Leads & BDM

BDM Activity Tracking

Give your BDM a structured system for logging calls, recording outcomes, and tracking where every prospect is in the pipeline. Consistency that compounds.

Consistent prospecting, logged and visible — where every call is accounted for and every result is measurable.

01

Log Every Call and Outcome

Give your BDM a simple, structured way to record every prospecting call — who was contacted, what was said, and what the next step is. No more relying on memory or scattered notes.

02

Pipeline Position for Every Prospect

See exactly where every landlord prospect sits in the pipeline — from first contact through to signed management agreement. Nothing slips through the cracks when every lead has a defined stage.

03

Consistency That Compounds

A structured activity system means your BDM's effort builds on itself over time. Regular, consistent prospecting logged in one place creates momentum — and a clear picture of what's working.

04

Manager Visibility Without Micromanaging

Principals and team leaders get real-time visibility into BDM activity without constant check-ins. Review daily call volume, outcome rates, and pipeline movement at a glance.

05

Accountability Built Into the Workflow

When activity is tracked and visible, standards naturally rise. The BDM Activity Tracking module creates a culture of accountability without adding admin burden to your team.

See it in action

A sanitised look at BDM Activity Tracking inside CrayonsCRM.

Activity · this week BDM
0
Calls
0
Appraisals
0
New connects
  • Appraisal booked 23 Enoggera Tce, Red Hill 2h ago
  • Call logged M. Calabrese 3h ago
  • Email opened D. Nguyen 5h ago
  • Note added 7 Baldry St, Brighton yesterday

Illustrative — every call, appraisal and follow-up logged automatically, so nothing slips.

Automate the repetitive.
Escalate the important.

Run your portfolio and grow your rent roll. Book a 15-minute CrayonsCRM walkthrough and see both products in action.