CRM Client List – ClubProperty.com

CRM. Client List

Client Profile

Full Name *
Email
Phone
Mobile
Address
Preferred Contact

Language
Time Zone

Photo

Profile Notes

Client Referral

Source
Campaign
Client Type

Status

Last Contact

Property Preferences

Location
Property Type
Price Min
Price Max
Bedrooms
Bathrooms
Size Min
Size Max
Must Haves
Nice To Haves
Financing
Move in Date
Notes

Property Offered

Property URL
Advertisement
Property Status

Expected Close
Budget and Marketing Plan
Property Offered Notes

Communication

Next Contact
Tags
Communication Log
Follow Ups
Documents Shared
Open House
Marketing Preferences
Communication Notes

Deal / Opportunity

Deal Name
Stage

Value
Commission
Close Probability
Expected Close
Deal Notes
Additional Agent

Compliance & Consent

GDPR consent collected
Compliance Notes

Analytics

Client Score
Source Effectiveness
Analytics Notes

Advanced / Optional

Co-Partner Info
Preferred Showing Times
Lender Contact
Lawyer Contact
Social Links
Advanced Notes

Actions	Name	Email	Mobile	Preferred Contact	Type	Status	Last Contact	Location	Property Type	Price Min	Price Max	Bedrooms	Bathrooms	Size Min	Size Max	Must Haves	Nice To Haves	Move in Date	Property URL	Advertisement	Expected Close	Budget and Marketing Plan	Client Referral	Next Contact	Follow Ups	Documents Shared	Deal Name	Stage	Value	Commission	Expected Close	Additional Agent	Client Score	Campaign	Source Effectiveness	Co-Partner Info	Preferred Showing Times	Lender Contact	Lawyer Contact