Stay Organized. Close More. Without the Noise.
Follow the Right Systems
in this
Lead to Deal Process Map
Built by investors for investors.
This step-by-step Lead Workflow Process Map shows you exactly how serious investors use Forefront CRM to manage every stage of the process — from the first call or text to closing the deal. You’ll see what to do, when to do it, and which of our features make it flawless.
Forefront CRM was built
for real estate investors
who want clarity, not clutter.
Capture & Qualify
Engage & Convert
Close & Nurture
This process map gives you a complete roadmap by showing the exact steps from the moment a lead comes in, through qualification, follow-up, offers, and ultimately, closing the deal.
Along the way, you’ll see which Forefront features to use and how they support you in staying focused, organized, and effective.