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Features/Dashboard
AgentOS CRM

Everything that matters. One screen. Every morning.

Your dashboard shows active listings, new leads, pending tasks, upcoming showings, commissions, and weekly lead trends — all updated live from your database. No spreadsheets. No switching tabs.

6

Stat cards

Properties · Leads · Tasks · Showings · Commissions · Occupancy

4

Live widgets

Tasks · Showings · Commissions · Quick Actions

Lead trends

This week vs last week, auto-calculated

8

Recent actions

Last 8 activity log entries on screen

See the dashboard in action

A full business overview — loaded in under a second

VIDEO DEMO

What's on your dashboard

6 live stat cards

Total Properties

All properties in your database — with active count shown as a sub-trend.

Active Listings

Properties currently listed as active and visible to buyers.

Featured

Properties marked as featured — your premium or highlighted inventory.

New Leads

Uncontacted leads, plus a weekly trend: up or down vs last week.

Pending Tasks

Open tasks not yet completed — overdue tasks flagged in red.

Occupancy %

Rental units occupied vs total — for agents managing investment portfolios.

4 main widgets

Tasks

Today's tasks with priority and due time — tap any to open the full record.

Showings

Upcoming property showings — date, property, and client at a glance.

Commissions

Recent and expected commission entries from your active deals.

Quick Actions

One-click buttons: New Lead, New Task, New Property, New Showing.

How agents use it — 4 steps

01

Open the dashboard each morning

Every session starts here. Your 6 stat cards update live — see exactly where your business stands before your first client call.

02

Check Needs Attention

If any lead hasn't been updated recently, the Needs Attention widget surfaces them. No lead falls through without you noticing.

03

Review tasks and showings

The Tasks and Showings widgets show what's due today. Tap any item to jump directly to the full record.

04

Use Quick Actions to move fast

New lead just called? Add them in one click. Got a showing request? Schedule it without leaving the dashboard.

See your dashboard live — with your own data.

60-minute demo. We set it up. You watch it fill in.

Book a Demo