Stop forgetting to call clients back. Aiksol360 CRM’s Activity Management is your personal assistant—tracking every Call, Site Visit, and Meeting to ensure you follow up on time, every time.
Don't rely on memory. When a client agrees to see a plot, schedule a 'Site Visit' directly in the CRM. Assign it to a specific agent, set the date/time, and the system will remind both the agent and the client before the meeting.
Why this matters:
Every conversation matters. After a call, agents can log the outcome (e.g., 'Client Interested,' 'Price Issue,' 'Call Later'). This creates a complete history log so any team member can pick up the conversation exactly where it left off.
Key features:
The system builds your 'To-Do List' for you. If you mark a lead as 'Call Back on Monday,' the CRM will pop up a notification on Monday morning. It acts as a relentless assistant that ensures no potential deal slips through the cracks.
Benefits:
Visualize your week. Agents can see their entire schedule (Meetings, Visits, Calls) on a calendar view. This helps them plan their routes efficiently, grouping site visits in the same area to save travel time and fuel.
Features:
Dealers hate typing long reports. Our CRM allows agents to record a **Voice Note** or type quick 'Meeting Minutes' immediately after a client meeting. This audio log is saved to the client's timeline, capturing critical details like 'Client wants facing park' without the effort of typing.
Key features:
See how easy it is to schedule a Site Visit and set a Follow-up Reminder in Aiksol360. This quick tutorial covers the basics of daily task management.
What you will learn:
Experience the power of Aiksol360 Real Estate Management Software with our free trial version.