Real estate director: never miss property requests in crm notes

Directors of sales and marketing miss crm notes that mention colleagues, letting property requests slip and deals stall. Instant alerts route mentions to deal owners so they can act.

Overview

Missed crm mentions let property requests sit unnoticed, risking showings and lost commission. This workflow routes note mentions straight to the deal owner and property contact, so response times drop dramatically and follow-ups are never missed.

Notable Features

Notify deal owners instantly
Highlight colleague mentions in notes
Create a permanent audit trail