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About this app

AgentDiary is the powerful CRM app built for insurance agents who want to close more deals and stay organized. Manage your leads, schedule follow-ups, track communications, and monitor your performance—all from one beautifully designed app.

━━━ WHAT MAKES AGENTDIARY SPECIAL ━━━
🎯 COMPLETE LEAD MANAGEMENT
Organize every lead with detailed information including name, phone number, requirements, and notes. Track each lead's journey from first contact to conversion. Filter by status (Hot, Warm, Cold, Converted, Lost) to prioritize your efforts effectively.

📅 NEVER MISS A FOLLOW-UP
Schedule follow-ups with precision using our smart reminder system. Choose between Call, WhatsApp, Meeting, or Visit actions. Receive timely notifications so you always stay on top of your commitments. Complete follow-ups directly from your dashboard with just one tap.

📞 SMARTER COMMUNICATIONS
Make calls and send WhatsApp messages directly from the app. Every interaction is automatically logged in your lead's timeline—no more manual tracking. Build comprehensive records of all your customer communications.

📈 TRACK YOUR SUCCESS
Your dashboard shows today's follow-ups, missed items, and upcoming commitments at a glance. Monitor your lead pipeline with color-coded status bars. Track conversion rates and monthly performance to continuously improve your sales strategy.

🏠 PROPERTY PORTFOLIO
Keep all your property listings organized and linked to relevant leads. Track availability, pricing, and status changes. Upload property images to create attractive listings for your clients.

🔄 SEAMLESS DATA SYNC
Your data syncs securely to the cloud, so you can access it from any device. Export your data to JSON for complete backup control. Import data when you need to restore or transfer your information.

━━━ FEATURES AT A GLANCE ━━━
• Lead management with full contact details
• Follow-up scheduling with reminders
• One-tap call and WhatsApp integration
• Automatic interaction logging
• Performance dashboards and reports
• Property management with image upload
• Cloud sync and backup
• English and Hindi language support
• Secure authentication (Email, Google)

━━━ DESIGNED FOR ━━━
Whether you're a seasoned insurance professional or just starting out, AgentDiary adapts to your workflow. It's perfect for insurance agents, sales teams, field representatives, and anyone who needs to manage customer relationships effectively.

Download AgentDiary now and take control of your sales pipeline!
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Terms of Use: Available in-app
Privacy Policy: Available in-app
Support: support@tasklovers.com
Updated on
Apr 10, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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What’s new

* Unlocked all features for Free use