Activity Planner

Easily the most important module in your software.  You have everything you need at your fingertips, but without a plan, you can’t be sure you will follow up CONSISTENTLY!  It’s easy to manage client follow-up, listings and sales by using this powerful communication tool.

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!