A birthday on every contact
Birthday is a first class field on the contact record, not a note someone typed in the wrong place, so it is searchable and it stays with the contact.
Client Dates in North West.
Birthdays on the contact record, filled in for you where we can.
Built for North West estate agents working Bult, Van der Hoff Park, Geelhoutpark, and beyond. Client Dates has no provincial version and nothing regional to switch on. Agents in North West get the same screens and the same fields as agents anywhere else in South Africa. What changes is the stock you work, not the software.
Median priceR920kRegistered erven~430kNorth West trendMining-cycle dependent
Client Dates across North West's busiest suburbs.
Bult Van der Hoff Park Geelhoutpark Protea Park Schoemansville Damdoryn
Client Dates in North West, step by step.
- 1
Open the contact
Find the person in Contacts on a desktop screen, or on a phone open them from the lead or the property they are linked to, since Contacts is not on the bottom bar or under More. Birthday sits on the contact drawer as a date field with a cake icon.
- 2
Let a lookup fill it
If you pull a deed, a company director or a trust record that returns a South African ID number, the date of birth is read out of it and written to the contact.
- 3
Or type it in
Where no ID number came back, set the date yourself. It is an ordinary date field, so it behaves like every other date in the CRM.
- 4
Set a task to act on it
Create a task against the contact for the date you care about. Task reminders are what actually reach you, so that is what turns a stored date into a nudge.
Built the same way for every North West agency.
Filled in from ID numbers
When a deed, director or trustee lookup returns a South African ID number, RealtyPA reads the date of birth out of it and populates the contact's birthday without you typing anything.
Follow up with tasks
Reminders in RealtyPA run on tasks and appointments. Set a task against the contact for the date you want to reach out, and the reminder reaches you the same way every other one does.
About Client Dates in North West.
Does client dates work the same in North West?
Yes. Client Dates has no North West version and no provincial setting to configure. An agency working Bult, Van der Hoff Park, Geelhoutpark, and beyond gets the same screens, the same fields and the same defaults as an agency anywhere else in South Africa. The province is the context you bring to it: median North West price is R920k, and the trend there is mining-cycle dependent.
Does RealtyPA remind me about a client's birthday?
Not on its own. The reminder engine covers tasks and appointments. To be reminded about a client date, create a task against that contact for the day you want it.
Does it track deal anniversaries or move-in dates?
No. Only the birthday field is captured on the contact. Occupation dates live on listings and applications and do not feed any reminder.
Will it draft the message for me?
No. There is no message drafting for contact dates. Blu can help you write a message when you ask it to, but nothing is generated on a schedule.
Client Dates across South Africa.
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