Every case as a card — from negotiation through reservation to the notary appointment, with its phase, next step and due date.
Six columns: the inbox for newly added offers and five phases. A card is dragged across with the mouse and the new phase is saved at once. On narrow screens it becomes a list with tabs, where the phase is changed from the card menu.
The same cases as rows, with a bar above the list that narrows it to one phase. This is also the route to the two phases after the notary appointment, which have no kanban column.
The archive. Its own result and year filters, plus a search across property, owner and buyer. A case can be restored from the row menu.
Two filters sit above the board: the year always, and the sales adviser only once more than one person is handling cases. There is no phase dropdown — in the kanban the columns ARE the phases.
There is deliberately no sort function. You set the order within a column yourself by dragging cards above one another, and it stays as you left it.
Two interested buyers on the same property are two cases, each with its own phase and its own file. If one does not come through, that is recorded as its own outcome rather than as “failed” — for analysis those are two different answers.
Two people appear on the card: the sales adviser runs this deal, the person responsible looks after the property. Regularly they are not the same, and an agent needs to know who to ask about what.
Date and time are held on the deal — expected or agreed, and retrospectively too. Once the appointment is set and nothing is outstanding, the card says so.
One click on a card opens the details beside the board: property, buyer, owners, offer, notary appointment, outstanding points and notes. The board stays where it was.
Who may see the board is decided by a setting for your organisation: either back office and administration only, or agents additionally see their own cases. It is changed under “Company”, and only by administrators.