Agent Office Real Estate CRM Software

These are all exactly the same. The only difference is that they have the franchise logo on the software screen.

Imagine having one simple entry point for all your day-to-day business needs,

reminding you of every call to make and person to see, every showing and closing. Agent Office® is designed to work when, where and how you do. At the office or at home — even on the road — any time of the day or night.

Presenting AgentOffice v9 — the real estate industry’s most complete, full-featured package of essential tools, specifically created to help you build and manage the day-to-day activities of your real estate business. AgentOffice provides all the contact and productivity tools you need in one simple, easy-to-use and surprisingly easy-to-learn package, whether you're a computer novice or experienced PC professional. Instead of multiple contact, e-mail, scheduling and word processing programs, you'll have a single, exceptionally user-friendly access point for all your day-to-day business needs, reminding you of every call to make, every person to see, and every showing and closing task.

Standard features include:

TransactionPoint® Integration Eliminate the need for duplicate data entry by initiating new transactions directly from AgentOffice using the existing Listings, Sales and Contact information
Contact Manager provides instant access to complete contact information
Activity Plans give you a choice of pre-formatted plans or create your own.
Electronic Scheduler allows you to track activities with a simple click of a button.
Comparative Market Analysis (CMA)Creates impressive listing presentations¹.
Integrated HTML E-Mail Tools manage all your online communications, while working with the most popular e-mail programs on the market today⁴.
Synchronization Tools allow you to use AgentOffice² with the most popular handheld devices on the market today.³
Word Processing & Presentation Designer allow you to create professional-quality letters, flyers, postcards and brochures
AutoUpdate Service automatically searches our Web site for the latest updates.
HTML E-Mail Functionality customize your e-mails with hyperlinks, images and various font types, sizes and colors⁴.
Vendor Management - Save your preferred vendors' information - instantly!

New with AgentOffice v9:

ZipForm® / WINForms® Integration
The industry's standard transaction form software is now accessible through the Contact, Listings and Sales modules of AgentOffice.

Enhanced Import Functionality

Increases functionality when importing multiple e-mail addresses.
Assigns universal categories, as referenced in AgentOffice, to the contact information from the import package.
Checks for duplicate records by comparing the import package data with existing data.

Document Management
Imports electronic documents directly into Agent Office - giving users a centralized location to archive files.

Referral Management
Tracks referrals and associates them with specific contacts.

System Requirements - Recommended

AgentOffice® v10 provides a host of powerful tools designed to get new agents off to a great start and help power agents sell even more! For details about Agent Office upgrades, version by version, click here!

TransactionPoint® Integration: Eliminate the need for duplicate data entry by initiating new transactions directly from Agent Office using the existing Listings, Sales and Contact information.”

Contact Manager: everything you need to manage your contacts, including multiple addresses, phone numbers, e-mail addresses and Web sites fields as well as your Outlook® contact files (VCards), with a comprehensive record of activities for each contact. This module includes:

Activity Planner: A full-featured scheduling and planning tool with flexible formats, allowing you to create your own customized plans.

Electronic Scheduler: Creates and tracks appointments, deadlines and to-do lists, and automatically prints letters and sends e-mails with the simple click of a button.

Comparative Market Analysis (CMA): Download listings from your MLS to quickly create impressive CMA presentations¹

Integrated HTML E-mail Tools: Work with the most popular e-mail programs² to manage all your online communications - all from one centralized location.

Intellisync for FNF: Allows you to synchronize AgentOffice contact and activity information with the most popular handheld devices on the market today³.

Word Processing Create your own professional quality letters -0 with over 130 pre-written letters included - you can access any letter you need for virtually every contingency.

Presentation Designer: Distinguish yourself from the competition with customizable professional quality flyers, postcards and brochures.

Networkable & Multi-User: Agent Office functionality allows you and up to two assistants to use AgentOffice right out of the box⁵

Auto-Update Service automatically searches Fidelity National Real Estate Solutions' database for the latest updates.

Enhanced E-mails (HTML Functionality): Allows you to embed your favorite graphics, images and URLs into the e-mail - itself including personal photo, business logo or even your business Web address².

Family Reminders: Create event reminders for contacts' birthdays, anniversaries or other special occasions.

Vendor Management: Save your preferred vendors' information - instantly!

Enhanced Property Management: Allows you to enter detailed property information for a prospective customer or client.

Call us at 215.345.5222 - Please leave a message if you get voice mail. Some people do not, and we usually could have returned the call within seconds

Gary will usually return your e-mail within minutes, rarely more than a couple hours, and never more than the next day.

Gary has a Real Estate sales background going back to 1987. He can speak your language.

Gary's experience with Real Estate Specific Contact Management goes back to Howard & Friends and RES in 1989.