Keep clients · Clients
One record per person, on every app.
Irina wrote on WhatsApp, Telegram and email, first as a buyer, now as a property owner.
202420252026BuyerProperty ownerVilla on Saadiyat, bought Nov 2024One recordIrina M.Moscow
202420252026BuyerProperty ownerVilla on Saadiyat, bought Nov 2024One recordIrina M.Moscow
What your team promised Irina stays on the record.
Liman notes each promise from the chat, and whoever opens the record next sees it.
- When an agent leaves, their clients stay with you.
Promises made
- Send the 2026 service charge for the villa, in RussianBy Mon 12 Oct, 10:00 Noted by Liman, From Irina’s Telegram message, Fri 2 Oct
- Call Irina about a second villaBy Fri 16 Oct, 19:00, 18:00 MoscowAnna
Questions get answers. Updates wait for a yes.
Every record shows who agreed to hear from you, when and how. Pick one to see what may go to Irina.
- Replies from the concierge
- Yes
- Revival notes
- Yes
- Updates
- Yes
Irina M.Moscow · Russian
Opted in14 Mar 2024
Replied YES on WhatsApp to the updates question
Agreed to hear from you. Revival and updates may go out.
Opted in · WhatsAppThu 14 Mar, 21:02recorded by Anna
Agents see their own clients. You see who opened what.
A sales manager sees their office. Owners and admins see everyone.
| Owner, you | Sales manager | Agent | Finance | |
|---|---|---|---|---|
| See clients and their chats | All | Their office | Their own | All, read only |
| Answer chats and change records | Yes | Their office | Their own | No |
| Export clients | All, with the full export | Their office | No | No |
Six roles to start from, with Admin and Viewer, or copy one and make your own. Nobody can give a role more than their own holds.