Journeys - a module of BuyersagentsOS
The purchase, from won to settled.
The stages a purchase actually goes through, not a generic project board.
Journeys
Onboarding
Searching
Shortlisted
Offer & Negotiation
Under Contract
Unconditional
Settled
Jo Fraser
Marcus Deng
Alina Novak
Tom Whelan
Priya Raman
What it does
Where every live purchase is up to.
- The stages a purchase actually goes through, rather than a generic project board.
- Winning the client opens the delivery journey by itself. Nothing is re-keyed.
- The outstanding items at each stage, with the person they are waiting on.
- Documents attach to the step that needs them, so nothing is due before it makes sense.
- A journey with nothing happening and nothing booked comes back to your attention.
- Every live purchase and where each one is up to, on one screen.
The module it belongs to
Delivery board is part of Journeys
The purchase, start to settlement.
Know where every purchase stands.
Journeys comes with BuyersagentsOS. The board opens when you win the client and shows what each purchase is waiting on.
Every plan opens with a 7-day trial. Upgrade when you are ready. Cancel any time.