Product › Overview › Clients
One profile for every person you work with
Buyers, sellers, landlords and tenants live in one client record, connected to every lead, visit, negotiation and deal they take part in.
Clients: what you get
- Complete client profile. Contact details, preferences, budget and linked records in one place.
- Linked history. See every lead, site visit, negotiation, agreement and deal for the person.
- Requirements & preferences. Budget, locations, property type and timeline are stored and used for matching.
- Notes & documents. Keep private notes and shared documents against the client.
How it works
- Client is created from a lead, chat or import.
- Preferences are captured as you talk.
- Matching listings are suggested automatically.
Where Realto AI helps
- The AI chat saves what a client says directly to their profile.
- Realto AI uses client history as evidence for suggestions.
For your agents
Agents open any client from a lead, call or message in one tap. Explore the Realto agent app.
Plan availability: Part of the CRM module — included in every plan, including Free.