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Comments
Use the Qobrix Real Estate CRM Comments feature to record customer interactions and keep a full history of sales team engagements with customers.
Take notes for everything.
All vital information concerning any record for any module in the CRM can effortlessly be noted as a comment which will instantly log the date and time the comment was made and by whom. This becomes extremely useful when viewing any record in the CRM as you can track all the history of actions related to that specific record e.g., you will be able to track all the important follow ups made on a lead, view the most recent references logged by sales during a negotiation with an opportunity or even see valid remarks noted by clients in their client record file.
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