20+ activity types
Phone, email, SMS, WhatsApp, meetings, viewings, site visits, inspections, handovers, negotiations, document reviews, tasks, reminders, notes, and service items.
Activity Tracking
Real estate activity tracking software for every follow-up
Real estate activity tracking software that records the operating history of every relationship in IRM365. Log calls, meetings, emails, WhatsApp/SMS, visits, notes, tasks, and reminders across leads, opportunities, customers, contracts, and MOUs — then close, reschedule, or measure the work from one activity workspace.
Feature Workflow
What this module helps your team do
A quick map before the detailed product proof. Jump to the area that matters most.
The Activities Workspace
Every follow-up, status, owner, and outcome in one queue.
Upcoming, overdue, today, completed, and cancelled activities stay searchable and filterable by type, outcome, priority, owner, date range, and ACT reference — so managers see the work before asking for updates.
UpcomingOverdueTodayOutcomeACT-ID
app.irm365.com/activities
01Record
Log what happened while context is still fresh
Record a past activity from any supported record. IRM365 captures the type, subject, notes, priority, attendees, attachments, author, and timestamp — then updates the parent record's last-activity signal so stale-record reports stay accurate.
- Log calls, emails, SMS, and WhatsApp interactions against the right record
- Send WhatsApp in one click — a pre-filled first-touch message that pulls the listing reference and source from portal notes
- Capture meetings, property viewings, site visits, inspections, and handovers
- Track negotiations, document reviews, contract discussions, and payment follow-ups
- Copy ACT references and search by subject, description, or activity ID
app.irm365.com/activities/ACT-IM-000123
02Schedule
Turn follow-up discipline into a visible workflow
Schedule future work with date, time, priority, reminder, and owner. Open activities appear in Upcoming and Today, overdue items are flagged, and reminders can surface through the in-app notification bell and opt-in browser or PWA push even when the app is closed.
- Schedule future tasks, calls, meetings, viewings, and reminders
- Track Upcoming, Today, Overdue, Completed, and Cancelled from one workspace
- Close with outcomes: Successful, Failed, No Answer, Requires Action, Rescheduled, or Cancelled
- Use the notification bell with unread count, read actions, and a scrollable event feed
- Opt in per device to push alerts for assignments, reminders, approvals, contracts, and MOUs
- LogCall with Sarah · outcome saved
- ScheduleViewing · tomorrow 4 PM
- RemindOverdue alert if missed2 overdue
- CompleteNext step queued
Completing an activity queues the next follow-up — the loop never breaks
03Measure
Make activity performance visible to managers
Every logged and scheduled activity becomes management insight: response discipline, overdue work, completion outcomes, agent activity tracking, and team follow-up quality across the hierarchy your managers actually use.
- Report on activity volume by agent, team, record, and date range
- Spot overdue follow-ups and stale customer records before deals go cold
- Review team work through hierarchy-aware manager visibility
- Connect follow-up discipline back to lead conversion and pipeline movement
app.irm365.com/dashboard/activities
Capabilities
Everything inside the activity record
A full audit-friendly work log — not just a reminder list.
Copyable ACT references
Every activity gets a human-readable ACT-ID that appears in lists, timelines, details, and search.
Scheduled follow-ups
Future activities feed Upcoming and Today counts, then become Overdue automatically if missed.
Reschedule chains
Postponed activities create linked follow-ups, preserving the history instead of overwriting it.
Attachments
Inspection reports, notes, handover files, and supporting documents stay attached to the activity record.
Hierarchy-aware visibility
Users see activities for records they can access; managers get the team view and audit-friendly history.
FAQ
Frequently asked questions
Agents log calls, meetings, viewings, notes, and tasks against leads, customers, and opportunities. Each activity keeps its outcome, timestamp, and owner so the full interaction history stays on the record.
Continue the workflow
Related features
IRM365 modules are connected. Explore the next capabilities that usually sit beside this feature in a real brokerage workflow.
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