Module · Client CRM
4 featuresGroup: Sales and clientsQuestions: 3
The problem
Why this hurts
In most agencies the client database lives in three places at once: a spreadsheet, the agent's phone and the agent's head. When the agent leaves, they take two of those three with them.
What it does
What Client CRM does
- 01
Four client types
Sellers, buyers, landlords and tenants get separate records and separate paths. The agent working a buyer sees different fields than the agent working a seller.
agentspace.pl/appMviewingMargaret Green
Buyer · budget up to 900,000 PLN · Podgórze
Contact history
today, 10:12Call, 4 min 12 sAsked for a second viewing on Saturday12 SeptemberViewing, Kalwaryjska St.Kitchen too small, everything else works4 SeptemberCall, 2 min 40 sFirst contact from the listingMatches in the database: 3 listings
The system checked the saved search on its own and found a new apartment on Kalwaryjska.
- 02
A pipeline you can actually see
Every client sits at a stage. You can see how many have been stuck at the same stage longer than they should be, before they go cold.
02A pipeline you can actually see - 03
Notes from every contact
Conversation history lives on the client record, not in a private notebook. When an agent is on holiday, somebody else can pick up the thread without asking where things stand.
agentspace.pl/appMviewingMargaret Green
Buyer · budget up to 900,000 PLN · Podgórze
Contact history
today, 10:12Call, 4 min 12 sAsked for a second viewing on Saturday12 SeptemberViewing, Kalwaryjska St.Kitchen too small, everything else works4 SeptemberCall, 2 min 40 sFirst contact from the listingMatches in the database: 3 listings
The system checked the saved search on its own and found a new apartment on Kalwaryjska.
- 04
AI writes the follow-up
On the client record the AI drafts the message and helps defuse the objection. The agent copies and sends instead of putting it off until tomorrow.
04AI writes the follow-up
Who it is for
For agents as their daily workspace, for the owner as a guarantee that the agency's database stays with the agency.
Questions
Before you ask
The questions that come up about this module on the first call.
Will you migrate our existing client database?
Yes, that is part of the rollout. We upload a spreadsheet or an export from your current system and map the columns onto AgentSpace fields. Contact history comes across.
What happens to clients when an agent leaves?
They stay in the agency database with their notes and history. When you remove an account the system asks who should take over their clients and listings, and shows how many there are.
Can agents see each other's clients?
That is your call. By default an agent sees their own, a manager sees their team and the CEO sees everything. You can also hide phone numbers from anyone who is not the record's owner.
The rest of the system
Sales and clients
Everything between the first phone call and a signed contract.
Leads from ads
A Facebook lead reaches an agent, not a spreadsheet
AI on call
Calls answered, even during a viewing
Buyer requirements
Record a buyer once, let the matches find themselves
Day plan and activities
The agent knows what to do today before opening their phone
Deal board
All clients and listings on one board
Automations
Things that happen on their own when something changes
See it on your own data
A 30-minute call. I will show what client crm would look like in your agency, on your clients and your commission model.