CRM & Operations
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Client Management

Never lose a lead again.

Every buyer, seller and enquiry in one place — with every note, activity, call and interaction tracked automatically. LockedOn gives you the complete picture on every contact, every time you need it.

Complete contact profiles

Every buyer, seller, landlord and tenant — notes, activity history, communications, documents and groups — all in one profile. Your whole relationship, in one place.

Activity feed

See every interaction at a glance. Calls, emails, SMS, notes and tasks are automatically logged and displayed in a clean timeline for every contact.

Groups and segmentation

Organise your database your way. Create custom groups — farm area, hot buyers, past clients — and reach them all in seconds.

Document management

Attach contracts, IDs and correspondence to any contact with a simple drag and drop. Everything where you need it, always.

Duplicate matching

LockedOn automatically identifies and merges duplicate contacts — keeping your database clean without the manual work.

Advanced search and filters

Find exactly who you're looking for in seconds. Filter by location, status, buyer criteria, last contact date and more.

The right contact, at the right moment.

LockedOn's smart search and filtering lets you build a targeted list of exactly the right people in seconds — then reach them all with a single click. No spreadsheets. No manual sorting. Just your database, working for you.

"I've used multiple CRM systems — H1, Vault RE, Rex, Agent Box. I can say LockedOn is definitely the best overall. Easy to use and the automation is brilliant."

Matt Corin
Matt Corin Realty

Ready to take control of your database?

Book a free demo and we'll show you exactly how LockedOn's client management tools work — for agencies just like yours.

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