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Manage To-dos and notes

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


Juggling multiple leads, all at different stages on the sales journey, can be a migraine-inducing nightmare. Forgotten tasks, duplicated jobs, and miscommunication can all kill a sale. If your client feels neglected or taken for granted they are not likely to make a purchase from you. 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 that 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 all your client notes and outstanding tasks well organised.

There are a million and one apps and websites out there that can act as your organiser, and many people have a personal preference. However, using multiple apps can become an organisational challenge in itself. You end up needing an app to figure out what information is on what app. Instead of making your work easier it actually just adds even more tasks for you to do.

IDXmatrix CRM is an all-in-one system that can manage every step of the process, so you can get your work done quickly and efficiently. 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 so you can easily prioritize which tasks are the most urgent.

Manage To-dos and notes