Task Manager

Know What Needs to Get Done—And Keep It Moving

AGENTVIEW helps you keep follow-ups, appointments, reminders, and important client tasks organized so the work that moves your business forward does not get lost in the day.

Your Day, Organized Around the Work That Matters

Turn Follow-Up and Deadlines Into a Clear Daily Plan

Real estate work rarely happens in one straight line. Calls, showings, meetings, follow-ups, and client deadlines all compete for attention. AGENTVIEW gives you one place to see what needs to happen next.

See What Needs Attention

Keep daily tasks, appointments, and follow-ups together so you can quickly see where your attention belongs.

Keep Follow-Up Connected

Create reminders from the client relationship so the next call, meeting, or follow-up stays tied to the person you are working with.

Stay Ahead of the Next Deadline

Use reminders and notifications to keep important activity visible before a client commitment or deadline slips through the cracks.

How It Works in Your Business

From “I Need to Remember This” to a Task You Can Actually Work

AGENTVIEW gives the small commitments that drive a real estate business a place to live, so they are easier to see, act on, and complete.

01

Something Needs Action

A client needs a call, a showing needs coordination, or an important follow-up needs to happen.

02

Create the Reminder

Add the task while you are already working the relationship instead of trusting yourself to remember it later.

03

See It in Your Workflow

Your Task Manager gives you a clear place to return to and work through what needs attention.

04

Follow Through

Complete the task, keep the client moving, and make room for the next priority.

One Place to Work the Day

See Your Tasks Without Rebuilding the Day in Your Head

Instead of keeping follow-ups in one place, appointments somewhere else, and important reminders in your memory, AGENTVIEW brings the work together into a single Task Manager.

That gives you a practical starting point when you sit down to work: see what is waiting, decide what matters now, and keep moving through the day.

Daily tasks
Client follow-ups
Appointments
Reminders and deadlines
AGENTVIEW AV2 Task Manager
Built for the Work Between the Big Moments

Give the Everyday Details a Place to Go

The work that keeps a real estate relationship moving is often made up of small actions. AGENTVIEW helps keep those actions visible until they are done.

Follow-Up Calls

Remember the client or prospect you said you would call back later.

Showings

Keep property showings and the client activity surrounding them on your radar.

Client Meetings

Stay ahead of meetings and the follow-up that needs to happen afterward.

Transaction Activity

Keep important transaction-related actions visible as the deal moves forward.

Stay Connected to the Next Commitment

Create the Reminder While the Client Is Already in Front of You

Set reminders directly from the contact profile, get notified when it is time to follow through, and add reminders to the calendar you already use.

Create It From the Contact

Add the reminder while you are already working the client so the next action starts with the right context.

Get the Reminder

Keep the commitment visible when it is time to reach out, meet, or take the next action.

Add It to Your Calendar

Add reminders to Google Calendar, Outlook, or Apple Calendar when you want the commitment on your personal schedule too.

Keep the Work That Matters From Slipping Through the Cracks.