Features / Client Management / Track client details

Track every detail about your clients

Multiple contacts, notes, activities, groups – every detail about your buyers and sellers.

Multiple contacts

Every client can have a number of contacts – each with their own set of contact details and subscription settings.

Notes and activity tracking

LockedOn tracks client notes, as well as database activity – such as inspections, offers, email / SMS history and more. At a glance, you can see recent activity as well as a full list of all activity for each client.

Contact options

Your contacts can be unsubscribed from certain types of marketing – such as SMS (but not email), and they will be automatically omitted from those communications – or you can simply set them to Do Not Contact.

Group your clients

Tag and group your clients according to your preferences – be it active buyer / seller, VIP’s, hot sellers or any groups you set up in the Engine section of LockedOn.

Communication lists

Your clients can subscribe to communication lists that you specify, such as Weekly Open Homes, Newsletters or Property Alerts.

Document tracking

Upload important documents to your clients with a simple “drag and drop” into your web browser.

Complete bulk actions

Need to assign a tag to multiple clients, or create a task for many? Use LockedOn’s bulk action tool to update many clients at once with specific actions.