Get a clearer view of your schedule
See upcoming events, closings and birthdays in AgentPlan’s calendar. A view of the months ahead helps you plan follow-up around the dates that matter to your business.
Connect dates to your work
Keep reminders and events alongside the rest of your business schedule, including dates tied to client profiles and transactions. Google Calendar sync options help you keep your schedule connected.
Prepare for the next conversation
A birthday, closing or other saved date can point you back to the person and work behind it. Check the relevant client details before the day arrives and make follow-up part of your routine.
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Keep business dates visible alongside the client and transaction details they relate to.