Meet Touchbase Intelligence. AGENTVIEW connects your leads, follow-ups, marketing and business activity so you can see what matters, understand what to do next, and ask questions through compatible AI assistants.
Built for real estate agents • AI-powered recommendations • 14-day free trial • No credit card required
More leads do not automatically create more business. Growth comes from what happens after the lead arrives: following up, staying organized, keeping relationships moving, and knowing what deserves your attention today.
AGENTVIEW is designed to help the everyday work feel more intentional — so you spend less energy managing the process and more energy moving relationships and opportunities forward.
Touchbase Intelligence highlights which buyers, sellers, and new leads may need your attention, with reasons and suggested next steps.
See timely follow-up recommendations informed by your contact history, tasks, reminders, and recent engagement.
Spot useful patterns across campaigns, your website, open houses, transactions and other parts of your real estate business.
Most real estate CRMs store information. Touchbase Intelligence helps you understand it. From lead activity to follow-up opportunities and the work happening across AGENTVIEW, your connected data becomes useful guidance—not another report to decipher.
Touchbase Intelligence can highlight priority contacts, explain what changed, and suggest a practical next step based on activity in your CRM.
Hey Daniel, how are the upgrades coming along? Are a pool and a view still the main things you're looking for in your next home?
Understand which buyers, sellers, and leads may deserve a follow-up—and why.
Keep relationships moving forward with consistent, meaningful follow-ups.
Look across your real estate activity to identify opportunities and areas needing attention.
Use supported AI assistant connections to ask natural-language questions about your AGENTVIEW business data.
AGENTVIEW brings lead management, follow-up, marketing, websites, transactions and commissions together. Touchbase Intelligence helps turn activity across those tools into guidance you can use.
Capture, organize and nurture leads with a complete contact history.
Build consistent follow-up and nurturing without repeating the same work.
Create an online presence that connects directly back to your business.
Capture visitors and move new open house leads directly into your workflow.
Create focused lead capture pages for listings, promotions and campaigns.
Stay top of mind with targeted messages and automated nurture campaigns.
Keep deals organized from contract to close with one connected workflow.
Track earnings, splits and expected commissions with clear visibility.
The goal is not to spend more time in your CRM. The goal is to build a process that helps you capture opportunities, stay consistent and keep business moving without carrying everything in your head.
Give new leads and opportunities one place to enter your business.
Create a rhythm with tasks, reminders, contact history and campaigns.
Keep the next action visible as prospects become clients and clients become transactions.
Repeat a connected workflow as your database, pipeline and business get bigger.
AGENTVIEW becomes the place you work from — not another system you have to work around.
See how AGENTVIEW brings leads, contact history, tasks, follow-up, marketing and transactions together. For a look at Touchbase Intelligence and conversational AI, book a live walkthrough.
AGENTVIEW is built to become part of the way you run your business — not just a place to store names. It connects the work that creates momentum so your system can support the business you are trying to build.
Lead capture, follow-up, open houses, transactions, commissions and agent website activity can live in one ecosystem.
Use contact history, tasks, reminders and campaigns to build the habits that keep opportunities moving.
See the relationship, the transaction and the commission as parts of one business instead of isolated records.
Get help when you need it instead of being left alone to figure out a complicated CRM.
As you work across leads, campaigns, website activity, open houses, transactions and commissions, AGENTVIEW keeps those activities connected. Touchbase Intelligence uses that context to highlight opportunities and help you ask better questions about your business.
AGENTVIEW connects with thousands of apps through Zapier, helping you automate lead flow and keep the systems you already use working together.
A quick overview of what AGENTVIEW is, who it is built for, and how it fits into a real estate workflow.
Try AGENTVIEW free for 14 days and build the workflow that keeps your leads, follow-up and business moving. No credit card required.
