A Pipeline Built for Real Estate Investors
Track every deal from raw data to closed — nothing falls through the cracks. Automated conversions, duplicate prevention, and a complete record history at every stage.
From Raw Data to Closed Deal
Every record flows through a clear pipeline. Each stage has specific triggers and automations — so your team always knows where a deal stands.
Prospects
Trigger: Records land daily from Niche Data
Every incoming record is validated through Google Address Validation for duplicate prevention. Fresh data arrives pre-enriched with parcel info, skip-traced contacts, equity calculations, and auto-ratings.
Leads
Trigger: Quality conversation established
Click "Quality Conversation" on any Prospect and it instantly converts to a Lead. No forms to fill, no manual data entry — just one click and the record moves forward with all its data intact.
Opportunities
Trigger: Appointment scheduled
Create any event with the type "Appointment" and the record auto-converts to an Opportunity. Whether it's a walkthrough, phone call, or in-person meeting — the pipeline tracks it.
Transactions
Trigger: Contract signed via DocuSign
Once a seller signs through DocuSign, the contract auto-attaches to the record and the deal moves to the Transaction stage. Every document is stored permanently.
Closed Deals
Trigger: Deal completed successfully
The finish line. Every closed deal retains its full history — every text, email, call, note, knock, and contract from day one.
Expired Foreclosures
Trigger: Auction date has passed
Foreclosure records with a past auction date auto-convert to Expired Foreclosures. If the auction date gets pushed to the future, the record auto-reconverts back to a Prospect.
Automations That Move Deals Forward
Stop babysitting your pipeline. Niche CRM handles stage conversions, duplicate prevention, campaign pausing, and document management automatically.
Duplicate Prevention
Google Address Validation runs on every incoming record. Duplicates go to an Incoming Data queue — they never pollute your pipeline.
Auto-Conversion
Records move through your pipeline automatically — quality conversations create Leads, appointments create Opportunities, signed contracts create Transactions.
Campaign Auto-Pause
Any inbound reply — SMS, email, or call — automatically pauses the campaign for that record. No awkward double-messaging.
Campaign Auto-Stop
Converting a record to the next pipeline stage automatically stops its active campaign. Move a Prospect to a Lead and the drip stops instantly.
Foreclosure Tracking
Auction dates are monitored automatically. Past dates convert records to Expired Foreclosures. Pushed dates reconvert them back to Prospects.
DocuSign Auto-Attach
Signed contracts automatically attach to the record's files section. No downloading, uploading, or manual organizing required.
Your Full Deal History. Always.
Every record has a persistent backend entity — the Record Passport — that preserves all data and history through every pipeline stage conversion. When a Prospect becomes a Lead becomes an Opportunity, nothing is lost.
The full communication history, notes, contacts, property data, and campaign membership travels with the record permanently. Open any closed deal and see the complete story from day one.
See all communication channels→What's on Every Record
DocuSign Integration
Send contracts for signing directly from any record. Once signed, the document auto-attaches to the record's files — no downloading, uploading, or organizing required.
The signed contract stays with the record through every pipeline stage. Open a Closed Deal two years from now and the contract is right there.
Tasks, Notes & Events
Assign tasks to team members, leave notes on records, and schedule events — all from one screen. Creating an event with type "Appointment" auto-converts the record to an Opportunity.
Every action is logged, so your team never duplicates effort. See who called, who knocked, and what was said — in one timeline.
Enterprise Platform. Investor Workflow.
Niche CRM is not a CRM that integrates with Salesforce — it installs into your own Salesforce org as a Managed Package. You get real role and permission controls, an isolated org, an audit trail, and reporting that goes as deep as you want, with every object purpose-built for distressed property investing.
The platform relationship, and your data, stay yours.
Why Salesforce for investorsBuilt by an investor who still closes these deals
Niche was born in Kansas City when founder Michael Franke, a former schoolteacher, nearly lost his own home to foreclosure. A decade later he has closed more than 900 foreclosure deals and stopped hundreds of foreclosure sales. Every feature ships only after it has worked in his own acquisitions business. Read the full story.
Ready to Build a Real Pipeline?
Stop tracking deals in spreadsheets. Niche CRM gives you a pipeline built specifically for how real estate investors work foreclosures, divorces, probate, and surplus funds.