Know Who to Work, What Happened, and What Comes Next
AGENTVIEW brings your leads, conversations, and next steps together. With Touchbase Intelligence, you can recognize which buyers and sellers need attention, understand their history, and follow up with more confidence—through the transaction and beyond.
Turn a Growing Contact List Into a Clear Daily Workflow
AGENTVIEW organizes your contacts and gives you the activity and relationship history behind each one. Touchbase Intelligence adds guidance on who may need attention and what to do next.
Know Who to Work
Organize new leads, active prospects, buyers, sellers, past clients, and the groups that matter to your business.
Know What Happened
Open the relationship and see notes, activity, communication, follow-up, and the context you need before reaching out.
Know What Comes Next
Use Touchbase Intelligence recommendations alongside reminders, FlowLogic, communication tools, and transactions to keep the relationship moving.
One Contact Record Follows the Relationship as It Grows
The same person can move from a new lead to an active prospect, a client, and eventually a closed transaction. AGENTVIEW keeps that journey connected.
Lead Comes In
The contact enters your database.
You Organize It
The contact lands in the workflow you use.
You Work It
Follow up with the history and context in front of you.
It Becomes Business
The relationship continues into the transaction.
Open AGENTVIEW and Go Straight to the Contacts You Need
New leads arrive. Prospects move forward. Clients go active. Past clients come back into focus. Your database is constantly changing.
Smart Lists and Smart Tabs let you create working views around those real business stages, while FlowLogic helps move contacts based on the rules you define.
See Who Needs Attention—and Understand Why
The Contacts page puts your database within reach. Touchbase Intelligence uses available activity and follow-up context to highlight contacts who may need attention, explain why now matters, and suggest a practical next step.
Touchbase Intelligence: Who Needs Your Attention
See prioritized contacts, relevant engagement, and the reasons behind suggested outreach—not just another list of names.
Contact History
Open the Contact Profile to review conversation history, notes, preferences, and activity before reaching out.
Follow-Up Reminders
Keep the next action connected to the relationship with reminders, documented follow-ups, and a clear contact timeline.
From Contact Activity to a More Personal Next Conversation
Touchbase Intelligence helps you decide where to focus. Your Contact Profile helps you understand the person. Connect a supported AI assistant to AGENTVIEW to ask questions and prepare a response using available contact context.
Know Who Needs Your Attention
Review prioritized leads, buyer and seller activity, intent indicators when available, and recommended follow-up steps.
Understand the Relationship
See the contact's history, notes, recorded conversations, preferences, and previous follow-up before reaching out.
Ask for a Relevant Next Step
With a supported AI assistant connected, ask about the contact and request help drafting natural, personalized outreach.
Hey Daniel, how are the upgrades coming along? Are a pool and a view still the main things you're looking for in your next home?
Example only. Suggestions depend on the information available in the connected AGENTVIEW account. Review drafts before sending.
Open a Client and See the Story Before You Take the Next Action
The Contact Profile brings notes, communication, preferences, and follow-up activity together. That connected history helps you prepare a thoughtful next conversation—and provides context for supported AI assistants when connected to AGENTVIEW.
Details & Notes
Keep the notes, needs, and property preferences that make each buyer or seller different.
Communication
Review documented calls, emails, and conversations before the next outreach.
Follow-Up
See reminders and next steps connected to the contact, informed by Touchbase Intelligence guidance.
Transactions
Carry the same relationship into buying, selling, or leasing business.
Work the Client Without Turning Contact Management Into Another To-Do List
Once you know who you are working and why, AGENTVIEW gives you practical ways to act on the relationship.
Make the Call
Use the built-in Phone Dialer and keep helpful scripts available while you work the contact.
Send the Email
Reach out from the contact workflow and keep the conversation tied to the relationship.
Create the Transaction
When the opportunity becomes active business, create the transaction from the same client relationship.
Bring In the Contacts You Already Have—and Put Them to Work
Your business does not start from zero. AGENTVIEW helps you bring an existing database into the workflow and gives you useful ways to work those contacts once they are there.
Import Contacts From CSV
Bring over contacts from spreadsheets, Google Contacts, Outlook, or an existing database.
Upload the file, map your columns to AGENTVIEW fields, and start working from one organized database.
Turn a Contact List Into Direct Mail
Filter the contacts you want to reach and generate downloadable labels compatible with popular AVERY® 5160 formats.
Move from a database segment to postcards, flyers, thank-you notes, and other personal mail without rebuilding the list somewhere else.