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ModeShift CRM
Behavioral Engagement System
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Leads
Daily
Goal
Cold Calls
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Client Info
Full Name *
Date Received
Primary Phone
(WhatsApp)
Secondary Phone
(call only)
Client Type
End User
Investor
Agent
Owner
Intent Type
— Select —
End User — Urgent
End User — Future
Flip / Handover
Hold to Rent
Explorer
Source
Referral
Property Finder
Bayut
Instagram
Walk-in
Cold Call
WhatsApp
Other
Engagement Mode
(auto-set by logs)
— Unclassified —
🟢 Synchronized
🟡 Shifting
🔵 Delayed
⚫ Blocked
🔴 Ended
Owner Intelligence
Owner Lifecycle Level
O0 — Unknown (identified, no contact)
O1 — Contact Established
O2 — Relationship Established
O3 — Market Participant
O4 — Inventory Source
O5 — Strategic Owner
Inventory Probability
0 — Not selling
25 — Open to discussion
50 — Might sell
75 — Actively considering
100 — Ready now
Relationship Depth
0 — Unknown
25 — Contact established
50 — Relationship exists
75 — Trusted advisor
100 — First call when selling
Price Expectation (AED)
Motivation
Property
Property Type
Off-Plan
Ready / Secondary
Project / Area
Payment Method
Cash
Mortgage — Approved
Mortgage — Not Approved
Not Decided
Deal
Stage
Unit Value (AED)
Commission %
(blank = auto)
Budget (Client's)
Next Action
Next Action
— None —
Send unit listing
Schedule viewing
Send price comparison
Follow up call
Send availability
Prepare offer
Submit MOU
Awaiting client decision
Solve block — mortgage
Solve block — family
Solve block — liquidity
Light touch — WhatsApp
Due Date
Notes
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Log Activity
Lead
Activity Type
Call
WhatsApp
Meeting
Viewing
Follow-up
Proposal Sent
Note
When
🌅 Morning
☀️ Afternoon
🌤 Late Afternoon
🌙 Evening
Date
(change to backdate this log)
What happened in this owner interaction?
🟢 Relationship Moving Forward
Relationship progressed — owner more open than before
Owner shared price expectation or unit details
Owner actively considering selling — confirmed intent
Owner referred someone or mentioned network
🟡 Intelligence Update
Price expectation changed (up or down)
Tenant leaving or lease ending soon
Motivation increased — upgrade, relocation, or financial
Owner shared view on market — price or timing
🔵 Neutral / Passive
Not selling now — but relationship maintained
Replied but passive — no real engagement
No answer — call unanswered
🔴 Ended
Confirmed not selling — ever
Already sold through another broker
No reply after multiple attempts
How did they leave it?
🟢
Synchronized — Moving Forward
Asked about next step, MOU, or deposit process
Requested viewing / asked to see it today or tomorrow
If we agree on price — how fast can we move?
Gave specific timeline or committed to next step
🟡
Shifting — Pulling Back
Said "let me think" or "I'll get back to you"
Needs to discuss with wife / husband / family
Comparing with other options — no clear next step
Cancelled or avoided a scheduled call or viewing
🔵
Delayed — Passive
Replied but asked nothing back — "Okay noted" / "Thanks"
Replied after long delay, short answer, no engagement
Seen / delivered — no reply
No answer — call went unanswered
⚫
Blocked — External Constraint
Waiting for mortgage pre-approval
Needs to sell current property first
Watching market / waiting for price movement
Funds tied in another investment
Family hasn't agreed yet — waiting for decision
🔴
Ended — No Traction
No reply after multiple attempts
Unrealistic expectations — unwilling to adjust
Confirmed bought elsewhere / no longer looking
Just browsing — no evolution over multiple contacts
⚡ Intervention — Don't Follow Up, Act
How do you read this buyer?
A
Executable
B
Conditional
C
Explorer
D
Fantasy
E
Future
Next Action (optional)
Next Action Date
Extra Notes
(optional)
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Lead History
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⚙ Territory Settings
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Project / Area Name
Target Owners
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