Features / Client Management / Client activity

Record client activity

Track and view client activity and history – enquiries, property activity, marketing and more

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Add and track property interactions

Add and track property interactions

Record details of every interaction the client makes with a property, including enquiries, inspections, contracts and offers. These activities can be automatically created via LockedOn’s third party integrations, or manually.

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Email and SMS history

Email and SMS history

LockedOn retains email and SMS logs for each client, as well as the message content – so you can see exactly what was sent.

Link to properties

Link to properties

Link clients to current listings and previous purchases, and keep a full log of their previous property actions.

Public and private notes

Public and private notes

Write notes that can be seen by vendors, and private notes that only you can see so you have a full overview of individual activities.

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