Contact-linked
Every note tied to the right lead.
Agent tools
Notes & Strategy Linked to Every Contact
Stop digging through texts and random apps for what a buyer said at a showing. Notes & Strategy stores takeaways, preferences, and plan-of-action notes on the contact record - or as general strategy notes for your business.
Context before every conversation
Log showing feedback, spouse preferences, timeline, and objections right after the appointment. When you call back weeks later, the note is waiting on their profile - not lost in your phone.
- check_circleNotes linked to contacts or kept general
- check_circleQuick add from dashboard or contact profile
- check_circleTimestamped history you can scan before dialing
- check_circleStrategy notes for market plans and sphere touches
Turn notes into action
Pair notes with tasks and campaigns - a note about a Q2 move-in date becomes a scheduled nurture sequence and a reminder to check in next month.
Quick capture
Add from Quick Create or contact page.
Strategy log
General notes for business planning.
Call prep
Review notes before outreach.
Try Notes & Strategy in ARI
Learn how real estate CRM works with a 14-day free trial. Card required · no charge until trial ends.
White-glove setup included on every plan. We help import your leads, configure your pipeline, and build your first follow-up campaign.