Agent App

Your Best Agents Are on the Road.
Now Their CRM Is Too.

SmartBuilds Agent App gives your team a full CRM on their phone. Track leads, log visits, and never miss a follow-up — wherever they are.

The Field Agent Problem

01

CRM is desktop-only

Your agents are in the field showing properties. They cannot update lead status from their phone. So they wait until evening — and sometimes forget.

02

Follow-ups happen from memory

When an agent is out showing three properties, they rely on their memory to follow up with yesterday's leads. Some do. Some do not.

03

Visit outcomes never get logged

After a site visit, the agent moves to the next meeting. The visit outcome — interested, needs time, not a fit — never makes it back to the system.

04

No visibility into field activity

The owner does not know what the field team did today. Did they visit the leads they were supposed to? Did they follow up on yesterday's enquiries?

SmartBuilds Agent App — CRM on Their Phone

01Mobile Lead List

Lead List on Mobile

Every lead assigned to the agent is on their phone — with source, last contact, next follow-up, and visit history. Nothing is forgotten.

02Quick Visit Log

Log a Site Visit in 30 Seconds

After showing a property, the agent logs the visit — outcome, interest level, next steps — in under 30 seconds. No laptop required.

03Follow-Up Alerts

Follow-Up Reminders

The app notifies the agent when a follow-up is due. They tap the lead, make the call, and mark it done. The owner sees it happened.

04Real-Time Updates

Update Lead Status from Field

Qualify a lead, schedule a visit, or mark it lost — from the site visit itself. The pipeline updates in real time.

05WhatsApp Capture

Capture WhatsApp Enquiries

When a WhatsApp enquiry comes in, the agent can add it to the pipeline immediately from their phone — with source tagged.

06Owner Visibility

Owner Sees Field Activity

Every visit logged and follow-up completed is visible to the owner in real time. Field activity is no longer invisible.

Before vs After

Before
  • CRM is desktop-only — agents can't update on the road
  • Visit outcomes never get logged after a site visit
  • Follow-ups are remembered by individual agents
  • Owner has zero visibility into field activity
  • WhatsApp enquiries take hours to reach the system
  • Lead status is outdated by the time the owner sees it
After
  • Full CRM on the agent's phone — anywhere, anytime
  • Every site visit logged before the agent moves on
  • Automated follow-up reminders — no memory required
  • Owner sees every visit, follow-up, and status change
  • WhatsApp enquiries captured and tagged immediately
  • Owner sees real-time field activity — not yesterday's data

Give Your Agents a CRM That Moves With Them

Book a 10-minute audit to see how SmartBuilds Agent App would work for your field team.

Book Free Audit →