Notion template · 50% launch offer

The Ultimate Agent Planner

Your all‑in‑one real estate solution. A complete Notion dashboard for property listings, client tracking, task management, and beyond.

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The Ultimate Agent Planner dashboard preview

— Features

All your work, one place.

Handle every part of your real estate business — from planning projects to creating content — without switching tools.

Project management

Efficiently handle real estate projects, big or small. Break down major projects into manageable tasks and stay ahead.

Leads & closings

Tailor pipeline stages to your preferences. Track buyer and seller opportunities so nothing slips through the cracks.

Marketing content

Plan and organise content for all your social channels — calendar, briefs, and assets in a single view.

And much more in one place

Say goodbye to managing multiple software platforms. A seamless, unified experience.

OKRs & goals Task management Team management Specialists & providers Seller CRM Buyer CRM Properties CRM Documents management Listing closings & commissions Marketing Invoices Business cards

— Ever feel…

Overwhelmed with paperwork and matching leads to listings?

  • Never enough timeLimited time for admin tasks, appointments, and lead management.
  • Difficulty planning listingsEfficiently linking leads to listings takes time and effort.
  • Heavy workloadJuggling properties and clients leads to stress and burnout.

— The Ultimate Agent Planner

…is tailor‑made to ease your workload.

  • Save valuable timeBoost productivity with user‑friendly features built around the agent's day.
  • Streamline property managementEffortlessly organise listings and resources in one shared workspace.
  • Handle tasks seamlesslyStay ahead of tasks effortlessly, reclaiming precious time.

— Agent dashboard

What's inside.

The dashboard streamlines your workflow by bringing together information from different sources, giving real estate agents a unified platform for easy organization.

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Preview of the agent dashboard

— Pricing

One time. Lifetime access.

The Ultimate Agent Planner cover
50% off — limited offer

Ultimate Agent Planner

Lifetime access & updates. Built by a real estate agent with 25 years of experience.

$149 $225
  • Full CRM: buyers, sellers, properties
  • Task & project management
  • Marketing content planner
  • Listing closings & commissions
  • Documents & invoices
  • Free lifetime updates
Buy now on Gumroad →

— Still unsure?

Have questions? I'm here.

Read the most common questions, or send me a message directly — I usually reply the same day.