Site visit flow
Book a site visit
This form shows how a property website can collect preferred date, time, property interest, and notes for the CRM team.
Visit request captured
The CRM can create a scheduled visit task for the assigned sales person.
Follow-up reminders
The team can see pending reminders instead of relying on manual memory.
Source and property tracking
Reports can show which campaigns and properties drive actual visits.
Site visit request
Capture preferred timing, property interest, and contact details.