Requirements Pipeline
Your Whole Book of Business. One View.
Create requirements in minutes, distribute them with one click, and watch them move through every stage — without spreadsheets, status meetings, or chasing your team for updates.
Pipeline management is included on every plan, including Starter.
Pipeline Stages
Five stages. Automatic transitions.
Every requirement moves through a defined lifecycle. Stage transitions happen automatically when you take action — no manual housekeeping required.
Requirement distributed to providers. Responses coming in.
Responses reviewed. Shortlist built and ready to share.
Viewing tour scheduled or in progress.
A space selected. Terms being agreed.
Heads of terms or agreement in progress.
Features
Pipeline built for workspace deals
From creation to close, every action updates your pipeline automatically. No separate CRM, no spreadsheet maintenance, no catch-up admin.
Every Requirement, One Dashboard
See your full book of active business at a glance — every client, every requirement, every current stage. No spreadsheets to maintain, no searching through email for where a deal is.
Five Stages from Search to Signature
Requirements move through Sourced → Shortlist → Viewing → Negotiation → Closing. Stage transitions happen automatically when you take action — distribute a requirement, schedule a viewing, send a presentation.
Create in Under Two Minutes
Enter your client's needs — location, headcount, budget, lease term — and you're ready to distribute. Or paste the original client email and SpaceAI fills every field automatically.
Learn more →Team and Portfolio Performance
Managers and admins see the pipeline across the whole team. Filter by stage, by client, or by broker to understand where deals are and what's progressing.
Search, Tag, and Filter
Tag requirements by workspace type, sector, or deal complexity. Filter your pipeline to find exactly the requirements you're working on without scrolling through a growing list.
Archive Without Losing History
When a requirement closes — won, lost, or no longer active — archive it with an outcome note. The full history stays on record: every response, every presentation, every viewing.
Creating Requirements
From client enquiry to live requirement in under two minutes
Fill in a quick form — location, headcount, budget, lease term, move-in date — and your requirement is ready to distribute. Or paste the original client message and SpaceAI extracts every field automatically, matches the client record, and creates the requirement with nothing left blank.
- Manual creation: two-minute structured form
- AI creation: paste any text, every field extracted automatically
- Client matched to existing record or created automatically
- Distributed to 150+ providers in one click after creation
New Requirement
Ashworth & Partners
Location
Headcount
Budget (pcm)
Lease Term
Move-in
Connected Workflow
Every deal feature connects back to the pipeline
The requirements pipeline is the spine of the broker workflow. Every other feature — referral distribution, AI scoring, presentations, viewing coordination — attaches to it and keeps it current.
Referral Distribution
Distribute to 150+ providers in one click. Responses come back structured and AI-scored.
Learn more →Client Presentations
Build a branded shortlist from ranked responses and share it with your client in minutes.
Learn more →Viewing Coordination
Schedule viewing tours from the requirement. Pipeline advances to Viewing automatically.
Learn more →Client Management
Every requirement links to the client. Full deal history — responses, presentations, viewings — on one record.
Learn more →From first enquiry to signed agreement
Start free with 3 active requirements — pipeline management included on every plan.