Real Estate Task & Activity Management

Never overlook a client follow-up. The Activity Management module in Aiksol360 CRM tracks every buyer phone call, site viewing, and consultation, ensuring timely follow-ups across your sales pipeline.

Schedule Site Viewings & Property Showings

Schedule Site Viewings & Property Showings

Eliminate missed appointments. When a client agrees to inspect a model unit or subdivision lot, schedule a 'Site Viewing' directly in the CRM. Assign an agent, configure time and pickup details, and the platform delivers automated appointment reminders to both agent and client prior to the visit.

Key Operational Value:

  • Prevents missed buyer appointments and client no-shows.
  • Maintains verified viewing records on each client profile.
  • Provides management with visibility into active field engagements.
Call Logging & Communication Histories

Call Logging & Communication Histories

Document every buyer touchpoint. Following a phone call, agents record disposition outcomes (e.g., 'Interested in 2-BR,' 'Budget Constraint,' 'Schedule Call Next Week'). Maintains an unbroken timeline so team members can step in without repeating questions.

Key Capabilities:

  • One-click call outcome logging (Interested / Follow-Up Required).
  • Review historical buyer interactions before initiating a call.
  • Prevents multiple agents from pitching the same client simultaneously.
Smart Follow-Up Task Reminders

Smart Follow-Up Task Reminders

Automate your daily task planning. If an agent sets a callback date for Monday morning, the CRM prioritizes that task in their daily feed. Acts as an automated sales assistant ensuring active buyers receive timely attention.

Productivity Benefits:

  • Automated 'Today's Priorities' task lists for every salesperson.
  • WhatsApp and mobile push notifications for critical follow-ups.
  • Visual indicators highlighting overdue tasks to prioritize urgent calls.
Agent Visual Calendar Workspace

Agent Visual Calendar Workspace

Structure weekly field schedules clearly. Agents view meetings, site tours, and call queues across a unified calendar interface. Enables efficient route planning by bundling site viewings within the same project zone, conserving travel time.

Calendar Features:

  • Drag-and-drop viewing rescheduling.
  • Color-coded urgency indicators (Red for Past Due, Green for Completed).
  • Two-way synchronization with our mobile application.
Meeting Minutes & Voice Note Attachments

Meeting Minutes & Voice Note Attachments

Eliminate lengthy manual reporting. Agents can record an audio **Voice Note** or log brief meeting summaries immediately after a property showing. The recording attaches to the client record, preserving key preferences like 'Prefers corner unit facing morning sun' without manual data entry.

Key Features:

  • Attach audio summaries directly from mobile devices.
  • Document client-specific preferences (Budget, Preferred Orientation).
  • Sales directors can review voice summaries to evaluate meeting quality.

Activity Management: Video Guide

Discover how to schedule site viewings and configure automated follow-up reminders in Aiksol360. This overview covers daily sales workflow administration.

    What You Will Learn:

    • Scheduling property site visit tasks.
    • Logging call outcomes following buyer phone calls.
    • Attaching audio voice summaries from on-site meetings.
    • Rescheduling missed appointments efficiently.
    Previous

    Lead Assignment

    Next

    Meeting Records

    FAQs

    Can management verify whether sales agents completed scheduled site viewings?

    Yes. When sales agents mark a site viewing as completed on the mobile application, the system geotags their physical location to verify the on-site property showing.

    Does the system deliver appointment reminders via WhatsApp?

    Yes. The system sends automated WhatsApp alerts to the assigned specialist and client 15 minutes prior to scheduled meetings or viewings.

    What happens if a scheduled follow-up task is missed?

    The task is flagged red as Overdue and remains at the top of the agent's dashboard until completed or rescheduled, ensuring inquiries are not neglected.

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