Running lettings and sales as two pipelines, not one blurred number

Sales and lettings are genuinely different businesses running under one roof, and reporting that blends them together hides more than it reveals. A let moves through its own pipeline - Enquiries, Contract signed, Listing, Offer - entirely separate from the Sales pipeline.

Landlords and tenants are their own records, distinct from a general CRM contact but connected to the same activity timeline, so a call logged against a landlord appears exactly where you'd expect it.

A tenancy then ties a property, a landlord, and one or more tenants together, with compliance dates - gas safety, EICR, EPC - tracked per property so nothing lapses unnoticed.