Real Estate Client & Investor Database

Never lose buyer contact details on personal smartphones. Aiksol360 CRM establishes a centralized, encrypted database for all your property buyers, sellers, and investors, complete with transaction histories and referral network tracking.

360-Degree Client & Investor Profiles

360-Degree Client & Investor Profiles

Capture more than basic contact information. Store critical real estate buyer data: PhilID / Passport details, designated beneficiary/nominee, preferred investment hubs (e.g., BGC, Makati, Nuvali), and target capital thresholds. Equips property specialists to present suitable inventory to prospective buyers.

Key Profile Data:

  • Government ID and Passport records (vital for OFW and international buyers).
  • Designated Nominee and Beneficiary information.
  • Preferred Development Zones and Property Classes.
Referral Network Mapping (Visual Link Tree)

Referral Network Mapping (Visual Link Tree)

Map client referral networks clearly. Link related buyer contacts (e.g., 'Buyer B referred by Investor A'). The **Referral Tree** visualizes which key investors drive business to your brokerage. Tracks total contract volume generated across referral networks to identify and reward your top brand advocates.

Key Commercial Benefits:

  • Visual hierarchical tree of client referral connections.
  • Track gross sales volume generated per referral advocate.
  • Identify key network ambassadors for priority allocations and VIP previews.
Purchase History & Property Portfolios

Purchase History & Property Portfolios

Evaluate client equity value instantly. When a client calls, review their full holdings immediately. The Portfolio View displays active unit reservations, cleared equity amortizations, and upcoming dues across multiple developments, facilitating secondary upsells.

Portfolio Dashboard:

  • Total Contract Price (TCP) asset value managed.
  • Directory of all reserved, contracted, and turned-over units.
  • Amortization clearing history (verified payment reliability).
Secure Client Ownership & Anti-Poaching

Secure Client Ownership & Anti-Poaching

Safeguard proprietary contact registries. Assign buyer relationships to specific property specialists. If an agent leaves your firm, administrators can reassign their contact roster to another specialist in one click, ensuring client lists remain protected within the brokerage.

Data Security Features:

  • Mask phone numbers and personal emails from junior staff.
  • Audit logs tracking contact viewing and export activities.
  • Seamless re-allocation of client portfolios.
Segmentation: Investors, End-Users & OFWs

Segmentation: Investors, End-Users & OFWs

Segment buyers based on purchasing objectives. Real estate investors prioritize rental yields and capital appreciation, while end-users evaluate unit layouts and school proximity. Tag contacts systematically to filter audiences when launching preselling towers or RFO developments.

Audience Tags Include:

  • Real Estate Investor (Cash-ready / Portfolio builder).
  • End-User (Bank financing / Amortization schedule).
  • Overseas Filipino Worker (OFW - requiring remote digital execution).
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FAQs

Can I review who introduced a specific buyer to our firm?

Yes. Every client record includes a 'Referred By' attribution field. Clicking this field opens the referrer's profile, displaying all buyers introduced through their network along with cumulative sales volume.

Can our brokerage import existing contacts from Excel or Google Contacts?

Yes. Use our bulk import utility to upload large contact lists from CSV, Excel, or vCard files within minutes.

Can agents search for clients using Government ID credentials?

Yes. Client names can be similar, but PhilID, Passport, or Tax Identification Numbers (TIN) are unique. The search engine locates buyer profiles by Name, Phone Number, or Government ID instantly.

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