Active Clients & Contacts

You're in the
people biz

Knowing your clients and their needs is critical to your success. With organized client tables, you'll know who is ready to buy or sell at any moment.

Built for real estateClean daily workflowsOne connected system

Hot buyers

16

Warm buyers

2
NameLocationsPriceType
The KlessorsLower Lonsdale$1 - 1.2MCondo
Tom NewtonLower Lonsdale$800 - 900KCondo

Cold buyers

24

Leads

Organize your
entire pipeline

Knowing your clients and their needs is critical to your success. With organized client tables, you'll know who is ready to buy or sell at any moment.

Prioritize Clients
Track Activity
Scheduled Follow-up
Lead Pipeline
Sarah JohnsonHot
Mike DavisWarm
Emily ChenCold
James WilsonHot

Tired of losing Prospective Clients (or past clients) because of poor follow up?

ACTIVE CLIENTS

Being organized feels good

01

Rank Leads

Rank your leads by Hot, Warm, and Cold and freely move them through your pipeline. Ranking your leads gives you a snapshot of which clients are ready to put pen to paper and which clients need more nurturing.

02

Book Events

Booking events in Reach gives you the ability to track each event to a Contact. The calendar two-way syncs with Google or Outlook and keeps  a tab on all the time you're spending with clients. Never forget about a property your valuable clients have seen with you.

03

Track Everything

Every contact has an activity card that tracks all their showings, meetings, communication, and important dates. You'll never miss another home anniversary or birthday again! The best part, everything you have tracked stays with the contact forever.

04

Follow-Up Reminders

Never forget a Lead again. With automated follow-up reminders based on their lead temperature, you'll know when its time to make a call or send an email. All of this communication tracks in the activity card for future reference.

Why it matters

The cost of mismanaging a lead

is astronomical

Testimonial

Heard from the field

"Our team moved from relying on our iPhone to keep contacts, to importing, tracking and managing our entire buyer and seller database, so we can keep our clients more updated and better looked after. We close more sales now, as we never let anyone slip through our hands."

David Matiru, The Den Real Estate Group

Stilhavn Real Estate Services