Project management
Efficiently handle real estate projects, big or small. Break down major projects into manageable tasks and stay ahead.
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.
— Features
All your work, one place.
Handle every part of your real estate business — from planning projects to creating content — without switching tools.
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.
Get access →
— Pricing
One time. Lifetime access.
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
— Still unsure?
Have questions? I'm here.
Read the most common questions, or send me a message directly — I usually reply the same day.