Set up a Past Client plan and never worry again that you’ve missed calling someone.  New Listing Plan – each step automatically appears on your calendar or to-do list.  New Lead Plan – never miss following up on another lead.  The day’s business is there, reminding you to make the call or print the letter. Activity plans can also be launched with e-mail as your contact method. Write your own plans, choose from the plans and letters included or purchase the Dave Beson LetterWriters which import into your software to get you set up quickly!

Create a new contact, plan an activity, enter a listing or e-mail from anywhere in the program.  View and print activities by day, week or month with just a couple of clicks.  Drag and drop capabilities make it easy to schedule and reschedule activities.  Schedule for yourself or a team member – you can even schedule multiple activities for the same time period.