Track landlord communication history in your real estate CRM
In JBR Shams, Dubai, a Mid-Size Brokerage General Manager can see every landlord call, email, and message in one place to manage relationships better.
Landlords expect quick, informed answers, and without a clear history of every interaction, agents risk missed details, repeated questions, and lost trust.
FAQ
How does the system store landlord and owner contact details?
Each landlord has a profile in the CRM. It stores phones, emails, addresses, bank details, and preferred contact method in one place.
Can I see full communication history with a landlord?
Yes. Calls, emails, messages, meetings, and notes are logged on the landlord record, so you see a timeline of all past interactions.
How are landlords linked to their properties and units?
You can link each landlord to one or many properties and units. Their portfolio appears on their profile with status, rent, and key dates.
Can I track which agent last spoke to a landlord?
Yes. Each activity is assigned to an agent. You can see who last contacted the landlord and what was discussed in the notes.
Can I set reminders to follow up with landlords?
You can create tasks and automatic reminders. For example, follow up before lease expiry or after a viewing report is sent.
Can I centralize landlord documents and contracts?
Yes. You can attach contracts, IDs, and forms to the landlord and property records, so your team finds them in one place.
How do I manage landlord communication preferences?
You can store preferred channels and times in the landlord profile. Agents then see how and when to contact them.
Can I report on landlord activity and engagement?
You can view dashboards and reports showing calls, emails, meetings, and open tasks per landlord, agent, or property portfolio.