Task & Reminder Control System
Centralized task management system for real estate agencies. Each lead generates automatic tasks for agent. System tracks execution, reminds of deadlines, escalates overdue tasks to manager. Owner sees who does what and where delays are.
Problem
- ×Agents forget follow-ups — leads get lost
- ×No transparency: who works on what
- ×Delays discovered too late
- ×Hard to control remote agents
- ×No single place for all tasks
Solution
- ✓Each new lead automatically creates tasks: contact, qualify, invite to viewing
- ✓AI reminders before each deadline (email, push, SMS)
- ✓Overdue tasks escalate to manager
- ✓Dashboard for owner: all agents, all tasks, all statuses
- ✓Automatic agent productivity reports
- ✓CRM integration — tasks synced with leads
What the System Does
Auto Task Generation
System automatically creates tasks based on funnel stage. New lead = "call" task. Interested = "viewing" task.
Smart Escalation
If task overdue by hour — agent reminder. By day — manager escalation. By 3 days — owner alert.
What We Achieved
No follow-up missed — 100% tasks completed
Overdue tasks detected instantly, not after weeks
Owner has full transparency of team work
Agent productivity increased 25%
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Lead Qualification Hub
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* Dashboard is customized for your business and integrates with your systems
Key Features
What's included in the solution
Smart Reminders
Reminders across all channels
Auto Escalation
Overdue task escalation
Team Dashboard
All agents on one screen
Mobile Alerts
Push notifications for agents
Included with Every Solution
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