Clients
Clients and follow-ups
One record per person, combining owned properties, requests, and follow-ups without duplicates.
| Client | Client relationship | Owned properties | Client requests | Responsible user | Next follow-up | Actions |
|---|---|---|---|---|---|---|
| Ahmed — sample clientclient1@example.test | Request owner |
0linked properties | 1Bright apartment in a quiet neighborhood | Yassine — property advisor | Due today - 2026-10-24 16:00 | |
| Sara — sample clientclient2@example.test | Request owner |
0linked properties | 1Family villa with a garden | Yassine — property advisor | Due today - 2026-10-24 16:00 | |
| Yassine — sample clientclient3@example.test | Request owner |
0linked properties | 1Spacious apartment with a terrace | Yassine — property advisor | Due today - 2026-10-24 16:00 | |
| Sample property ownerclient4@example.test | Property owner |
6linked properties | 0Office close to amenities | Yassine — property advisor | Due today - 2026-10-24 16:00 | |
No matching clients. | ||||||
Sara — sample client
Private details, relationships, and follow-ups for this client.
Request owner
Owned properties
Bright apartment in a quiet neighborhoodML-101Family villa with a gardenML-102Spacious apartment with a terraceML-103Office close to amenitiesML-104Home with a private gardenML-105Practical city-center studioML-106Linked requests
Family villa in Rabat with a garden.Properties suggestedClient appointments
Add appointmentCommunication timeline
Record each contact and outcome, then schedule the next follow-up.
No activity has been recorded yet.
Add client
Add the person once, then mark them as a property owner, request owner, or both.