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ClikWork · the RM’s workspace

The RM’s workspace, from first reply to booking.

ClikWork tells the RM who to talk to next, and why. It keeps every call and chat on the lead. The RM sets up Canvas meetings and site visits, and blocks units, from the lead’s card in a tap. The RM’s own numbers and work tools come on the same sign-in.

Sample data throughout.

A relationship manager taking a call outside the office, smiling
Relationship manager · her morning in ClikWork
My Day · 9:30 am
P0
3 BHK buyerreplied on WhatsApp
Reply
P0
2 BHK buyervisit at 11:30 not confirmed
Call
P1
New from the deskagent’s note attached
Call
WhatsApp 3 BHK buyer “Is Saturday 11 still ok?”
The assistant replied overnightTake over
ApprovedDiscount on unit 1004
The relationship manager. She starts the day in ClikWork. My Day says who to call and why, WhatsApp replies wait at the top, and approvals land where she works.
What ClikWork does

What ClikWork does for the RM.

One lead card at the centre, with a call, WhatsApp, e-mail, a Canvas meeting, a site visit and the booking all starting from it
Knows what’s nextMy Day
P0 now, P1 today, P2 keep warmThe reason on every lineLeads that went quiet, worked as one queueReplies close their own line
Every conversationOn the lead
Calls ring the RM’s phone firstWhatsApp, taken over from the assistant in a tapE-mail templates by stageStop requests honoured
Moves the saleFrom the card
Canvas meetingSite visitBlock, book, registerDiscount requests
Knows the numbersAsk Genie, My Analytics
Ask Genie, which answers questions about the RM’s own leadsConnect rate by hourReply timeEvery number opens its leads
Included16 work tools
ScanPDF editingProperty calculatorTasks and boardsCalendar and e-mailDrive, Sheet and Doc
A day with ClikWork

From the first reply to a booked unit.

My Day opens

The day’s work in three bands, each line with its reason and one button.

Overnight replies, first

The WhatsApp assistant answered buyers in the night. Their last three messages are ready, and one tap hands the chat to the RM.

A buyer from the calling desk

An agent in VantageX handed them over. The agent’s note is on the card, with a to-do to call.

The call

The RM’s phone rings first, then the buyer’s. Log outcome records where the buyer stands and when they hear next.

A Canvas meeting

The buyer wants to see the home. Set up a Canvas meeting from the card, and everyone gets their link.

Tomorrow’s site visit

The visit, its sales manager, and a WhatsApp reminder for the buyer with the words already written.

A booking

Last week’s visitor is ready. The RM blocks the unit from the card, and no other RM can hold it. A discount request goes to the business head, and the answer lands on My Day.

Leads that went quiet, cleared

Buyers who went quiet after every attempt are grouped, and one decision clears them. Anyone who asked a question stays.

One question to Genie

“Which of my hot leads went quiet this week?” The answer comes from the RM’s own leads, with a chart.

A booking from the card: the RM holds a unit no other RM can take, and the business head approves a discount

Set up ClikWork for your RMs.

We set ClikWork up on your projects, your RM list and your WhatsApp number, and connect it to the calling desk, Canvas and site visits. A one-time setup fee, then a success fee on each booking. The pricing page explains how it works.

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