Staying organized is one of the most important parts of running a successful real estate business. From following up with buyers to scheduling property viewings and managing negotiations, agents need a simple way to track daily activities.
That’s why Housing Market CRM includes a powerful built-in task management and Kanban workflow system designed specifically for real estate professionals.
With Housing Market CRM, agents can create, assign, and track tasks directly inside their dashboard.
Why Use the Housing Market CRM Task System?
The task management system helps agents:
- Organize lead follow-ups
- Track buyer and seller communication
- Manage negotiations
- Schedule reminders
- Assign work to team members
- Keep all activities connected to contacts and properties
Because Housing Market CRM is integrated directly into the Housing Market Group ecosystem, agents can manage leads, contacts, tasks, and properties from one centralized platform.
Step-by-Step: How to Create a New Task
Step 1: Login to Housing Market CRM
Visit:
Housing Market CRM Login
Login using your existing real estate agent account from any Housing Market Group real estate marketplace.
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Step 2: Open the Tasks Section
Inside the left navigation menu, click:
Tasks
You will see the Kanban task management dashboard with sections such as:
- New Task
- Showing
- Negotiating
- Deal Closed
This workflow helps agents track the progress of every lead and activity.
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Step 3: Click “+ New Task”
In the top-right corner of the dashboard, click:
+ New Task
This opens the task creation page where you can enter all task details.
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Step 4: Enter the Task Information
Fill in the required fields:
Task Name
Add a clear title for the task.
Examples:
- Follow up with condo buyer
- Schedule villa viewing
- Call property investor
- Send property documents
Description
Add notes or details about the activity.
Contact
Connect the task to a specific client or lead.
Interested Property
Link the task directly to a property listing.
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Step 5: Assign the Task
If you work with a team, you can assign tasks to other agents directly inside the CRM.
This helps teams stay organized and improves collaboration.
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Step 6: Set Status and Category
Choose:
Status
Examples:
- New
- In Progress
- Completed
Category
Examples:
- Buy
- Rent
- Follow-Up
- Negotiation
This helps organize workflows inside the Kanban dashboard.
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Step 7: Set Reminder and Deadline
Housing Market CRM allows agents to:
- Add reminders
- Set deadlines
- Track urgent activities
This helps ensure no important client follow-up is missed.
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Step 8: Upload Files
Agents can upload:
- Property documents
- Contracts
- Images
- PDFs
- Client paperwork
Everything stays connected to the task for easier management.
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Step 9: Click “Save”
Once all details are completed, click:
Save
Your task will instantly appear inside your task management dashboard.
Benefits of the Housing Market CRM Kanban System
Better Lead Tracking
Track every stage of the buyer journey visually.
Improved Organization
Keep tasks, contacts, and properties connected in one system.
Team Collaboration
Assign tasks to agents and manage team productivity more efficiently.
Real Estate Focused Workflow
Unlike generic CRMs, Housing Market CRM is designed specifically for real estate professionals.
Housing Market CRM Is Free for Real Estate Agents
Housing Market CRM offers a free standard version for all real estate agents using Housing Market Group real estate marketplaces.
Features include:
- CRM lead management
- Kanban workflow system
- Calendar and reminders
- Contact center
- Property integrations
- International real estate lead handling
- Team task assignments
The Housing Market CRM task management system helps agents stay organized, improve follow-ups, and close more deals.
By combining Kanban workflow management with real estate lead tracking, Housing Market CRM gives agents a complete productivity solution built specifically for the real estate industry.
