Calendar, tasks and viewings
The next action on every lead, in one list and in your own calendar.
Viewings, tasks and follow ups sit on the lead they belong to, sync to Google or Microsoft Calendar, and push to the phone of whoever has to turn up.
Clix manages viewings, tasks and follow ups against the lead or listing they belong to. Viewings and calendar events sync two ways with Google Calendar and Microsoft Calendar, tasks can be created automatically by workflow rules, and the mobile app pushes viewing and task notifications to the agent who owns them.
New lead assigned to you
Sarah Ahmed, Dubai Hills Estate, AED 4M to 5M
Sarah Ahmed
Dubai Hills Estate, AED 4M to 5M
Today's viewings
A task belongs to a record, not to a list
A standalone to do list drifts away from the work within a week. Tasks in Clix are created against a lead, a listing or a deal, so opening the record shows what is outstanding and closing the task is part of working the record rather than a separate chore.
- Tasks against a lead, listing or deal
- Due dates and owner
- Created automatically by workflow rules
- Next action target per pipeline stage
Clix interface shown with sample workspace data
Viewings that exist in both places
A viewing booked in the CRM appears in the agent calendar, and a clash already in that calendar is visible at the moment of booking. That two way sync is the difference between a scheduling feature people use and one they work around.
- Two way sync with Google Calendar
- Two way sync with Microsoft Calendar
- Viewing linked to the lead and the property
- Outcome recorded back on the lead
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On the phone, where the work happens
Viewings and tasks reach the agent through the mobile app, with push notifications for the events that change what somebody does in the next hour.
- Today view on mobile
- Push notification on viewing created or changed
- Quick actions to log the outcome
- Delivery receipts verified
Clix interface shown with sample workspace data
More of the platform
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