Client Keeper
Understanding
Realtors’ Hectic Day-to-Day
The American company helps busy real estate agents manage their client base and become more effective in handling property deals. By understanding how client management can be overwhelming, they recognized the necessity for an easy to use Real Estate CRM application that will help realtors seamlessly organize accurate data and manage communication with clients.
Boosted efficiency and productivity
Today, real estate agents and agency owners struggle to organize and keep up with their hectic task management, handling extensive client data, and ensuring ongoing communication. So, we had to develop a highly automated CRM to boost agents' productivity and efficiency by freeing them from manual tasks and allowing them to focus on closing more property deals.
Based on the pre-selected frequency option, automated follow-up reminders help agents to organise, prioritise and track their daily, weekly, or upcoming client interactions, such as birthdays, reconnections, and homeiversary. This ensures timely, personalized engagement, for building and maintaining strong client relationships.
The option of manually entering important dates and times for both the current week, future engagements, past tasks and the catch-up feature that ensures that missed to-dos are easily retrievable, providing agents with a comprehensive overview of their work week for easier organization and better work distribution.
Convert notes
into information via AI
App’s multiple note-taking options are being upgraded with AI virtual assistant integration that will automatically convert and organize note content into relevant information, tasks, and updates. Agents will receive notifications for these updates, allowing them to quickly confirm details or clear up any confusion by communicating directly with the virtual assistant.
Building
lasting relationships
The app sends push notifications directly to the agent's mobile device, even when the app is closed. This keeps agents constantly updated on note processing and inquiries from Virtual Assistants for both future and past activities, ensuring a smooth workflow without the need for manual checking.
Quick access to new & key clients
Agents can personalize their contact management system with the pin feature, allowing them to efficiently organize and access their contact list by sorting clients based on importance or recent addition, making sure these contacts are easily reachable.
Client
property status
Simply insert important client details, including their property preferences and current status in their home journey – buying, selling, or in the process of closing a deal, keeping agents fully informed and able to provide tailored services to their needs.
Fast dev with FlutterFlow
In just 12 weeks, we developed an app on the FlutterFlow platform that met the needs of realtors with a suite of AI-powered automation tools and integrations. App's high-tech framework ensures that realtors not only have access to a seamless and functional CRM system but also benefit from enhanced scalability and security through direct Supabase integration.
Solution
All-in-one app to simplify your CRM
Realtors daily deal with hectic workloads and lots of client information, often finding it difficult to keep up and manage all tasks and client interactions effectively. But now, with the all-in-one mobile app, they can simplify their CRM and focus on what is the most important – closing more property deals.
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