Real Estate Client & Investor Database

Stop losing client numbers in personal phones. Aiksol360 CRM creates a central, secure database for all your Buyers, Sellers, and Investors complete with their purchase history and referral networks.

360-Degree Client Profile

360-Degree Client Profile

Go beyond just a name and number. Store critical real estate details: CNIC, Next of Kin (Nominee), Preferred Locations (e.g., DHA vs. Bahria), and Investment Budget. This helps your agents pitch the right property to the right person.

Data points:

  • CNIC & Passport Details (for overseas clients).
  • Nominee / Next of Kin info.
  • Preferred Cities & Sectors.
Referral Network Mapping (Link Tree)

Referral Network Mapping (Link Tree)

Visualize your word-of-mouth growth. The system allows you to link contacts (e.g., 'Client B was referred by Client A'). You can view a **Referral Tree** to see exactly which key investor is driving your growth. It calculates the 'Total Network Revenue' generated by a referrer, helping you identify and reward your top brand ambassadors.

Why this matters:

  • Visual 'Tree View' of client connections.
  • Track total business volume generated by a specific referrer.
  • Identify 'Influencers' in your client base for VIP treatment.
Purchase History & Portfolio

Purchase History & Portfolio

Know your client's worth. When a client calls, see exactly what they own with you. The 'Portfolio View' shows all their active files, paid amounts, and pending installments across different projects, allowing you to upsell them easily.

View:

  • Total Asset Value managed.
  • List of all booked units.
  • Payment history status (Good/Bad Payer).
Secure Contact Ownership

Secure Contact Ownership

Protect your database. Assign contacts to specific agents. If agent A leaves the company, you can reassign their contacts to agent B, ensuring no client is left orphaned or stolen.

Security Features:

  • Hide phone numbers from junior staff.
  • Log who viewed or exported the contact list.
  • Seamless reassignment of client portfolios.
Investor vs. End-User Segmentation

Investor vs. End-User Segmentation

Not all clients are the same. An 'Investor' wants to flip files for profit; an 'End-User' wants to build a house. Our system allows you to tag contacts instantly so you can filter your list when a new 'Investment Deal' or 'Ready House' comes in.

Tags include:

  • Investor (Cash Ready).
  • End User (Installment Plan).
  • Overseas Pakistani (Requires remote processing).
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FAQs

Can I see who referred a specific client?

Yes. Every contact profile has a 'Referred By' field. You can click it to see the profile of the referrer and view a list of all other clients they have introduced to your agency.

Can I import my contacts from Excel?

Yes. We provide a bulk import tool. You can upload thousands of contacts from your old Excel sheets or Google Contacts in minutes.

Can I search clients by their CNIC?

Absolutely. In real estate, names can be common (e.g., 'Muhammad Ali'), but CNIC is unique. Our powerful search finds any client by Name, Phone, or CNIC instantly.

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