Independent real estate professionals

From the first inquiry
to the next showing.

A promising client conversation is only the beginning. Staying organized between calls, viewings, appointments and follow-ups is where a practical CRM makes a difference.

For independent real estate agents and small practices building stronger client relationships.

The client journey

Relationships don't end
when the call does.

The small moments between meetings matter. From a first conversation to the next follow-up, bring more consistency to your day without adding another complicated process.

01

First contact

Keep important contact details together.

02

Conversation

Save notes you want to remember.

03

Showing

Plan appointments and prepare your day.

04

Next step

Track tasks and follow-ups.

Your CRM. Your Workspace.

Work with your information, not around it.

iAgenda Hub combines CRM organization with a personal Workspace for files, profiles, documents, calendar and everyday work. Keep your own workflow clearer as your client relationships grow.

Built for business organization. It does not replace a brokerage's transaction management, MLS platform or licensed real estate expertise.

Before a property visitCheck your calendar and review your notes.
After a client conversationRemember what needs a follow-up.
At the close of the daySee tomorrow's appointments and remaining tasks.
Your intelligent assistant

Then meet Beta AI.

When your CRM and Workspace help keep things in order, Beta AI brings another way to work: natural conversations about planning your day, organizing next steps and staying focused.

You know your clients. Beta helps you organize the work around them.

Discover iAgenda Hub

Build better habits around every client relationship.

Explore our CRM, Workspace and AI assistant. See which solution fits your real estate practice.

Discover Our Solutions →