BE LuxuryCRM
A

Admin

Settings

Lead Pipeline

2

Buyers

2

Seasonal Renters

1

Yacht Clients

2

Investors

1

Developers

0

Property Owners

Acquisition Funnel

0

Awareness

1

Authority

3

Engagement

2

Qualification

2

Conversion

0

Retention

Awareness

0

First touch — PR, content, paid impressions

Authority

1

Gated reports, market intelligence, thought leadership

Chen Wei Holdings78pts

Engagement

3

Site visit, inquiry form, concierge interaction

Sarah & David Mitchell62pts
Thompson Family Office71pts
William & Charlotte Ashford74pts

Qualification

2

Lead scored, budget/timeline confirmed

James Richardson III85pts
Azure Developments Ltd68pts

Conversion

2

Booking, showing, briefing, transaction

Robert & Maria Santos92pts
Elena Kowalski55pts

Retention

0

Post-transaction upsell, referral, repeat