Corporate Housing Demo
Lead Funnel & CRM Integration
Track furnished housing prospects from first inquiry to booked stay with a pipeline that keeps sales, placement, and operations aligned.
Website leads
Referral sources
Booking pipeline
Pipeline Snapshot
Prospect is moving toward placement
Lead source, housing requirements, follow-up ownership, and booking readiness live in one streamlined workflow.
Source
Insurance referral
Status
Quote Sent
Move-In Date
April 12, 2026
Budget
$4,800 monthly
Lead pipeline
New Lead
8
Contacted
6
Quote Sent
4
Follow-Up
3
Booked
2
Lead detail card
Assigned to Placement
Lead Name
Amelia Reed
Client Type
Insurance housing
Preferred Area
Westchase, Houston
Stay Length
75 nights
Property Size
2 bed / pet-friendly
Budget
$160 nightly equivalent
Website form
CRM synced
Follow-up due today
How this helps
Marketing sources stay visible, placement teams get better lead detail, and every prospect has a clear next step instead of living in inboxes or spreadsheets.
Useful CRM fields
Move-in date, stay duration, required city or submarket, budget, client type, traveler count, pets, insurance claim number, and assigned rep.