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Client Management

Are your contacts all over the place?

When it comes to managing your client list, the most important variable is organization. Through our carefully executed system, agents are able to place a greater focus on growing their network and exposure. This will allow you to maximize your address book to it’s fullest potential, and give every client on your list the best customer service possible! AgentPlan’s mandate is simple: we want you to spend less time on stressing out over your computer and more time on what matters: happy clients. 

Let AgentPlan do the your busywork

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.

Never miss any details!

The contact management feature allows real estate agents to genuinely utilize their address book. With each contact added, you can upload any corresponding documents to their profile. This includes any properties they currently own, the transactions they’ve made with you, any documents you may have accumulated throughout the transaction, as well as any personal notes or buyer preferences they might have. Birthday reminders and additional contacts allow you to save special dates marked off so you can guarantee a personalized relationship with your client. 

Discover the power of AgentPlan with our 14-day free trial

For further details on navigating and using our client contact management system, please follow this link to a quick tutorial.

Client Management

Manage & Store Transactions

Mass Emailing

Reminders & Activities

Sales Pipeline

Expense Tracking

Calendar Organizer (Sync Options)

Cloud Storage

Electronic Signing

Referral & Feedback System

Start & Manage Campaigns

Outlook/Google Sync

Customizable Fields

Referral & Feedback System

Tailored Features

SMS Notifications

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