Daily Activity Tracker
Every lead your team has worked, from first dial to close
Add Daily Entry
Contract Tracking
Saved automatically with this lead when you click "Add Entry" or "Update Entry" above.
Summary Report
| Date | Name | Lead Source | Connected | Qualify | Called Within 10 Minutes | Dialed | Duplicate | Notes | Property | Phone Number | Appointment | Handled By |
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Daily Report
| Date | Name | Lead Source | Connected | Qualify | Called Within 10 Minutes | Dialed | Duplicate | Notes | State and County, Address / Parcel ID | Phone Number | Appointment | Handled By | Actions |
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CRM Caller — Daily Log
One entry per person, per date. Pick a date and a name already logged to see and edit it — saving never creates a duplicate for that same person on that same day.
CRM Caller Records
| Date | Handled By | Dials | Conversation | Follow-ups Completed | Contract Sent | Contract Signed | Conversations/Dial | Contract/Conv | Notes |
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Disposition
Track every contracted deal through listing and closing
Disposition Tracking
Every lead with Contract Tracking data — set its listing, closing, and outcome here.
| Seller | Contract Date | Listed Date | Closed Date | Status | Gross Revenue | Ad Spend | Blended Ad Spend | Days Contract→List | Days List→Close | Days Contract→Close | Margin | Fallthrough Flag | Notes | Actions |
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KPI Tracker
One row per day, summarizing your team's activity
Daily Summary
| Date | Leads Assigned | Called W/in 10 Min | Total Dials | Conversations | Appointments | Price Agreement | Contract Signed | Speed-to-Lead % | Contact Rate | Appt Rate | Price Agreement Rate | Signed Rate | Contracts/Conv |
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Envelope Tracking
Every lead that has an Envelope ID entered in Contract Tracking.
| Envelope ID | Seller | Property/County | Verbal Yes | Contract Sent | Contract Signed | Days Verbal→Sent | Days Sent→Signed | Lost | Lost Reason | Actions |
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PPC — Daily Log
One entry per date. Pick a date already logged to see and edit it — saving never creates a duplicate for that same day.
PPC Records
| Date | Spend | Raw Leads | Qualified Leads | Answerforce Leads | Form Fills | Duplicate Leads | CPL | Qualified % | Cost/Qualified | Inbound % | Form % | Duplicate % | Notes |
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SMS Tracker
Log and look up comps found while texting leads
Add Comp
Comps by Day
Pick a date to narrow the list below, or leave it blank to see every day. Click a day to see the comps logged on it.
| Date | # of Comps |
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Administrator
Manage who can log into KLB Tracker
Add User
Manage Users
| Full Name | Username | Access Level | Account Status | Password Status | Last Login (UTC) | Created (UTC) | Actions |
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Login History
Most recent 100 logins.
| Username | Logged In At (UTC) |
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