Client Meeting & Negotiation Tracker

Keep track of active deal negotiations. Aiksol360 CRM allows property specialists to document meeting minutes immediately following site viewings and client consultations. Log offers, counter-proposals, and next actions to ensure no negotiation details are forgotten.

Track Offers & Counter-Proposals

Track Offers & Counter-Proposals

Document negotiation histories accurately. When a buyer offers ₱5,000,000 for a property and the developer counter-proposes ₱5,500,000 with extended equity terms, log the exchange immediately. Maintains a clear record of price negotiations, preventing misunderstandings when finalizing the reservation agreement. Managing brokers can review negotiation logs to advise specialists on closing strategies.

Key Commercial Benefits:

  • Preserve an auditable record of the buyer's latest commercial offer.
  • Track the variance between asking price and buyer offers.
  • Share negotiation histories with managing brokers for pricing guidance.
Audio Voice Notes for Field Updates

Audio Voice Notes for Field Updates

Property specialists prefer not to type lengthy summaries while traveling between site viewings. Our platform allows agents to record a quick **Voice Note** summary (e.g., 'Client liked the layout but requested an end-unit facing the park'). The audio recording attaches to the client profile, enabling managing brokers to hear updates directly without delay.

Audio Note Features:

  • Record meeting summaries in English or Filipino directly from the field.
  • Eliminate manual typing while maintaining comprehensive client notes.
  • Enable sales directors to review buyer sentiment and advise on strategy.
Mandatory Next-Action Commitments

Mandatory Next-Action Commitments

Every meeting must lead to an actionable next step. The platform prompts specialists to establish a 'Next Action Date' (e.g., Follow up on Tuesday or Send updated sample amortization schedule). Unassigned consultations remain flagged as incomplete, ensuring proactive follow-ups until deals reach a clear conclusion.

Accountability Features:

  • Prevents active deals from losing sales momentum.
  • Configures automated task reminders for scheduled follow-ups.
  • Keeps opportunities moving through your sales pipeline.
Post-Meeting Task Delegation & Collaboration

Post-Meeting Task Delegation & Collaboration

Client consultations often generate tasks for colleagues. A buyer might request a customized payment schedule requiring finance review, or price adjustments needing broker authorization. Assign post-meeting tasks to team members directly from the consultation log to coordinate execution.

Team Delegation Workflow:

  • Assign follow-up tasks to support staff or accounting teams.
  • Track task completion statuses within the client timeline.
  • Notify colleagues through the built-in communication hub.
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Activities

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Team Alerts

FAQs

Can I review the complete consultation history for a specific buyer?

Yes. The Client Timeline presents an auditable chronological record of every meeting, site viewing, phone call, and negotiation note attached to that buyer.

Can managing brokers listen to recorded voice summaries?

Yes. Sales directors can play back audio voice notes submitted by specialists to evaluate buyer interest and provide deal coaching.

Does logging a meeting synchronize with team calendars?

Yes. When you log a consultation outcome and establish a next appointment date, the event populates your sales calendar and delivers reminders automatically.

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