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Individual Agents, Teams, Brokerages and Developers:
AgentPlan is suitable for all!

Built By Agents: For Agents

Mass e-mail

Powerhouse your marketing

Access all of your clients through our internal mass emailing option, with add-on features including a set up of customized email lists and marketing campaigns.  Optimize your business marketing by saving time on having to go through the stress of picking out mailing lists for certain projects or promotions. 

Let AgentPlan do the your busywork

Save time, send more

Through AgentPlan, users are able maximize their reach and above all save time when it comes to sending individual emails. Start promoting new listings, projects or market updates without having to invest more time. Reach out to your database with an effective approach, and start generating more leads!

You’re the artist!

Create mass e-mail’s through picking from a variety of templates, or simply customize and edit content with our drag and drop options. The capabilities are endless!

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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