Every lead, what state they are in, and what Beverly is doing about them. Ask in words, or open the board.
Live, with limitsWorking today, with the limits named on this page. Live, with four boundaries worth knowing. The screen works over your most recent five hundred leads, and does not reach back before May 2026. A saved view belongs to the team rather than to you, so a teammate can rename or delete one. Saving the filter you are looking at does not capture a source or a lead type choice, and the button says so rather than saving something different from what you see. And the lead type label is worked out from where a lead came from: you can set Buyer or Seller yourself and the other three are read only.
The pipeline is not something you have to go and maintain. It is what Beverly already knows, arranged so you can look at it. You can ask for any slice of it in plain words and get the same answer the screen would give you, because both are built from the same rules.
The states a lead moves through
State
What it means
New
Arrived recently and has not written back yet.
Contacted
Beverly has reached out and the sequence is running.
Engaged
They are writing back. This is a live conversation.
Appointment
Something is on the calendar.
You have it
Beverly has stood down and is waiting for you.
Nurture
Quiet for a while, still on the long rhythm.
Opted out
They asked to stop. Grouped by the reason they gave.
Asking for a slice
By state, in the words above.
By when: today, this week, in the last thirty days.
By silence: quiet for two days, quiet for more than a week.
By side: buyers, sellers, renters.
By tag, in your own words: whatever you have tagged them.
By whether a message failed to reach them, which is the one nobody thinks to check.
By kind of lead, on the screen itself: buyer, seller, renter, recruit or sphere, and more than one at once when you want two of them side by side.
Beverly always says back what was filtered on, including anything filled in for you. If you ask a vague question you get a specific answer plus the assumption it rested on, rather than a number you cannot check.
Acting on what you find
Open a lead and read the whole history, every message in and out.
See the email on a lead, replies in and reports out, beside the texts.
See the appointment that stands on them, when it is, and who booked it.
Tag them, archive them, or mark them do not contact. Beverly asks you to confirm do not contact first, because it stops every channel.
Ask Beverly to text or email one of them. It comes back as a draft with the exact words for you to approve.
Hand a single conversation to a teammate with a link, without giving them a login.
Views you save
Filter the screen the way you want it, give it a name, and it is one click from then on.
Four views are there from your first day: people nobody has contacted yet, people who were texted and have not answered in a day, people with an appointment standing, and people who have gone quiet for a fortnight.
Each one says what it actually means. There is no lead score anywhere in Beverly, and a view called hot is a rule you can read rather than a number somebody invented.
Put any of the four away if you do not use it, and bring them all back with one click when you change your mind.
Beverly can build one from a sentence, and runs the count as it saves, so you see what it caught rather than finding out later.
A saved view belongs to the teamViews are shared with everybody on your account rather than kept privately per person, so a teammate can rename or remove one you made, and putting a default view away puts it away for all of you. There is no private view today.
Saving a filter does not save every part of itTwo of the things you can filter by on screen, the source a lead came from and the kind of lead they are, are not carried into a saved view. Rather than saving something quietly different from what you are looking at, the save button switches off and says why. A few of the quick filters cannot be reproduced as a view either, and those say so in the same place.
The five kinds of leadEvery lead carries one of five labels: buyer, seller, renter, recruit, or somebody already in your sphere. Beverly works the label out from where they came from and what they asked for, and where your own system already recorded a lead type, that wins. What you can change by hand is buyer or seller. The other three are read only, worked out rather than chosen, and changing buyer or seller changes which follow-up Beverly runs rather than only what the badge says. You can narrow the screen to any of the five, or to several at once.
The same filter behaves differently on the phoneOn the web you filter by the five labels and can hold more than one at a time. On the phone you narrow by the specific kind a lead arrived as, a home value request or an expired listing rather than simply seller, and one of those at a time. Both are real filters over the same leads, they just cut at different depths, so a count you take on one will not always match the other.
One at a time, on purposeBeverly will not send one message to a group of people. If you ask, Beverly says so plainly, says nothing was sent, and offers to pull up exactly the people you meant so you can work them individually.