CRM

Contact register and relationship history.

Manage property owners, strata managers, building managers, tenants, trades, consultants, certifiers, brokers, council contacts, emergency contacts and accounts contacts.

Manual entry

Create contact

Import contacts by CSVUse headers: name,company,role,position,email,mobile,officePhone,afterHoursNumber,address,notes

Create, view, edit, archive and link contacts to operational records.

CRM

Contacts

Manager

Mia Chen

Company
RL Property Trust
Position
Portfolio Manager
Email
mia@rlproperty.example
Mobile
+61 400 111 222
Office
+61 2 9000 1000
After hours
+61 400 111 222
ABN
Not relevant
Status
Active

Primary portfolio manager for owner approvals, compliance review and urgent escalations.

Property: Harbour ChambersProperty: Oxford ArcadeBilling: RL Property Trust

Notes

Record notes

Photos and files0 uploaded

Drag and drop images, PDFs, office files, floor plans or evidence here. Small files are stored locally for prototype review.

Documents

Linked files

Photos and files0 uploaded

Drag and drop images, PDFs, office files, floor plans or evidence here. Small files are stored locally for prototype review.

No linked documentsUse the document vault to upload and link files to this record.

Activity

Timeline

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