Your Real Estate Business Has a Story.
Now Your AI Can Help You Read It.
See which leads need attention, stay connected with buyers and sellers, and discover what is happening across your business. Then use supported conversational AI assistants to ask AGENTVIEW questions in everyday language.
Less Guesswork. Better Follow-Up. A Clearer Business.
Touchbase Intelligence works with activity already connected to AGENTVIEW, helping turn scattered information into practical next steps—not another dashboard full of numbers you have to interpret.
Who Needs Your Attention
Understand which buyers, sellers, and leads deserve attention, why they stand out, and what to do next.
Stay Connected
Keep important relationships moving with consistent, meaningful follow-ups instead of relying on memory.
Business Insights
See useful patterns across your marketing, website, open houses, transactions, and connected business tools.
From Everyday Activity to a Better Next Move
Touchbase Intelligence uses information available inside your AGENTVIEW account to identify useful follow-ups and business observations. Its recommendations depend on the activity your tools have recorded.
Your Business Happens
Leads respond, campaigns run, contacts are updated, and work moves forward.
AGENTVIEW Connects It
Recorded activity is organized across the features you already use.
Touchbase Intelligence Analyzes It
Intelligence highlights important contacts, follow-ups, and business trends.
You Take Action
Review the reasons, work the next step, or ask a connected AI assistant for guidance.
Know Who Needs Your Attention—and Why
A lead may have responded to a campaign, visited a property page, or gone too long without a personal conversation. Touchbase Intelligence helps you see the context behind a recommended follow-up.
Instead of just showing a name, priority recommendations can explain what happened, why now, and a suggested next step.
Recent Activity Worth Following Up On
Your buyer lead showed new activity after a quieter period. A personal check-in could help you learn whether their plans have changed.
Recent activity gives you a timely reason to reconnect.
Reach out with a useful question about their home search.
Illustrative recommendation; actual insights depend on account activity.
Illustrative contacts, not real account data.
Stay Connected Without Having to Remember Everything
Real estate relationships rarely move forward in one conversation. Touchbase Intelligence helps identify everyday outreach worth doing so buyers, sellers, prospects, and past clients do not quietly fall through the cracks.
See the Relationship
Review recent history and how long it has been since the last recorded contact.
Follow Up With Purpose
Use the suggested next step, then keep notes, reminders, and next actions connected to the contact.
Understand What Is Happening Across Your Real Estate Business
Touchbase Intelligence looks beyond individual leads. As AGENTVIEW records activity, business insights can help you spot trends and areas to review across the tools you use.
That might mean noticing campaign engagement, reviewing follow-up activity, looking at open-house registrations, or checking how transactions and related work are progressing.
Insights appear inside AGENTVIEW with the context behind the observation and links to relevant areas of your business.
Some contacts have recently engaged with your campaign. Review their activity before sending another broad message.
Review campaignsCheck recent registrations and make sure visitors have a clear next step.
Review registrantsReview outstanding activity so important conversations do not stall.
Review tasksIllustrative insights; not a live evaluation.
Your CRM Is Connected. Now the Conversation Can Be, Too.
With the AGENTVIEW AI connection configured in a supported assistant, you can ask about information in your account instead of searching through different CRM screens to piece the answer together.
Start with leads showing recent activity or missing a documented next step. Review each contact's history before reaching out and record the result.
Review your latest campaign engagement, recent open-house registrations, and outstanding follow-up tasks to spot opportunities and unfinished work.
Ask in Plain English. Work From Your Own CRM.
Use supported AI assistants such as ChatGPT, Claude, and Grok where the AGENTVIEW connection is available and configured. The assistant's access and results depend on the connected account, permissions, and supported tools.
Intelligence Is More Useful When Your Tools Work Together
From the first inquiry to the closing table, AGENTVIEW keeps the activity behind your business closer together. Touchbase Intelligence can use supported account data to help you see what matters.
Contacts & Follow-Up
Leads, conversation history, status changes, reminders, and next actions provide context for stronger follow-up.
Marketing & Lead Capture
Campaigns, landing pages, real estate websites, and open-house registrations help reveal interest and outreach opportunities.
Transactions & Tasks
Pipeline activity, milestones, tasks, and business operations make it easier to see unfinished work.
Connected AI Assistance
Use supported conversational AI connections to explore your own AGENTVIEW information and plan a practical next step.