Never Miss A Showing, Follow-Up, Or Closing Deadline

Never Miss A Showing, Follow-Up, Or Closing Deadline

You’re showing 10 properties to 15 different buyers while managing
seller relationships and coordinating with lenders, inspectors, and
attorneys. Important follow-ups slip through the cracks. You’re
scrambling to remember buyer preferences and property details.

How MixCRM Helps

Feature 1: Contact Segmentation

Organize Buyers, Sellers, & Partners

Tag contacts as buyers, sellers, or service providers. Filter by
price range, location preference, or property type. Send targeted
updates to just the buyers interested in downtown condos under $500K.

Feature 2: Property Tracking

Link Properties To Contacts

Connect listings to interested buyers. See which properties each
buyer has viewed, their feedback, and next steps. Track offers,
counteroffers, and contingencies.

Feature 3: Automated Follow-Ups

Never Forget To Follow Up

Set automatic reminders after showings. Schedule “checking in”
emails to buyers who haven’t heard from you. Get notified when
inspection contingencies are due.

Typical Workflow

1. New buyer inquiry → Contact created with preferences
2. Property matches → Email sent with listings
3. Showing scheduled → Calendar event, automatic reminder
4. Post-showing → Feedback logged via mobile app
5. Follow-up → Automatic reminder 24 hours later
6. Offer made → Deal created, documents attached
7. Under contract → Tasks created for inspections, appraisal, closing
8. Closing → Complete history for referrals and testimonials

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