Time is one of your most valuable resources. With Agent AI’s real-time calendar syncing and automated reminders, you can focus on protecting more families and closing deals!
Management Matters
Time is one of your most valuable resources. With Agent AI’s real-time calendar syncing and automated reminders, you can focus on protecting more families and closing deals!
Keep your schedule up-to-date across all your devices with real-time syncing.
Never miss a meeting or appointment with automated SMS and email reminders for you and your clients.
Prevent double bookings with our clash checker, ensuring that your schedule stays conflict-free.
Automatically assign bookings to team members based on availability or role.
Create custom booking forms and let our system handle everything from reminders to appointment assignments.
Easily track where each lead is in the sales process and follow their progress from inquiry to deal.
Send personalized email and SMS follow-ups automatically, based on each lead’s stage.
Use smart tagging and scoring to focus on the leads that are most likely to convert.
Collect the right information from leads with customizable forms that ensure you’re prepared for every interaction.
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