Manage All Conversations, Tasks and Appointments in One Place
Create tasks and notes for yourself or your team and relate them to properties, bookings, leads and contacts. You can see a clear history of what has been completed and what still remains to be done. You can use tasks to help remind you of such things as follow-ups, important meetings, check-ins, and more. Tasks and notes help you give you a complete birds-eye view into the state of your business.
Ensure that Tasks are Completed on Time
Help your team keep on top of follow-ups, important meetings, check-ins or anything else you need to get done. You can assign tasks to any of your fellow teammates and see which tasks have been or need to be completed. Take a quick glance at your leads to get an overview of what steps need to be completed in order to make a deal go through, see when check-ins and check-outs need to be completed on a booking, or find out whether a contract has been reviewed and signed on a property.
You can add notes to virtually everything in EasyBroker so that your whole team has one location to track everything you need for your business. You can also attach files to notes so you can share contracts, forms or other documents easily and without worrying about who has a document or how to find it. Break your Post-it note addiction, get your whole team organized, and save time looking for important information.