Client relationships, repeat business and lifetime value

Connect one customer to their separate enquiries and deals, so repeat business and referrals can be understood over time without losing each deal’s original source. Planned capabilities: • Link multiple enquiries and settlements to the same customer while preserving each deal’s attribution and preventing duplicate outcome counts. • Bring the relationship’s recorded contact history, review dates and deal context together. Feed that context into the existing Automation builder for follow-up and staff tasks. • Connect customer-introduced business to the referral system, distinguishing repeat business, referrals and newly paid acquisition. • Report repeat settlements, retention and actual commission received over time by customer and original acquisition source. Keep a customer’s own business separate from the business they refer. Date-based follow-up, annual check-ins, inactivity triggers and review-request messages are already available in the Automation builder. This item covers the customer/deal relationships and reporting needed to measure their longer-term results. Dependencies: A reliable customer-to-deal model, linked communication history and commission records, plus the planned referral and custom analytics features.

BrokerCloser team