Client Meeting & Negotiation Tracker

Don't lose track of the deal. Aiksol360 CRM allows agents to record 'Meeting Minutes' instantly after a client visit. Log offers, counter-offers, and next steps so you never forget a negotiation detail.

Log Offers & Counter-Offers

Log Offers & Counter-Offers

Track the negotiation history with precision. If a client offers 50 Lakh for a plot, record it immediately. If the seller counters with 55 Lakh, log that too. This creates a permanent record of the 'Price Talk,' preventing confusion later when closing the deal. Managers can review this history to advise agents on the best closing strategy.

Why this helps:

  • Never forget a client's last offer.
  • Track the gap between Demand and Offer.
  • Share negotiation history with senior managers for advice.
Voice Notes for Quick Updates

Voice Notes for Quick Updates

Agents hate typing long paragraphs after a site visit, especially when they are driving. Our system allows them to record a quick **Voice Note** summary (e.g., 'Client liked the location but wants a corner plot'). This audio log is saved directly to the client's profile, allowing managers to hear the update in the agent's own words without delays.

Features:

  • Record meeting summaries in Urdu/English.
  • Save time on data entry.
  • Managers can listen to verify the quality of the meeting.
Next Action Commitment

Next Action Commitment

Every meeting must have a next step. The system forces the agent to set a 'Next Action Date' (e.g., Call back on Tuesday or Send Payment Plan). If they don't set a next step, the lead remains flagged as 'Incomplete.' This ensures continuous follow-up until the deal is either Won or Lost.

Benefits:

  • Prevents deals from going cold.
  • Sets automatic reminders for the next follow-up.
  • Keeps the sales pipeline moving.
Task Assignment & Collaboration

Task Assignment & Collaboration

Sometimes a meeting results in a task for someone else. Maybe the client asked for a map, and you need the Admin to send it. Or they asked for a discount, and you need the Manager's approval. You can assign a specific 'Post-Meeting Task' to another team member directly from the meeting log.

Workflow:

  • Assign tasks to Admin/Support staff instantly.
  • Track task completion status.
  • Notify team members via internal chat.
Previous

Activities

Next

Team Alerts

FAQs

Can I see a history of all meetings with a client?

Yes. The 'Client Timeline' shows every meeting, call, and site visit in chronological order, giving you a complete picture of the relationship.

Can managers listen to the voice notes?

Yes. Managers can play back any voice note recorded by an agent to understand the client's sentiment and guide the agent on how to close the deal.

Is this linked to the calendar?

Absolutely. When you log a meeting outcome and set a 'Next Meeting' date, it automatically appears on your Sales Calendar and sends a reminder when the time comes.

Unlock real estate efficiency.
Free trial awaits.

Experience the power of Aiksol360 Real Estate Management Software with our free trial version.

Get In Touch