Jordan Fishwick - Real Estate CRM

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Branch

Show intent types

Purchaser Vendor Tenant Landlord Open Contact Directory

Select Contact Intent

Determines Workflows & Required Fields

shopping_bag PURCHASER sell VENDOR vpn_key LANDLORD

Client & Contact Details

Smart Duplicate Check Active

Company Name *

Company Reg No

Rep Job Title

Contact Name *

Phone Numbers *

Primary

Email Addresses

Primary

Contact Source

location_on Address Lookup

location_on

Address Line 1

Address Line 2

City

County

Postcode

Country

Associated Contacts

Joint Parties / Officers

group

Victoria Sterling

Shared Intent: Buy | victoria@sterling.com

+44 7700 900111

Salutation

First Name *

Middle Name

Last Name *

Role *

Phone Numbers *

Pri

Email Addresses *

Pri

Address same as main client

Address Line 1

Address Line 2

City

County

Postcode

Country

Requirements & Intent Profile

Tenant Flow

Price Range

Timeline

Why Moving

Preferred Locations

Mayfair close Belgravia close Chelsea close

Property Category Standard

Detached Semi Detached Terrace Apartment (Ground Floor) Apartment (First Floor) Apartment (Penthouse) Bungalow Park Home Land Commercial

Min Bedrooms Needed

Motivation & Soft Facts

Negotiator command asset

How soon are you looking to move? Why?

What prompted this search or valuation?

How long have you lived there? (If Tenant/Landlord)

Are there any special features desired/existing?

What value range do you believe the property falls in?

GDPR Consent Preferences

Per-Purpose Consent

Marketing Consent

General marketing, newsletters & service updates.

Property Matching Consent

Automated property match alerts for new & updated listings.

Preferred Contact Channels

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Contact Saved Successfully

Smart follow-up engine triggered

To maintain optimal negotiator speed, diarise a follow-up task now. Select a pre-configured timeline or log a custom chase:

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