Organize your tasks and stay on top of to-dos effortlessly.
After a great conversation with a new client, you’re going to have some follow-ups to keep things on track for a successful transaction. Your HouseWhisper assistant helps you keep the momentum going by capturing every task with just voice or text, then follows up with you to make sure they get handled.
How to Have Your Assistant Add Tasks to Your CRM
Have your assistant record a meeting or phone call and it will create tasks based on what was discussed, or you can tell it directly after your meeting. Here’s how it works:
Call, text, or send a voice note to your assistant with your task, e.g. “Alex, please create a task to follow up with Leslie Phillips.”
Specify the due date to set up reminders for the task.
Everything is loaded into your CRM’s task or to-do list, and your assistant will check in with you to make sure it’s completed. And if you don’t have time to do it by the due date you set, your assistant can move it out or help you draft a quick text or email to send to your client to stay accountable.
