Demo workspace · Account records are not connected; nothing is submitted.
Agent review
Demo client component review: fictional person, tasks and conversations; sales evidence comes from the dated source files. No private records are read or saved.
Clients
Everyone you are working with: what they want, sales research, and what comes next.
Matches use project sales history, 1 January 2026 to 2 October 2026, not live property availability. Open a client’s brief to review the evidence. Browse current projects
Refine your clients Source, tags, dates and next actions
1 clients in this view of 1 on record · Showing 1–1
| Client | Stage | What they want | Next action | Last touch | Source |
|---|---|---|---|---|---|
| Example client example | QualifiedChange stage | Business Bay · Jumeirah Village Circle · 2 bed · 6 more 110 projects in sales history1 recently recorded | Prepare a project comparison 20 Oct 2026, 14:00Today | 2 days ago | A referral |
A CSV file from your spreadsheet or your old system, up to 1,000 clients a file. The first row names the columns.
- Needed
- Name
- Read when there
- Phone · Email · Area · Size · Budget · Stage · Tags · Notes
Enable JavaScript to edit import. You can still read the client list.
- Rows matching a readable phone or email in your current client list are skipped. Review the result before retrying; names alone are not deduplicated.
- A row with no name is left out. A number or address that cannot be read is left off, and the person is still added.
- Nobody brought in is called or messaged: consent is recorded on each record, by you.