Your stages, your words
Enquiry, valuation, instructed, under offer, completed. Or consultation, quote, booked. We set up stages that match your process.
Product / Sales pipeline
A pipeline that moves itself.
Deals move stage by stage as things happen: a viewing booked, a quote sent, an offer made, a contract signed. Follow-ups go out on time and stop the moment someone replies.
Setup, data migration and training included on every plan.
Built around how you actually win work.
Most firms track deals in a mix of spreadsheets, diaries and memory. Kesslan gives every opportunity a stage, an owner and a next step.
Moves when things happen
Book a viewing or send a quote and the deal moves on by itself. Your pipeline stays accurate without anyone updating it by hand.
Follow-ups on autopilot
Timed follow-ups by email, SMS or WhatsApp keep deals warm, and stop the moment the client replies.
Every deal's value
See what's in each stage and what's likely to close this month, by person, branch or source.
Nothing goes cold
Deals that stall are flagged, and Kess suggests the next step.
Drag, drop, done
Move a deal by dragging it, or open it to see every message, document and note in one place.
Set up for you in days, not months.
Pipeline setup is part of every plan.
- We learn how you workA setup call about how enquiries arrive, who handles them and how you win work.
- We build your workspacePipeline stages, fields, templates and automations shaped to your firm.
- We move your dataContacts and history brought across from spreadsheets or your old system, checked by our team.
- We train your teamLive sessions until everyone works from Kesslan, then a named contact afterwards.
Questions, answered
Can we have more than one pipeline?
Yes. Many firms run separate pipelines, for example sales and lettings, or new clients and renewals.
Can follow-ups be paused for a deal?
Yes. Follow-ups stop automatically when a client replies, and you can pause them by hand at any time.
Can we import deals from a spreadsheet?
Yes. We bring your open deals across during setup, so your pipeline is live from day one.
Keep exploring
AutomationsAutomate the follow-ups, reminders and hand-offs that eat your team's day. Kesslan's automations are set up for you and stop the moment a client replies.ReportingSee which channels bring enquiries, how fast your team replies and what each source is worth, without building a spreadsheet.Shared inboxBring email, WhatsApp, Instagram, Facebook and website enquiries into one shared inbox. Assign, reply and track every conversation against the right contact.Switching CRMMoving CRM doesn't have to mean weekends of exporting and re-keying. Kesslan's team maps, moves and checks your data, then trains your team.
Try Kesslan free for 14 days.
Answer a few questions and Kess sets up a workspace shaped to your firm in under a minute. Nothing is charged for 14 days.