AgencyBloc Activities

Track Activities with Clients and Agents

Any interaction you have with your clients or agents can be recorded in the CRM. Quickly create a follow-up and assign it to the person responsible.

Keep track of important interactions with your customers and business partners by tracking meetings, phone calls, etc. Easily manage follow-ups by assigning activities to a team or person within your organization. Upon assigning someone a follow-up, it conveniently shows up on their dashboard when they login. Activities support "threading" to maintain a full audit trail of the entries - preventing any tampering with historical notes.