CLIO IQReal estate
From site visit to closing. Every walkthrough, objection, and follow-up tracked against the unit and the buyer, not left in someone's notes app.
Site visits, captured
A walkthrough conversation — what the buyer liked, what gave them pause, budget signals — is filed against that specific unit and buyer, not scribbled in a notebook that stays with whichever agent took the visit.
When a deal changes hands
Deals in real estate often move from three agents to one closer. When they do, the full history — every objection, every promise made on a call — moves with the buyer record instead of staying in the original agent's head.
Objections, tracked over time
If a buyer raised the same concern on three separate visits, that pattern is visible — not three isolated conversations no one connected.
From interest to closing
Every follow-up promised on a call is tracked against the unit, so nothing about a buyer's journey depends on one agent remembering to update a spreadsheet.
Nothing left behind when a deal changes hands.
Walk through a real filed record.
We'll show you a transcript become a CRM entry, end to end.