boost your business performance AgentPlan

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Single Agents, Teams, Brokerages, Developers

AgentPlan is Suitable for All

Our Features

A simple, proven way to boost your business performance

agentplan software for real estate agents effective time management

The Power of Simplicity

STEP 1:

Pick a Package

STEP 2:

Upload Your Database

STEP 3:

Grow Your Business

Database Storage

Store and manage your clients and transactions to keep yourself organized and on top of all upcoming dates. Through our carefully tailored system, agents are able to reduce time and redundancies when it comes to storing client data and records.

 

Reminders & Activities

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. With our SMS and Email notification options, we make it easy for you to stay in the loop of all upcoming activities scheduled.

Manage & Store Transactions

Keep your transactions securely stored with quick and easy access to all of your records. Designed to organize all your listings, closings and any important components that involve the transaction process as well as storing all pertinent data. 

SMS & Email Reminders and Notifications

Conveniently arrange reminders for any aspect of your business, with optional notifications through email or SMS text messaging.

Sales Pipeline

Stay organized by managing all your active and non-active clients 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.  

All-In-One Calendar

All-in-one calendar outlook system to give agents a thorough visualization of their business for months ahead. 

 

Automated Referral & Feedback System

Tailored to the exact needs of agents through a clean and simple client out-reach system to generate referrals and feedback. Options of automated mail-outs and customizable templates, to reduce your time. 

Customizable Fields

Pick and add changes to your layout to fit your preference. 

 

Track Expenses

View all your marketing/general expenses in comparison to your commissions for an illustrated outlook of your business. 

Send Mass Emails

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.  Powerhouse your business by saving time on having to go through the stress of picking out mailing lists for certain projects or promotions. 

 

Internal Cloud Storage

Integrated cloud storage feature to keep all your data backed up and accessible at all times and anywhere you are. 

 

Start & Manage Campaigns

Organize your clients by managing specific campaigns for current and upcoming projects, promotions, listings and more. 

Word press Plug-in (connect agents site)

Create an efficient way to manage all back end aspects of your business by integrating your CRM to your personal website. Giving you access to add clients and listings as well as any features on your site all under one roof. Saving you time and keeping you organized, to produce more focus on generating new business! 

 

Outlook/Google Sync

Synchronize your outlook and Google accounts to our software for complete control of all your accounts through one system, removing any redundancies.