Managing Clients and Leads for Management Companies

To manage and view clients click on the Clients tab at the top of your screen. 


From within the CRM you can add clients by clicking the Add Client button.

When adding your client you'll enter their basic information and client preferences. 

You can also mark the source of the lead, names of any other occupants, or add another agent if you want to share the client's information with someone at your company. Additionally, you have the option to add the client's postal code or internal client note.


You can also add any information about their broker (if they have one):

From the client overview section you can filter your client list by a variety of criteria, search by client name, or export a CSV of your client data.


You can also manage the interest level and status of your lead using the dropdown menus next to each client.

To edit existing clients, click on the client to open their client card. Click Edit from the Options dropdown menu. From within each client card you can execute searches based on the client's criteria as well as subscribe each client to receive email updates for listings that match their preferences. As soon as you turn email updates on, your client will receive an immediate email with the 10 most recent matches, followed by an email update once daily at 8:00 AM EST. At the bottom of the client card you will see a list of all listings that were sent to your client. You can filter this list by listings that were manually sent or sent via a subscribed search.


Add appointments with a client to your calendar by clicking the button in the Scheduled Appointments section of the client card. 

Learn more about using the Nestio Appointments feature here

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