Effortless Lead Management for Real Estate Growth
Organize, nurture, and convert leads seamlessly to drive your real estate success.
Organization In One Centralized System
Organize Your Contacts, Your Way.
Easily organize all your contacts with fully customizable labels—create as many as you need to keep track of buyers, sellers, and leads. Find the right people fast and streamline your workflow effortlessly.
Consolidate All Your Leads in One Place.
With AGENTVIEW, every lead from every source is in one centralized location, making lead management and follow-up faster and more efficient.
Complete Conversation History at Your Fingertips
Never miss a detail. AGENTVIEW automatically records and updates all your conversation history, giving you a complete view of every client interaction in one place, so you’re always prepared for the next call or meeting.
All-in-One Client Profiles.
Manage every client detail in one profile—transaction updates, email campaigns, call logs, and even access to their customer portal. AGENTVIEW keeps you organized so you can build stronger client relationships.
Built-in Phone Dialer with Ready-to-Use Scripts.
Make calls directly within the CRM and use pre-built scripts to start conversations smoothly. Focus more on connecting with clients and less on preparing the perfect opening.
Email Clients Directly From your Contacts Profile.
Communicate more effectively by sending emails directly from your CRM. Keep all correspondence in one place, so you have a complete record of every conversation in each client’s profile.
Timely Email Reminders.
Stay on top of communication by setting reminders for follow-ups directly from each contact’s profile. Never let an important email slip through the cracks again.
Unlimited Transactions, All in One Place.
Track every deal, whether buying, selling, or leasing, directly from your client’s profile. Create as many transactions as you need and keep your records organized for maximum efficiency.
Smart Client TouchBase Recommendations.
Let AGENTVIEW guide you with automated transaction milestones, so you always know what comes next and can follow through without missing a beat.