AgencyMax has a fully integrated diary and workflow management system. The corner stone of which is our Action Plan system. Action plans allow you to define how you would like your business to react to certain situations. It defines what each person should do and places the necessary tasks and appointments into their diary. It is all based upon staff job functions, so as staff come and go, the action plans keep working. The system caters well for large offices by allow reporting channels to be defined on an individual staff member basis. This means organisations with separate Sales Managers for different divisions and real estate Salespeople with their own PAs, but who also share certain support staff can all be configured within our Action Plans.

As a real estate business owner you can monitor incomplete tasks and ensure things are running smoothly.