Tasks & reminders
Real estate task management — every task tied to a deal.
VIDORO CRM ties every task to the deal, the client and the phase: with a due date and a checklist, on a To Do, In Progress and Done board. Reminder rules chase missing documents on their own, and updates arrive in the app, by email or in Telegram.
- Five-phase deal timeline
- Reminders in the app, by email and in Telegram
- Interface in 9 languages
01How it works
How tasks and reminders work in VIDORO CRM
In VIDORO CRM a task is not a note in a messenger or a line in someone’s spreadsheet. It belongs to a deal, a client and a phase of the deal timeline, and it has an owner, a due date and a status on the task board, so every step of the deal stays visible.
A task tied to the deal, client and phase
Every task in VIDORO CRM is linked to a deal, a client and a phase of the deal timeline, and it has a due date and a checklist. A task such as “Request the signed power of attorney” carries its context with it, so nobody has to ask which client or which deal it is about.
A board: To Do, In Progress, Done
Tasks in VIDORO CRM sit on the To-Do board in three columns: To Do, In Progress and Done. The agent sees what comes next — prepare the draft contract, upload the flight tickets, send the payment plan to the client — and the column shows where each task stands.
Delegate and keep an eye on it
A task in VIDORO CRM can be handed to a colleague without losing sight of it. The board has three tabs: My tasks for your own work, Delegated by me for tasks you handed over and Watching for tasks you follow. Whoever delegated a task sees its status and due date until it is done.
Reminder rules that run themselves
In VIDORO CRM you set a reminder rule once: document type, status and number of days. For example, if a passport has been Expected for 3 days, the responsible agent is notified. From then on VIDORO CRM chases the document for you, and nobody has to keep a separate list of missing papers.
Notifications in the app, by email and in Telegram
VIDORO CRM sends updates — such as “Deposit confirmed”, “Passport uploaded” or “Phase 3 moved to In progress” — in the app, by email or in Telegram, so each one reaches the right person in the channel they actually read. Field edits arrive as one digest rather than twenty separate pings.
02Benefits
What your team gets from managing tasks in VIDORO CRM
Every task has its context
In VIDORO CRM a task is tied to the deal, the client and the phase, so it is not lost in a group chat or on a personal phone. Each task shows which client, which deal and which step of the timeline it belongs to, and the team does not have to piece the context together from messages.
An owner and a due date for every step
Every task in VIDORO CRM has a due date and a checklist, and every deal has a responsible agent. Tasks handed to a colleague stay in view under “Delegated by me”, and “Watching” keeps the tasks you follow, so you see who does what, and by when.
Missing documents under control
Reminder rules in VIDORO CRM watch document statuses for you: if a passport, a power of attorney or another document stays Expected for longer than the set number of days, the responsible agent gets a notification. Nobody has to remember to check, and the deal does not wait for a forgotten scan.
Updates without the noise
VIDORO CRM delivers notifications in the app, by email or in Telegram, and field edits arrive as one digest — not twenty separate pings. The team sees the events that matter, such as a confirmed deposit or an uploaded passport, without scrolling through endless threads to find the right message.
04FAQ
Questions about tasks and reminders in VIDORO CRM
What is real estate task management software?
Real estate task management software ties an agency’s to-dos to its deals, and in VIDORO CRM tasks are part of the deal itself rather than a separate to-do app. Each task is linked to a deal, a client and a phase, has a due date and a checklist, and moves across the To Do, In Progress and Done columns.
How do reminder rules work in VIDORO CRM?
A reminder rule in VIDORO CRM is set once from three parts: the document type, its status and the number of days. For example, if a passport has been Expected for 3 days, the responsible agent gets a notification, so a missing document is not forgotten even when nobody keeps a separate list.
Which channels does VIDORO CRM use for notifications?
VIDORO CRM sends notifications in the app, by email and in Telegram. Updates such as “Deposit confirmed”, “Passport uploaded” or “Phase 3 moved to In progress” reach the right person in the channel they actually read, and field edits arrive as one digest instead of twenty separate pings.
Can I hand a task to a colleague and still follow it?
Yes, in VIDORO CRM you can hand a task to a colleague and keep following it. The task board has three tabs — My tasks, Delegated by me and Watching — so the tasks you delegated or follow stay in view with their status and due date until they are done.
Will the team get a notification for every small change?
No, VIDORO CRM groups field edits into one digest instead of sending twenty separate pings. Important events — a confirmed deposit, an uploaded passport, a phase moved to In progress — still arrive in the app, by email or in Telegram, so the team stays informed without being flooded.
05Book a demo
See VIDORO on deals like yours
Leave a request and we’ll walk you through the deal timeline, documents and roles using a scenario close to how your team works.
- A live walkthrough of the product
- Your roles and process mapped onto the system
- No obligation