Premium broker workspace

Realty Assistant CRM

Reminders

Never miss client callbacks, owner updates, document deadlines, or payment follow-ups.

A full static reminder center showing how brokers can plan priority actions across the day and week.

32

Due today

18 client, 9 owner, 5 admin

04

Overdue

Escalated to managers

126

Auto messages

WhatsApp-ready reminders

19

Scheduled visits

Calendar-linked actions

Morning

11
Call Priya for token update
Confirm MetroEdge key pickup
Share Powai rental shortlist

Afternoon

09
Owner price confirmation
Send MOU correction
Follow up ad enquiries

Evening

08
Visit feedback call
Collect KYC from tenant
Send daily summary

Tomorrow

16
Legal draft review
Campaign budget approval
Owner photoshoot slot
Task queue

Action reminders

TaskLinked recordOwnerDuePriority
Collect token receiptAurum Bay - MehtaOmkar11:30 AMHigh
Confirm cab for visitMetroEdge - NikhilNeha12:00 PMMedium
Send rental agreementLakeside - SnehaRahul02:30 PMHigh
Approve campaign copyWeekend launchAisha05:00 PMNormal
Activity

Today's movement

09:00 AM

Reminder batch sent

Morning client call queue delivered to team.

12:05 PM

Deadline escalated

Owner approval for Skyline pricing flagged.

04:45 PM

Visit reminder

Buyer and executive notified for Bandra site visit.

SLA adherence

96%

On-time follow-up rate

WhatsApp drafts

22

Ready to send manually

Escalations

04

Need manager attention