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

Built By Agents: For Agents

Referral & Feedback System

Grow your business with AgentPlan

When it comes to requesting referrals or getting feedback on services, majority of the professionals know it can be at times very awkward. Which is why AgentPlan has heard your needs and presents a referral and feedback system tailored to the exact needs of agents through a clean and simple client out-reach system. Options of automated mail-outs and customizable templates, to reduce your time. 

Let AgentPlan do the your busywork

Access your goldmine

Starting using your clients as a gold mine for future business and remove the stress of awkward calls or emails!

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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