Your Radius CRA (Client Relationship Automation) is your command center for managing all client relationships. Access a comprehensive view of every contact, track engagement, filter by dozens of criteria, and take powerful bulk actions—all from one intuitive interface.

Key Benefits

Centralized Client Management: Access all your clients from one powerful dashboard
AI-Powered Engagement Scoring: See which clients are most likely to transact
Advanced Filtering: Find exactly who you need with multiple filter options
Real-Time Activity Tracking: Monitor client interactions, property views, and communications
Customizable Views: Show only the columns that matter to your workflow
Bulk Actions: Update multiple clients simultaneously to save hours of work
Smart Lists: Create saved segments for quick access to frequently viewed groups

Full Overview

Accessing Your Clients

To view your client database:

Select the people icon on the left-hand menu
This opens your CRA (Client Relationship Automation) dashboard

Search by Name or Email

Use the search bar at the top to find clients instantly:

Enter a client's name
Or enter their email address

Results appear in real-time as you type.

Filter by Client Type

Use the client type filter to view specific categories:

Buyer
Seller
Tenant
Landlord
Referral

Filter by Status

The status filter lets you narrow clients based on their position in your pipeline:

New Client
Met with Client
Pre-approved
Listing Prepped
Showings-Tours
Sending & Receiving Offers
In Contract
Closed

Additional Filter Options

For Team Leaders:

View contacts for associate team members

Advanced Filters:

Filter by client creation date
Filter by custom tags

As you adjust your filters, the results table below updates automatically in real-time.

Understanding Your Client View

Each client row displays multiple columns giving you a comprehensive view at a glance:

Core Information Columns

Client Name: The contact's full name
Email Address: Primary email for the client
Engagement Score: A number out of 10 that predicts how likely this client is to transact based on their engagement with the system
Assigned Agent: Which team member is responsible for this client
Created Date: When the client was added to your database
Updated Date: When the client record was last modified
Type: Buyer, Seller, Tenant, Landlord, or Referral

Activity & Communication Columns

Visits: Number of times the client has accessed your platform
Last Activity: Recent interactions such as:
- Property recommendations sent by the system
- Last text message sent or received
- Recent communications
Source: How the client entered your database
Tags: Custom labels you've applied
Address: Client's property or location information

Search & Listings Section

This section shows different information depending on client type:

For Seller Clients:

Active listings on the market

For Buyer Clients:

Home search criteria (e.g., "Searching in Pacific Heights between $1.5M and $2M")
Number of properties viewed
Number of properties shortlisted
Number of properties rejected

Customizing Your View

If too many columns are displayed, you can customize what you see:

Click the columns dropdown at the top right
Deselect columns that aren't relevant to your workflow
Column types are organized into categories for easy navigation:
- Details: Client information and profile data
- Communications: Activity and interaction history

Your customized view will be saved for future sessions.

Using Bulk Actions

Bulk actions allow you to update multiple clients simultaneously, saving hours of manual work.

How to Use Bulk Actions

Select multiple contacts by checking the boxes next to client names
Choose from the available bulk action options that appear

Assign Tags in Bulk

Apply custom tags to multiple clients at once:

Select the clients you want to tag
Click the tag icon
Choose from existing tags or create new ones
Tags are applied instantly to all selected clients

Change Client Type in Bulk

Update client types for multiple contacts:

Select the clients you want to update
Click the client type icon
Choose the new type (Buyer, Seller, Landlord, Tenant, or Referral)
Click Save

Common Use Case: Converting multiple buyer clients to seller clients when their circumstances change.

Invite Clients to Your App in Bulk

Send app invitations to multiple contacts simultaneously:

Select the clients you want to invite
Click the phone icon
Customize your invitation message
Click Send Invitations

The system will send both email and text invites to all selected contacts.

Archiving Clients

Keep your database organized by archiving clients you no longer actively work with.

How to Archive a Client

Select the client(s) you want to archive
Click the archive option
Indicate why you're removing this client from your active database
Confirm the archive action

Restoring Archived Clients

Don't worry—archived clients can easily be retrieved:

Click the archived button at the top right
Click the three dots next to the client you want to restore
Select Restore
The client will reappear in your active client list

Creating Smart Lists

Smart Lists offer fast, easy access to client segments you view regularly.

What Are Smart Lists?

Smart Lists are saved filters that let you instantly view specific client groups without re-applying filters each time.

Example use cases:

Sphere of Influence (SOI)
VIP Clients
Hot Leads
Pre-approved Buyers
Active Listings

How to Create a Smart List

Apply filters to display the clients you want to save (e.g., filter by tag "Sphere of Influence")
Select the contacts with these criteria
Click "Add Smart List"
Enter a name that makes the list easily identifiable
Add a brief description (optional but recommended)
Click "Save New Smart List"

Accessing Your Smart Lists

Once created, quickly access your Smart Lists:

Look in the top left of your client dashboard
Click on any Smart List name to instantly view those clients

Editing or Deleting Smart Lists

To modify an existing Smart List:

Click the Edit button next to Smart Lists
You can:
- Edit the name
- Edit the description
- Delete the list altogether
Save your changes

Best Practices

Optimize Your Engagement Score

Pay special attention to clients with high engagement scores (8-10 out of 10)—they're most likely to transact soon.

Keep Tags Organized

Create a consistent tagging system across your team:

Use clear, descriptive tag names
Avoid creating duplicate tags with similar meanings
Regularly review and consolidate tags

Review Activity Regularly

Check the "Last Activity" column frequently to identify clients who need follow-up.

Leverage Smart Lists

Create Smart Lists for segments you check daily or weekly to save time navigating filters.

Clean Your Database

Archive inactive clients periodically to keep your active list focused and manageable.

Frequently Asked Questions

Q: How is the Engagement Score calculated?
A: The Engagement Score is an AI-powered prediction (0-10) based on client interactions with the system, including property views, communication frequency, app usage, and other behavioral signals.

Q: Can I customize which columns appear by default?
A: Yes! Use the columns dropdown to select or deselect columns. Your preferences are saved automatically.

Q: What's the difference between archiving and deleting a client?
A: Archiving removes clients from your active list but preserves all their data. Archived clients can be restored anytime. Deleting permanently removes data and cannot be undone.

Q: Can team members see each other's clients?
A: Team leaders can view contacts for their associate team members using the team filter. Individual agents can only see their own assigned clients.

Q: How many Smart Lists can I create?
A: There's no limit! Create as many Smart Lists as you need to organize your workflow.

Q: Will bulk actions affect clients I didn't select?
A: No, bulk actions only apply to clients you've specifically selected with checkboxes.

Q: Can I export my client list?
A: Contact support for information about export options and data formats.

Q: How often does the engagement score update?
A: Engagement scores update automatically as clients interact with the system, typically refreshing daily.