Three ways to organize the day.
Same data, same screens underneath. Each concept changes what you see first and how you get to the work. Pick one, click around, and switch concepts from the sidebar at any time. Everything is mock data.
Pipeline First
The Resident Journey board is the product.
Closest to how the team works in Pipedrive today. Every home screen is a board or a table; prospects, partners and homes hang off the Resident Journey.
Open concept AHomes First
Every home is a hub. Occupancy is the headline.
Built for owners and regional leaders. The first screen is the 39 homes with beds filled, open Resident Journeys and experiences; click a home to work its pipeline.
Open concept BMy Day
A rep's prioritized list, phone first.
Built for speed to lead. The first screen is what to do right now: new leads to answer, experiences today, outreach visits due, overdue follow-ups.
Open concept CWhat is shared across all three
- Pipeline board and list, one per current Pipedrive pipeline (22)
- Resident Journey detail with stage progress, activity, family contact, source and home
- Prospects (future residents and families) in their own area
- Referral Partners (organizations and their professionals) in their own area
- Lead inbox with speed-to-lead timers, Homes with occupancy, Reports
What to react to
- Which first screen matches how your team starts the day
- Whether occupancy belongs on the first screen or in reports
- Whether reps will work from a phone list (concept C)
- Density, colour, and wording of stages and badges