CRM
Keep every property relationship in context.
Bring prospects, tenants, owners, and vendors into a clearer contact workflow. Keep follow-ups and interaction history close to the property work they relate to.
CRM
What your team can do
LETRENTS CRM is intended to keep prospects and operational contacts connected to the properties, enquiries, and services they relate to. Staff can review relevant contact details and interaction history without maintaining disconnected lists.
For prospects, a pipeline gives the team a place to record the enquiry stage, assign an owner, and set the next follow-up. Calls or meetings can be noted alongside existing communication history where available.
When a prospect becomes a tenant or client, the relationship history should carry forward into the appropriate operational workflow, subject to permissions and consent requirements.
A typical workflow
A clear path from start to follow-up
- 1
Capture the relationship
Record a contact and the property, enquiry, or service they are connected to.
- 2
Set the next step
Assign an owner, stage, and follow-up date so the conversation keeps moving.
- 3
Keep the history useful
Review interactions and outcomes when the contact becomes a tenant, client, or vendor.
Good to know
Frequently asked questions
Can CRM track prospects as well as current tenants?
The CRM workflow is intended to cover prospects and operational contacts, while keeping tenant, owner, and vendor records connected to their existing workflows.
Can a prospect become a tenant without duplicate records?
The conversion flow should retain the contact history and link the tenancy to the same person record.
Can I record calls or meetings?
Teams can keep relevant interaction notes and follow-up actions with the contact, subject to their role permissions and retention policy.