Task Board Organizer

Manage your workflow

Stay organized by managing all your active and non-active clients and leads through our neat dashboard system. Providing agents with a visual outlook of their current client situation, while managing and prioritizing focus on high profile clients.

Prioritize your leads

Never lose track of your leads. Whether they are potential buyers or expired listings, AgentPlan gives you the best way to stay on top of all your hot leads and take your business to the next level!

Above all reduce stress and save you time so you can focus on growing your business!

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.

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