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

Built By Agents: For Agents

Reminders & Activities

Need a reminder? You got it!

Custom reminders for every detail of your business! Easily visualize your monthly task list- generate reminders for upcoming birthdays, closings, condition expiries and much more.

Let AgentPlan do the your busywork

Reminders on the go

With our SMS and Email notification options, we make it easy for you to stay in the loop of all upcoming activities scheduled. Additionally, all stored dates will be easily seen on the internal calendar or client’s profile.

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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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