Projects pipeline

The Projects pipeline is Pillar's CRM layer. Every deal you're working — a specific site, a specific owner conversation, a specific acquisition — lives here as a project card on a Kanban board.

Default project statuses#

Out of the box, the pipeline has five statuses:

1. Lead — freshly added parcel.
2. Opportunity — meets acquisition criteria.
3. Under Contract — a purchase agreement is active.
4. Closed — transaction completed.
5. Dead — no longer viable.

Admins can rename, reorder, add, hide, and remove statuses from the Projects workspace.

Adding a status#

Use custom statuses for categories that do not fit the defaults, such as Comps, Watchlist, or Past Projects.

1. Open Projects from the left rail.
2. Click Add status in the top-right toolbar.
3. In New status, choose a color, enter the status name, choose the category it should map to, and click Add.

Categories are the higher-level groups shown above the columns (Sourcing, Underwriting, Active, Won, Lost). Statuses are the columns where project cards live. For example, a custom Comps status can live under whichever category best matches how your team wants to report on it.

Creating a project#

There are three common starting points:

• From a parcel — click Create project from the parcel detail drawer. The parcel is attached automatically.
• From a list — select rows and choose Actions → Create project from selection. You get one project per row, or one project with all rows attached (your choice).
• Manually — click New project in the pipeline view and search for the parcel(s) to attach.

What's on a project card#

Every project has:

• One or more parcels.
• Stage — the pipeline column it's in.
• Owner contacts — copied from skip tracing or added manually.
• Tasks — follow-ups assigned to teammates. See Tasks.
• Notes — a running log of what's happened.
• Outreach history — letters sent, responses received, phone calls logged.
• Documents — PDFs, images, site plans you drag in.

Moving cards#

Drag a card between columns to change its stage. Pillar records the timestamp of every stage transition, so you can pull "time in stage" reports from the dashboard to see where deals get stuck.

Deleting projects or statuses#

To delete one project from the Kanban board, open the project's three-dot menu, choose Delete, and confirm. You can also delete a project from its map detail panel using More → Delete Project.

To delete a status, click Add status to open the status manager, open the three-dot menu for the status, and choose Delete. If there are projects in that status, Pillar asks whether to move them to another status or delete those projects too.

Assigning and collaborating#

• Assignee — one person owns each project. They get notified of stage changes and incoming responses.
• Watchers — anyone else on the team who wants updates can subscribe to a card.
• Comments — inline threads on notes, tasks, and responses.

Searching and filtering projects#

Open Projects from the left rail. The search box at the top of the pipeline, labeled Search projects..., filters the visible cards by project name as you type.

For narrower views, click Filter next to the search box. You can filter projects by:

• Status
• Labels
• Name
• Parcel count
• Acres
• Created date
• Updated date
• Created by

The same search and filters apply to both the Kanban board and table view, so you can switch views without losing the current project set.

The lost-cards postmortem#

When a card moves to Lost, Pillar prompts for a loss reason (too expensive, didn't respond, wrong timing, etc.). This feeds into the dashboard so you can see patterns in why deals don't close.