Your CRM, built exactly for your workflow.
LockedOn is powerful out of the box — and endlessly configurable underneath. Set user permissions, create teams, control data entry and make LockedOn work exactly the way your agency does.
User permissions
Control exactly what each team member can see and do within LockedOn — by role, by team or by individual — keeping your data secure and your workflows clean.
Team management
Create teams within your agency, assign contacts and properties, and manage workload visibility across your entire operation from one place.
Data entry settings
Customise how data is entered, categorised and tagged across your CRM — ensuring consistency across your team and accuracy in your reporting.
Custom fields
Add custom fields to contact and property records to capture the information that matters to your agency — beyond the standard set.
Template management
Build and manage your email, SMS and letter templates from a central library — ensuring your team is always working from current, approved communications.
Agency-wide configuration
Set your agency defaults — communication preferences, automation settings, portal connections and more — so every new team member starts with the right setup from day one.
LockedOn your way.
No two agencies work exactly the same way. LockedOn's settings and customisation tools let you configure the platform to match your processes, your team structure and your workflow — so your CRM feels like it was built for you, not the other way around.
Want to see how LockedOn adapts to your agency?
Book a free demo and we'll walk you through the configuration options — and how to set LockedOn up for the way you actually work.
