Clients
Manage your agents, brokerages, and client contacts.
- Managing clients and referralsKeep each agent's contact details, brokerage, relationship, and referral history together in Clients.
- Keeping notes on agents and brokeragesUse notes to keep preferences, call summaries, and special instructions with an agent or brokerage. Notes are for your staff and are not available in the client portal.
- Importing clients from HDPhotoHubBring your agents and brokerages from HDPhotoHub into Photeria.
- Importing agents from a spreadsheetBring an existing client list into Photeria with a CSV file.