Run your whole pipeline from your phone

Yes, you can run your whole pipeline from your phone. The Effi app gives you a Kanban board of every deal, your KPIs as they move, and a call button on every lead card, all working off the same data as Effi on your desktop.

Brokers don't work nine-to-five at a desk. You work in the car between appointments, at a client's kitchen table, in the gaps between meetings. Here's what a fairly normal week looks like when your pipeline comes with you.

Monday, 8:10am, in the car park

You've got fifteen minutes before your first meeting. You open the board: every deal on a card, every card in a column for its stage, from new lead through fact find and approval to settlement.

One lead has been sitting in "contacted" for four days. You tap the card and ring them straight from it. No copying the number into your dialler, no hunting through contacts, no chance of calling the wrong person. The call happens while the lead is still warm, which is the whole reason it matters.

Wednesday, 1:30pm, at a client's kitchen table

The meeting goes well and the fact find is done. Before you've reached the car, you drag their card into the next column. The deal moves everywhere, instantly, so your support team sees it at the office without you sending a message or doing double entry later.

Friday, 4:00pm, in a client's driveway

You've just closed a deal. You open the KPI view: leads in, conversion rate, settlements this month, pipeline value, or whatever numbers you've chosen to track. They've already moved. You know where the month stands now, not on Monday when someone runs a report.

Why the three belong together

On their own, a board, a dashboard and a call button are conveniences. Together they cover the loop that runs a broker's day: see where a deal sits, know whether you're on track, act on it straight away. Put all three on the device already in your hand and the gap between noticing something and doing something about it disappears.

If you haven't opened the Effi app recently, it's worth a look. Your pipeline's already there. And if you want Effi to tell you what each lead needs next, have a look at AI Insights. Coming from Pipedrive? Here's how Effi compares. Not on Effi yet? Book a demo.