How to Log Events in FlexCRM to Track Client Interactions

Description:

Keeping track of your client communications is key to staying organized, building trust, and following up at the right time. In FlexCRM, the Log Event feature allows you to record every interaction, whether it's a phone call, meeting, SMS, or even just a note to yourself. This gives you a full picture of each client’s journey and ensures you never lose context.

Why Use Events?

Logging events helps you:

• Keep a record of every client interaction

• See the last time you spoke or connected with a client

• Filter and sort clients by recent activity

• Stay on top of follow-ups and lead engagement

Step 1: Navigate to the Client

Log in to your CloseHack backend and go to FlexCRM > Clients.

Click on any client in your list to open their profile. At the top of the page, you'll see a Timeline, this is where all your client activity is tracked, including listing views and logged events.

If there are no events yet, you’ll see “No events found.” That means it’s time to start logging.

Step 2: Log a New Event

There are two ways to log a new event:

• Click the “Log Event” button above the timeline

• Or, click the plus (+) icon to the right of the timeline search bar

You’ll be prompted to answer:

• Did you interact with this client?

  • Select Yes for a call, meeting, showing, or other one-on-one contact

  • Select No to log things like notes or emails sent outside the CRM

Event Types (No Interaction):

• Note

• Other

• Drip Sequence

• Call Attempt

• Voicemail Left

• Wrong Number

• Email Sent

• SMS Sent

• Opt-Out

Event Types (Interaction Logged):

• Call

• Meeting

• Showing

• Incoming SMS

• Incoming Email

For example, if you had a phone call and learned that the client is going on vacation, select Yes, choose "Call," and add a note like:

“Client will be on vacation for the next week.”

Click Log Event to save it.

Once logged, the event will appear in the timeline so you can reference it later.

Step 3: Use Events to Stay Organized

Now that events are tracked, you can:

• See the last interaction in the client timeline

• Sort your client list by most recently called or interacted with

  • Click Update Columns at the top of your CRM client list

  • Add or switch to “Last Interacted” or “Last Called” for quick filtering

• Filter by recent to find leads who may be slipping through the cracks

This is especially helpful if you’re working with a large number of clients. You can instantly see who hasn’t been contacted in a while and take action with a follow-up message or drip campaign.

Quick Recap

To log a client interaction:

1. Go to the client’s profile

2. Click Log Event

3. Choose whether or not you interacted with the client

4. Select the appropriate event type and add notes

5. Save the event and review it anytime via the timeline

Pro Tip: Use event logs alongside filters, statuses, and tags for a fully organized CRM experience.

Review our tutorial on How to Filter Leads in the CRM