Clients

Use the Qobrix Clients module to centralise vital client data and provide the after sales experience you want to give to your customers. All Client records can be assigned to internal users for better customer management where they will have the ability to create and/or assign different activities, and document comments, related to each client.

Clients management in CRM

Access your entire client history

Keeping track of your after sales experience is just as important as having a clear understanding of the client history up until the sale was made. Each client record is directly linked to all the historical data related to the customer, from leads to opportunities. 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, full details of the completed negotiations or any special requests you may have agreed to.

Provide access to Client Portal

The Qobrix Enterprise plan allows you to utilise the Client Portal to share vital information with your customers including access to their floor plans, site plans, property images and progress photos. They will also have access to review their contracts and financial statements including their total balance and payments due from different services such as cleaning, communal and landscaping fees. This information is pulled automatically from the CRM, streamlining workflows and giving clients the satisfaction that they are individually being looked after.

Qobrix Real Estate Client Portal Dashboard with property photos, plans and documents