Clients Module

The Qobrix Clients module is used to centralize vital customer data as well as group all client accounts, bringing together important information into one place and providing you with a 360 view of all your customers which can be tracked in real-time. The client accounts are usually created through the opportunity conversion process but can also be entered manually or automatically completed through API integration.

Qobrix Real Estate Clients Module

Access your entire client history

Through the client module, you can view all pertinent historical data about a customer, from leads to post-sale. This includes every stage of the sales cycle that each client has completed providing you with intelligent business insights such as duration of sales cycle, conversion ratios, comparative sales methodologies, market analysis, profitability etc. – so that you can put strategies for improvement in place, where necessary.

Qobrix Real Estate Clients Module history
Real Estate CRM Clients Module Integrations

Create targeted marketing campaigns

The clients module provides you with all the data you need to categorise customers into specific segments (based on buyer personas), to whom targeted marketing campaigns and collateral can be sent. Depending on where in the sales cycle your client is, you can send them personalised emails and/or SMS using 3rd party integrations such as MailChimp or Clickatell.

Create targeted marketing campaigns

The client module provides you with all the data you need to categorize customers into specific segments (based on buyer personas), to whom targeted marketing campaigns and collateral can be sent. Depending on where in the sales cycle your client is, you can send them personalized emails and/or SMS using 3rd party integrations such as MailChimp or Clickatell.

Real Estate CRM Clients Module Integrations

Give access to Client Portal

Customers registered in the client’s module are given access to the Client Portal through which they can view their property’s floor plans, site plans, property images, progress photos, contracts, financial statements and more. This information is pulled automatically from the Qobrix CRM platform, streamlining workflows by reducing unnecessary administration.

Clients Portal Access