Last updated: January 2026

Pipeline Management & Kanban Boards

7 pipeline types for every deal stage: leads, acquisitions, rehab, dispositions, and more. Drag-and-drop kanban boards with stage automation. Part of our investor CRM.

See your entire deal flow at a glance.

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7 Pipeline Types for Every Workflow

Pre-built pipelines for common investor workflows. Customize stages or create your own.

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Lead Pipeline

Track leads from first contact to qualified opportunity.

New→Contacted→Qualifying→Hot Lead→Dead
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Acquisition Pipeline

Manage the buying process from offer to closing.

Analyzing→Making Offer→Under Contract→Due Diligence→Closing
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Rehab Pipeline

Track renovation progress and contractor work.

Planning→Permits→Demo→Rough-in→Finish→Punch List
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Disposition Pipeline

Manage the selling process from list to close.

Prepping→Listed→Showings→Offer Received→Under Contract→Sold
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Wholesale Pipeline

Track wholesale deals from contract to assignment.

Contract Signed→Finding Buyer→Buyer Found→Assignment→Closed
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Rental Pipeline

Manage buy-and-hold from purchase to stabilized rent.

Evaluating→Acquiring→Renovating→Marketing→Leased→Stabilized
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Custom Pipeline

Build any pipeline for your unique workflow.

Your→Custom→Stages→Here

Pipeline Features

More than just a board. Full pipeline management.

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Drag-and-Drop

Move deals between stages with a click. Kanban-style boards make pipeline management visual.

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Stage Automation

Trigger actions when deals move: send SMS, assign tasks, update fields, notify team members.

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Pipeline Analytics

See conversion rates, average days in stage, and bottlenecks at a glance.

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Deal Values

Track potential and closed revenue per pipeline. Know your deal flow value.

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Team Assignments

Assign deals to team members. Filter by assignee, due date, or stage.

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Follow-Up Tasks

Tasks linked to pipeline stages. Never miss a next action.

Stage Automation Examples

When: Lead moves to "Hot Lead"

Then: Assign to acquisitions team + send high-priority notification

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When: Deal enters "Under Contract"

Then: Create due diligence checklist tasks + notify lender

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When: Rehab reaches "Punch List"

Then: Schedule final walk-through + notify listing agent

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When: Wholesale deal "Buyer Found"

Then: Generate assignment contract + send to title company

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When: Rental "Leased"

Then: Create property management handoff tasks

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Frequently Asked Questions

What pipeline types does FlipMantis support?
FlipMantis includes 7 pipeline types: Lead, Acquisition, Rehab, Disposition, Wholesale, Rental, and Custom. Each has pre-built stages you can customize, or create entirely custom pipelines.
Can I automate actions when deals change stages?
Yes. Stage automations can trigger SMS messages, email sequences, task creation, field updates, and team notifications when a deal moves to a new stage. See our automations page for details.
How do I track deal values across pipelines?
Each deal can have potential and actual values. Pipeline views show totals by stage, so you can see your projected revenue in each part of your deal flow.
Can multiple team members use the same pipeline?
Yes. Deals can be assigned to team members, and you can filter the pipeline view by assignee. Activity logs show who moved what, when. Try it free.

Visualize your entire deal flow

7 pipelines. Drag-and-drop. Stage automation. Try free.

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