Agent Diary
Daily Lead Tracker for Agents
Free · Designed for iPad. Not verified for macOS.
The ultimate CRM for agents! Track leads, manage policies, and never miss a renewal. Share professional renewal cards & grow your sales effortlessly.
Empower Your Sales Journey with AgentDiary
AgentDiary is the premier CRM and Lead Management solution designed specifically for modern agents. Whether you’re managing insurance policies or closing real estate deals, our app provides the tools you need to stay organized and boost productivity.
Key Features to Drive Your Success:
• SMART LEAD TRACKING: Organize your contacts, track their journey from lead to client, and prioritize high-value prospects with ease.
• AUTOMATED RENEWAL ALERTS: Never lose a commission due to a missed renewal. Track policies for Health, Life, Motor, and more, with timely alerts for you and your clients.
• PROFESSIONAL RENEWAL CARDS: Impress your clients by sharing beautifully designed renewal reminders via WhatsApp, Email, or SMS.
• SEAMLESS COMMUNICATION: One-tap integration for Calls and WhatsApp ensures you spend more time talking and less time searching for numbers.
• PROPERTY MANAGEMENT: A dedicated module for real estate agents to manage listings, images, and client interests in one place.
• PERFORMANCE INSIGHTS: Get a clear view of your sales pipeline, conversion rates, and monthly goals with our intuitive dashboard.
• SECURE & MULTI-DEVICE: Your data is encrypted and synced across your devices. Enjoy peace of mind with robust backup and restore options.
Designed for Professionals:
• Insurance Advisors (LIC, Health, General)
• Real Estate Consultants
• Financial & Loan Agents
• Sales Executives & Field Teams
Experience a smarter way to manage your business.
Download AgentDiary today and transform your customer relationships!
Ratings & Reviews
- This app has not received enough ratings or reviews to display an overview.
* Removed Server Backup Functionality
* Added more Functionalities to Store Policies, Insurance, etc.
* UI Changes
The developer, Sunni Kumar, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- Sunni Kumar
- Size
- 50.1 MB
- Category
- Productivity
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
13+
- 13+
- Contains
Advertising
- Copyright
- © Sunni Kumar