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Read article →Clients and pipeline: never lose a lead
Record search requests, let ImotDesk find matching properties and follow every client to the deal.
Contacts with a search request
Under Customers → Contacts add buyers: name, phone with country code, language and – most importantly – the search request: places, property type, budget, area and rooms.
Matching properties
For every contact ImotDesk shows the properties that match the request. When a new matching property comes in – even from a partner – the responsible agent gets a notification. So you call the client before they buy elsewhere.
The pipeline
The pipeline shows all clients as cards by stage: new, in contact, viewing planned, negotiation, bought. Simply drag a card into the next column.
Follow-ups
Set a date for the next step on every contact. Every morning the dashboard shows who is due today – overdue dates are marked red.
Website inquiries
Inquiries from the contact form of your ImotDesk website arrive automatically in the CRM as a contact together with the requested property.
