AgentFlow

AgentFlow is the mobile companion for the PropertyZone real estate CRM —
built so agents can run their entire pipeline from their phone, between
showings, in the car, on the listing floor.

WHAT YOU CAN DO

Pipeline at a glance
• Open deals, today's tasks, and your KPIs on one Dashboard
• Long-press a deal to move it across stages with one tap
• Touch-friendly kanban that works without a mouse

Properties on demand
• Live MLS search — by address, city, MLS#
• Listing detail with photos, beds/baths, square footage, status
• Share any listing to clients via Messages, WhatsApp, Mail, or AirDrop

Contacts that act
• Tap-to-call, SMS, email, or WhatsApp from any contact card
• One-tap voice-to-text notes after a call
• Long-press for a native action sheet of every channel

Unified Inbox
• Email, SMS, and WhatsApp threads merged into a single conversation list
• Reply inline with photos attached from your camera or library
• Real read-receipts — no more "did I see that already?"

Team Chat
• Direct messages and group chats with the rest of your brokerage
• Push notifications when a teammate pings you, even when the app is closed
• Add members later with the choice to share or hide chat history

Tasks built for the road
• Bucketed Today / Overdue / Upcoming
• Swipe right to complete, long-press to snooze (1 hour / tomorrow / 1 week)

Appointments
• Quick agenda view of upcoming showings, listings, meetings, closings
• Add new with type, time, duration, and notes in seconds

Open Houses
• Pull up the QR code for any open house at the door
• Print or AirDrop the QR straight to your sign printer
• Visitor sign-ins land as leads in your CRM automatically

Push notifications you'll actually use
• New lead added to your brokerage
• New chat message
• Showing requested by a buyer
• Property clicked in an email you sent
• Task due

Built for agents and brokers
• White-label brand support — your brokerage's identity, end to end
• Face ID / fingerprint unlock to keep client data private on a shared phone
• Works on iOS and Android, optimized for one-hand use

GETTING STARTED

You'll need an existing AgentFlow / PropertyZone account. If your
brokerage is already using the web app at crm.pzone.ca, sign in with
the same email and password — or with Google if your account is linked.
New brokerages can sign up at crm.pzone.ca first, then come back to the
mobile app.

PRIVACY

We collect only what's needed to run the CRM: your email, name, phone,
and any photos you upload to listings or message threads. Everything is
encrypted in transit. Full policy at crm.pzone.ca/privacy.

QUESTIONS?

Tap More → Send feedback inside the app, or email us through the link in
your account settings.