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AgentVIEW review

#126 of 248 in Real Estate CRM Software

A web-based CRM combining campaign automation, transaction tracking, and IDX tools.

3.0/10Editor score
AgentVIEW3.0 Visit AgentVIEW

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

AgentVIEW is a cloud-based, web real estate CRM for solo agents, small teams, and mid-market organizations. It brings together contact and lead management, customizable lists and statuses, follow-up reminders, automated email campaigns, open-house registration, custom landing pages, transaction tracking, and commission management. Teams can also collaborate on contacts, tasks, transactions, and address books. Agents seeking one system for marketing follow-up and transaction administration are the clearest fit, while those prioritizing mobile CRM access should look elsewhere.

Pricing is available through a 14-day trial without a trial card requirement, followed by paid plans. AGENTVIEW costs $69 per month or $690 per year and includes full contact management, a task and lead manager, phone dialer, open-house registry pages, custom landing pages, and automated email campaigns. AGENTVIEW PRO costs $249 per month or $2,850 per year. It adds everything in AGENTVIEW plus a professionally configured agent website, integrated IDX property search, visitor accounts, saved properties, automated property alerts, and website activity intelligence. The standard plan includes an agent website with an MLS/IDX iframe connection, while integrated IDX visitor intelligence is part of Pro.

Its ecosystem supports CSV contact imports with field mapping, TouchBase Recommendations, campaign triggers and analytics, and automated visitor follow-up emails. Integrations include Zapier, Google Ads, Facebook Ads, Constant Contact, Twilio, Mojo Dialer, CallTools Dialer, Google Sheets, Mailchimp, and Zbuyer. Email, chat, phone, and documentation support are available. AgentVIEW should suit agents who value campaign automation, lead organization, open-house follow-up, and transaction visibility. Teams needing routing, AI features, or a vendor-provided mobile CRM app should consider an alternative.

AgentVIEW pros and cons

  • Where it wins
    • Automated campaigns, reminders, and open-house visitor follow-up
    • Tracks contacts, leads, transactions, and commissions in one system
    • Pro adds an IDX website, alerts, and visitor activity intelligence
  • Where it doesn't
    • Starts at $69 per month with no free plan
    • Web-based access does not provide a vendor mobile CRM app
    • Routing and AI capabilities are not part of the product offering

AgentVIEW fact sheet, pricing and score →

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