Client Profiles is a CRM feature that stores and organizes complete client information, contact details, and referral history in a centralized database. This technology enables real estate service practitioners to track every interaction with buyers, sellers, and referral sources throughout the property transaction lifecycle.
Key Components
- Contact Information Database: Stores names, phone numbers, email addresses, and physical addresses
- Referral History Tracking: Records who referred each client and tracks the chain of referrals
- Transaction History: Maintains records of past property inquiries, reservations, and purchases
- Communication Logs: Documents all calls, messages, and meetings with each client
- Document Attachments: Links valid IDs, TIN certificates, and other required documents to profiles
- Source Attribution: Identifies where each lead originated (marketing forms, referrals, walk-ins)
How it Works
You start by creating a client profile when a new prospect enters your sales pipeline. The system captures basic contact information and automatically assigns a source based on how the lead arrived.
As you interact with the client, you log activities like site visits, tripping schedules, and follow-up calls. When the client makes a reservation, the profile links to their payment schedule and transaction records.
The referral network feature tracks relationships between clients. If Client A refers Client B, the system maintains this connection. You can view the complete referral tree to identify your most valuable referral sources.
Pros & Cons
Pros:
- Eliminates manual tracking through spreadsheets or notebooks
- Prevents duplicate client entries
- Enables quick retrieval of client history during calls
- Supports commission tracking by maintaining clear referral chains
Cons:
- Requires consistent data entry discipline from agents
- Initial migration from existing records takes time
- Data quality depends on user input accuracy
Real-World Application
In the Philippine real estate industry, client profiles solve a critical problem: tracking referral-based commissions. Most brokerages operate with tiered commission structures where referring agents earn overrides.
iRealtee's Client Profiles feature maintains the complete referral history for each relationship. When a buyer closes a unit worth PHP 5,000,000, the system automatically identifies the referring agent, the original lead source, and any upline agents entitled to commission overrides.
This eliminates disputes over referral credits. The audit trail shows exactly when and how each client relationship was established, protecting both agents and the brokerage from commission conflicts.
Related Terms
References
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