RSD OrbitRSD Orbit services
Sales CRM
Bring your sales process into one workspace, from a prospective customer’s first enquiry to a completed transaction. Keep applicant requirements, valuations, offers and progression milestones connected so the team knows what needs attention next.
Clear next actions for each lead and sale, without scattered notes.
What’s included
- Record applicants, contact details, budgets and property requirements.
- Attach tasks, follow-ups and jobs with due dates to applicants.
- Manage valuations and offers alongside the relevant property.
- Track sales progression and use AI risk reviews to prepare chasers for staff to review.
How to use this service
Follow the step-by-step guide in your agency workspace. Sign in to access the tutorial.