
Total pipeline
$25.9M
↑ 14%
Win rate
28%
↑ 5pts
Forecast Q
$1.8M
94% accuracy
Cold alerts
12
+3 today
CRM Pipeline · real numbers
23 480
Active deals in pipeline
$4.2B
Total value tracked
87%
Leads don't go cold vs 34% Excel
3.4×
More conversions vs generic CRM
Customizable pipeline · no code

6 native stages. Or whatever you want.

Default real estate pipeline · ready in 5 minutes. Add stages, rename them, configure automatic assignment rules. No Salesforce admin · no developer.

Pipeline editor · drag-and-drop
CUSTOM MODE
New⋮⋮
42 leads · auto
Qualified⋮⋮
28 leads · AI
Visit⋮⋮
18 deals
Offer⋮⋮
12 deals
Negotiation⋮⋮
8 deals
Closed⋮⋮
14 signed
Assignment rules
8 ACTIVE
IF zone = Costa del Este → Carolina
IF value > $300K → Top closer
IF language = English → María José
Automatic alerts
4 ACTIVE
IF lead > 7 days without reply → Manager alert
IF visit > 14 days without progress → Move to Cold
IF offer without update > 5 days → Auto follow-up
Manager dashboard · forecast + ranking

Know what you'll close. Before month-end.

AI forecast with 94% accuracy · live agent ranking · cold deal alerts. Your weekly board report, already done.

Monthly forecast · AI
Q2 2026
Forecast Q2
$1.84M
↑ 18% vs Q1
Closed May
$612K
33% of Q
AI accuracy
94%
6 months tracking
E
F
M
A
M
J
J
A
Closed
AI forecast
Agent ranking · month
14 agents
1
CM
Carolina Méndez
Costa del Este · top closer
8$3.4M
2
MJ
María José Rivera
Punta Pacífica · English
6$2.1M
3
AV
Andrés Vargas
San Francisco · luxury
5$1.8M
4
FA
Fernando Aguilar
Bella Vista · residential
4$1.2M
Urgent alerts
12 active
Hot lead with no reply · 12h
Roberto González·Score 87·Carolina M.
12h
Offer expires in 24h
Carlos Bustamante·$475K
24h
Scheduled visit · confirm
Sofía Martínez·Tomorrow 10am
18h
3 cold leads · reactivation template
14+ days without contact
14d
Eduardo Méndez signed · $525K
Commission $26K split 3-way
2h
Your weekly board report · automatic
Watch demo ›
Multi-broker splits · auto-calculated

Commissions without fights. Without Excel.

Configure splits once (scout 30% · closer 40% · house 30%) · when a deal closes, Orkasa calculates commissions · generates the payment report · with tax withholdings per country. No arguments at month-end.

PH Premium · Eduardo Méndez
$525,000
Closed May 14 · 5% commission · $26,250
Scout30%
Closer40%
House30%
30%
40%
30%
CO-BROKE 50/50 WITH ALR INMOBILIARIA
AV
Scout · 30%
Andrés Vargas
$3,937
after 7% withholding
CM
Closer · 40%
Carolina Méndez
$5,250
after 7% withholding
PR
House · 30%
Premier Real Estate
$3,937
company · auto ITBMS
⚖
Co-broke · 50% ALR
Total distribution
$13,125
to ALR Inmobiliaria
Payment report generated · sent to accounting · 0 minutes in Excel
What you get with CRM + Pipeline

Six concrete advantages. Without 3 weeks of training.

It's not a real estate Salesforce · it's a kanban your team understands in 5 minutes · with automations that save 4 hours per agent/week.

Native real estate kanban

6 stages ready: New → Qualified → Visit → Offer → Negotiation → Closed. Drag-and-drop between stages · automations on every move.

Smart assignment

Rules by zone (Costa del Este vs San Francisco), specialty (residential vs presale), capacity (escalation if the agent has 30 open leads). No fighting over leads.

AI score per lead

0-100% close probability based on intent, budget, urgency, and historical behavior of similar leads. Your agent knows what to work on first.

Cold lead alerts

Lead with no activity for 7 days → alert. 14 days without response → manager escalation. 30 days → auto-move to "Cold" with reactivation template. No leads that die silently.

Multi-broker splits

Scout 30% · closer 40% · house 30%. When it closes, commissions are auto-calculated, withholdings by country · report to accounting. Co-broke 50/50 with another brokerage too.

Monthly AI forecast

Closing prediction for the month based on historical velocity + AI score + current stage. 94% accuracy over 6 months · your board report already done.

vs. Excel · Pipedrive · Salesforce

Native real estate CRM. Not generic adapted.

Pipedrive is good for SaaS · Salesforce for enterprise B2B · Excel for no one. Orkasa is built specifically for selling properties.

Feature
Excel
Pipedrive
Orkasa
Native real estate pipeline (6 stages)
✗ Manual
~ Custom config
✓ Ready in 5 min
Multi-broker splits (scout/closer/house)
✗
✗ Manual fields
✓ Auto · co-broke
Real-estate-specific AI score
✗
Generic B2B
✓ 4 dimensions
WhatsApp + portals integration
✗
Zapier $20/mo
✓ Native · 12 plat.
AI forecast with historical accuracy
✗
~ Basic projections
✓ 94% accuracy
Auto LATAM tax withholding
✗
✗
✓ By country
Team adoption (90 days)
12% open it
~ 47% adoption
94% open daily
Monthly cost (10 agents)
$0 + chaos
$149/mes
$89/mes
Brokers who closed Excel

From chaos in 12 tabs. To an ordered pipeline.

Three real testimonials · focused on CRM + Pipeline · with measurable numbers.

I went from Excel with 4 tabs to Orkasa · I closed 23 properties in Q1 vs 14 in the previous Q4 · +64% without adding agents. The difference: the kanban tells me which are the 5 deals of the month · I no longer waste time on the 80 leads that won't close.
TM
Tomás Mendoza
Broker · Mendoza Properties
🇦🇷 Buenos Aires · solo · 47 props
+64%
Closes Q1 vs previous Q4
My team of 12 agents opens Orkasa every morning before Gmail · because the kanban tells them what they'll close today. Before they ignored the CRM because "it didn't tell them anything useful". Today it's their first screen of the day · 94% adoption in 90 days.
DH
Diana Herrera
Director · Herrera Inmobiliaria
🇲🇽 CDMX · 12 agents
94%
Agent adoption in 90 days
Orkasa's monthly forecast hit 94% over 6 months · I can tell the board exactly how much we'll close before month-end. Before it was "we think we'll close $X" · now it's data. My confidence with investors changed.
MS
Manuel Salazar
CEO · Salazar Group
🇨🇴 Bogotá · 38 agents · $40M Q
94%
Forecast accuracy 6 months
CRM + Pipeline · ideal for

Five audiences. Five CRM benefits.

Same real estate kanban · specific advantage based on your role and team size.

Independent brokers

Solo · but with a kanban like a 10-person agency. No Excel · you know which deals you visit this week · which ones close in 30 days.

See details

Brokerages

12 agents on the same kanban · no fighting over leads · with automatic multi-broker splits when closing. Visible ranking · real gamification.

See details

Developers

80 presale units · pipeline per unit · accurate quarterly sales forecast. Automatic board report · no Excel.

See details

Property managers

Dual pipeline · tenants searching + owners onboarding. Digital contracts · signatures · everything visual flow.

See details

Sales teams

Performance ranking · top closer visible · real gamification. Forecast per agent · pipeline value per stage · automatic monthly reports.

See details
Pricing · CRM Pipeline included

Included in all plans. From $39/mo.

✓ Solo $39 · 1 agent · basic pipeline✓ Team $89 · 5 agents · splits · forecast✓ Brokerage · unlimited · multi-broker co-broke
From
$39/mo
See all plans →
The complete flow

CRM + Pipeline works best with...

Capture with WhatsApp · schedule with Agenda · analyze with Analytics. The complete real estate sales stack.

Leads + WhatsApp

The previous step · every WhatsApp lead enters the kanban with AI score, context and automatic assignment. WhatsApp + CRM = visible pipeline.

Learn more

Agenda + Visits

The next step · hot lead wants a visit · schedule from the kanban · client confirms via WhatsApp · check-in with photo.

Learn more

Analytics + AI Forecast

The companion · quarterly forecast, performance ranking per agent, attribution by channel, strategic alerts. Automatic board report.

Learn more
FAQ

What we get asked most about CRM Pipeline.

How do I import my current Excel into Orkasa?
Upload your .xlsx or .csv · Orkasa automatically maps columns (name, phone, property, stage, value, assigned agent, contact date). It shows a preview before importing · you can fix mappings or add custom fields. AI detects duplicates (same phone or email) and asks what to do. Average migration: 247 leads in 8 minutes. No agency · no Salesforce admin.
Do you handle rental operations besides sales?
Yes · the pipeline has 2 modes: sale (Capture → Visit → Offer → Negotiation → Close) and rental (Search → Visit → Application → Contract signing). Each operation is tagged and reports break down by type. You can have both pipelines open simultaneously · useful for managers handling both.
How do you handle multi-broker splits (co-broke)?
You configure roles (scout / closer / house) with % each · when an operation closes, Orkasa calculates automatically. Supports co-broke with another brokerage (50/50 split between houses + internal split on each side). Applies tax withholdings per country (Panama 7%, Mexico 10% ISR, Colombia 4%, etc.). Generates payment report for accounting · auditable · no Excel.
Does it integrate with my Google/Outlook calendar?
Yes · two-way sync. Visits scheduled in Orkasa appear in your Google Calendar (or Outlook) and vice versa · if you block a slot in your calendar, no visit can be scheduled in it. It also integrates with your email (Gmail/Outlook) · every conversation with a lead is automatically saved to their record · without you having to copy-paste.
Can I automate follow-ups?
Yes · visual automation builder. Rules like "If lead moved to Visit and 3 days passed without update → send WhatsApp template 'How did you like the property?'". Supports multi-step sequences · conditionals · mixed channels (WhatsApp + email). No Zapier · no coding required.
How accurate is the AI forecast?
94% accuracy on month-end closes within a 30-day window · measured over 18 months of tracking across 200+ LATAM brokerages. Accuracy improves as your brokerage accumulates historical data · we need at least 30 closed deals to start calibrating the model to your specific velocity. Before that we use benchmarks for your market (Panama residential sale, Mexico presale, etc.).
Is there a mobile app for Android and iOS?
Yes · native iOS and Android apps (not PWA). Your agent sees the kanban on their phone · can move deals between stages · reply on WhatsApp · attach a visit photo · mark as closed. Push notifications for new leads, urgent alerts and closes. Works offline · syncs when the connection returns.
How do you handle role-based permissions?
3 default levels: Admin (sees everything · configures rules · accesses financial reports), Manager (sees their team · assigns leads · sees forecast), Agent (sees only their deals · no access to other agents' commissions). Brokerage plan allows custom roles with granular permissions. Multi-workspace for brokerages with multiple independent offices.
Does it integrate with accounting (QuickBooks, Alegra)?
Brokerage plan includes native integration with QuickBooks, Alegra (LATAM), Siigo (Colombia), Contabilium (Argentina). Every time an operation closes, it generates an electronic invoice · tax withholding · commission split · everything sent to your accounting system. No manual re-typing. For custom systems a REST API is available (Enterprise plan).

Your ordered pipeline. In 15 minutes.

14 days free · No card · We import your Excel

Try free for 14 days Watch live demo

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