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IDX Matrix CRM

Call/Text/Email Logs

When managing a successful real estate business, you will need to stay in constant communication with multiple leads.


When managing a successful real estate business, you will need to stay in constant communication with multiple leads. This can cause confusion, duplication, or even cause a lead to not being provided with all the information they need. Excellent customer service is a key element in retaining and converting leads. So how can you make sure you stay on top of communicating with all your leads? Easy. The IDXmatrix CRM contains a history tab for each lead, which lists in detail all the communication to and from that particular lead. It doesn’t matter what method you’ve used to communicate, text, or email, this is all stored in the history tab, making it easily accessible.

If a new agent takes over a lead, then using the communication logs they can simply look back at all previous messages sent to and from the client to get themselves up to speed. By knowing exactly what information has already been communicated to the lead, agents can quickly decide about the next course of action they should take to advance the lead along your sales funnel.

Miscommunication can cause your leads to become frustrated, this may slow down the process, reducing productivity, or in the worst-case scenario it can cause you to lose leads altogether.  Thanks to the simple and intuitive layout of the IDXmatrix CRM this is no longer a concern. You can instantly access, the easy to find history tab, providing you with everything you need to know to turn leads into clients and clients into sales.

Call Text Email Logs

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