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BA CRM · Customer Profiles

The complete buyer journey.

See every interaction, communication, and deal milestone. Understand your buyers completely.

Customer profile
Sarah MitchellMosman NSW$2.1M - $2.4MUnder Contract
Onboarding
Searching
Shortlisted
Under Contract
Settled
Timeline
Sent shortlist of 3 properties2h ago
Viewed 12 Wolseley Road, Point PiperYesterday
Call - discussed offer strategy2 days ago
Inspection - 8 Raglan StreetLast week
First contact - buyer enquiry3 weeks ago

You know their name. Not their journey.

Buyers agents know their buyers’ names and budgets, but not their full journey. Without a complete view, agents miss opportunities to personalise service and close faster.

BA Customer Profiles show you the whole story.

Timeline

Every touch, in one timeline.

A timeline view of every interaction - emails, calls, meetings, and property views - plus custom milestones, deal stages, and buyer preference tracking, all in one unified view.

  • Complete interaction history - every email, call, meeting, and property view in one timeline
  • Personalisation at scale - understand buyer preferences, timeline, and pain points to tailor your approach
  • Deal milestone tracking - first contact, shortlist, offer, negotiation, settlement; know where every deal stands
Customer profile
Sarah MitchellMosman NSW$2.1M - $2.4MUnder Contract
Onboarding
Searching
Shortlisted
Under Contract
Settled
Timeline
Sent shortlist of 3 properties2h ago
Viewed 12 Wolseley Road, Point PiperYesterday
Call - discussed offer strategy2 days ago
Inspection - 8 Raglan StreetLast week
First contact - buyer enquiry3 weeks ago

One profile, drawn from every module.

Contact details, deal stage, interaction history, meeting history, and property views, all flowing into a single buyer journey.

Customer Profiles

  • BA Contacts

    Buyer information flows into the profile.

  • BA Leads

    The live deal stage, always in view.

  • BA Communications

    Every email and message, in the timeline.

  • BA Calendar

    Meeting history, on the record.

  • Property Intelligence

    The properties this buyer has viewed.

One timeline instead of four tools.

BA Customer Profiles replace the tools buyers agents use to piece a buyer’s journey together.

One platform does it all

Everything those tools did, in one place.

  • Deal milestone tracking
  • Interaction timeline
  • Client history
  • Client boards
  • Contact activity
  • Agency client record
  • Notes with full context
  • Buyer preference tracking

Know your buyers completely.

Every plan opens with a 7-day trial. Upgrade when you are ready.