Every enquiry, in one place.
Keep the person, the property preferences, and the conversation together. Make your next call with the full picture.
Keep the context close.
Work from the enquiry itself, with the relevant contact details and remarks at hand. Pick up the conversation without starting from scratch.
Make the next step clear.
Give each action a place in the workflow. Keep progress visible, so you know what has happened and what needs attention.
What you can explore
- Capture contact details and property requirements.
- Keep budget, location, and preferences with the enquiry.
- Read previous remarks before the next conversation.
Start with context. Build a better relationship.
Try this workflow with the sample records in the LeadHarbor portfolio demo. Changes stay in the browser on the device you use.
