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Agent Dashboard

Today's leads, tours, and follow-ups in one place.

The Agent Dashboard is the single screen every agent opens in the morning — the leads to work, the tours to run, and the deals to close today.

The problem

Agents live in ten tabs.

Meta Leads Center, MLS, CRM, calendar, WhatsApp, SMS, email, and a to-do list app. Nothing tells them what to work on first.

  • Context-switching across tools.
  • No prioritized worklist.
  • Missed follow-ups.
  • No feedback loop to improve behavior.
The AdClosr approach

One screen, prioritized by AI.

AdClosr sequences the agent's day — highest-intent leads, upcoming tours, at-risk deals — all in one workspace with one-click actions.

Prioritized worklist

Highest-intent lead first, always.

Today's tours

Confirmed, at-risk, and reschedules in one view.

AI assist

Draft replies, meeting summaries, next-best-action.

Product

Agent workspace

Illustrative sample — not customer data.

Team Performance
July · 5 agents
Search⌘K
JM
Team revenue
$916K
+22%
Deals closed
20
+4
Avg conversion
29%
+3.1%
Calls made
2,184
+18%
#
Agent
Revenue
Deals
Conv.
01
MR
Maya Rivera
Senior Agent
$284K
6
38%
02
JL
Jordan Lee
Agent
$218K
5
32%
03
SM
Sofia Mendes
Agent
$192K
4
31%
04
KP
Kai Patel
Junior Agent
$124K
3
24%
05
EO
Elena Ortiz
Agent
$98K
2
21%

Sample workspace — illustrative UI, not customer data.

Feature highlights

Built around the agent's actual day.

Unified inbox

SMS, WhatsApp, email, voicemail — one thread per lead.

Deal room

Documents, tasks, and milestones in one place.

Personal scoreboard

Speed-to-lead, appointments, and closings.

Measurable ROI

What teams actually see after switching

Outcomes AdClosr customers report across their first 60–90 days on the platform.

Sub-minute speed-to-lead

AI Voice and AI SMS reply within seconds so leads never go cold — a documented driver of higher connect and close rates.

Higher qualified appointment rate

Automated qualification and calendar routing send only ready-to-talk buyers to your team, improving show-up rates.

Lower cost per acquisition

Closed-loop attribution shows which campaigns produce revenue so budget shifts to what works — not what looks good in ad manager.

One-platform savings

Replace CRM + dialer + SMS + landing pages + attribution with a single subscription. Most teams cut recurring tool cost by 40–60%.

Works with your stack

Connects to the tools your team already runs on

Bidirectional sync with the ad platforms, calendars, and business tools your team already uses.

Meta Ads
Google Ads
TikTok Ads
WhatsApp Business
Twilio
Zapier
Make
Slack
Google Calendar
Outlook
HubSpot
Salesforce
Zoho CRM
Stripe
QuickBooks
Zoom
Google Sheets
Webhooks & REST
Customer stories

Trusted by operators who ship revenue

How teams describe AdClosr in their own words — from RevOps leads, sales directors, and heads of marketing.

We consolidated four tools into AdClosr and cut our monthly stack cost in half. The AI follow-up alone paid for the platform in the first month.
Revenue Operations LeadRevOps Lead, Growth-stage brokerage
Speed-to-lead went from 40 minutes to under a minute. Booked appointments are up meaningfully and reps stopped complaining about the CRM.
Sales DirectorSales Director, Multi-office team
The migration was painless. Our data, campaigns, and automations moved over in a week — no downtime, no lost leads.
Operations ManagerOps Manager, Independent brokerage
For the first time we can see exactly which campaigns produced revenue. Attribution finally matches what closed.
Head of MarketingHead of Marketing, National franchise
FAQ

Questions, answered.

No. AI handles first-touch and nurture. You control which leads convert to human-led calls and how.

Ready when you are

Give every agent a single screen for the day.

See the Agent Dashboard live in the demo with a sample worklist.