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IDX Matrix CRM

Manage To-dos and notes

Juggling multiple leads, all at different stages on the sales journey.


Features of Manage To-dos and notes:

IDXmatrix real estate CRM is an all-in-one system that can manage every aspect of generating leads through to completing sales. Our system allows you to create sticky notes that can be attached to each lead reminding you what the next step of the process is, what the client’s communication preferences are, or any other information you might need relating to a particular lead. You can also create to-do lists within the CRM software so you can easily prioritize which tasks are the most urgent. This allows you to get your work done quickly and efficiently.

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How Manage To-dos and notes works:

There are a million and one apps and websites out there that can act as your organiser, and many people have a preference. However, using multiple apps can become an organisational challenge. You end up needing an app to figure out what information is on what app. That’s why being able to manage you notes, To-do lists, and priorities all in one place, on our CRM makes, your job so much easier.

Benefits of Manage To-dos and notes to Agent :

Juggling multiple leads, all at different stages on the sales journey, can be a migraine-inducing nightmare. Customers want to feel valued and they also want you to make their lives as easy as possible. If they have to chase you up for information or think your customer service is below what they expect, then they are likely to find a broker elsewhere. That’s why it is so important to keep your client notes and outstanding tasks well organised.

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