Description
Maximize productivity, accountability, and sales performance in your real estate business.
Planna is the ultimate task management and collaboration tool built for real estate companies, brokers, and agents. Whether you're a team of two or managing multiple agents across offices, stay on top of daily and weekly tasks with precision.
FOR COMPANIES
- Add your company name and logo for a personalized workspace.
- Support for multiple managers and employee accounts.
- Easily onboard agents by creating and sharing login credentials.
TASKS & ACCOUNTABILITY
- Create individual daily and weekly tasks.
- Manage group tasks (weekly only) for teams.
- Tasks include checkboxes, text notes, and due dates.
- Tasks stay marked as “pending” until completed.
- Get notified for overdue tasks.
CALENDAR & REMINDERS
- Plan ahead with a calendar view of tasks and events.
CHAT & COLLABORATION
- One-on-one and group chats for seamless communication.
- Agents can directly call managers/admins from the app.
Keep the entire team aligned with real-time updates.
SCALABLE & FLEXIBLE
- Not just for one firm — other companies can use the app too.
Scalable for small teams or large brokerage firms.