Say goodbye to spreadsheets!
Through AgentPlan, users can add multiple or single contacts within seconds. Simply fill out any details you might have on your client. Whether you were only able to catch a first name, or you’ve got a full client profile with their birthday and buyer preferences, you can easily input anything you have onto their client profile. If you’ve already got a system in place, you can always import all your existing contacts into our system. From there, you can filter through your contacts depending on the project they were interested in, if they are buyers or sellers, or if they are realtors that you would like to reconnect with. If the concept of importing your database stresses you out, we offer free on-boarding to make your transition easy and stress free.
Above all reduce stress and save you time so you can focus on growing your business!