Your Daily CRM Routine

This guide outlines a typical day for a Sales or Lettings Negotiator when using CRM:

Start of Day

• Check dashboard for new leads and alerts
• Review today’s tasks and appointments
• Respond to any overnight portal enquiries
• Confirm viewings for the day via SMS/email

Morning Workflow

• Call back new buyer/tenant enquiries
• Add new contact records with tags (buyer, vendor, etc.)
• Match buyers to live listings and send details
• Update vendor notes from yesterday’s viewings

Midday Tasks

• Schedule follow-up calls for offers and feedback
• Progress current sales: update chain info, contact solicitors
• Add or update property listings
• Upload documents and update status fields

Afternoon Engagement

• Send end-of-day updates to vendors (auto or manual)
• Review listings needing price changes or new photos
• Prepare property packs for tomorrow’s viewings
• Log and escalate hot leads to senior staff (if needed)

End of Day Wrap-Up

• Tick off completed tasks
• Set follow-ups for tomorrow
• Run AML/ID checks on any new vendors
• Log calls and upload documents
• Log out securely and close browser

Browse the CRM best practice checklist section. 

Need Help?

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