A CRM that fills itself in
Every CRM problem in real estate is the same problem: the data is only as good as what somebody typed after the fact. Here the AI is the one having the conversation, so the record is a by-product of the work rather than extra work.
One inbox, three channels
Two-way SMS, two-way email, and call history on a single timeline per contact. No switching apps to reconstruct what was said.
Contacts that stay clean
Source attribution, tags, stage, and owner on every record, with duplicate detection on import and on each new inbound lead.
Deals and pipeline
Deals with stages, values, and the activity that actually moved them — so pipeline review is reading the record, not interviewing the team.
An assistant that knows your data
Ask in plain language: who went quiet this week, which leads never got a callback, what happened on that call. It answers from your account only.
Summaries and next steps
Each conversation gets an AI summary and a suggested next action, so picking up someone else's lead takes seconds.
Wired to the rest
The same records drive routing, sequences, reactivation scoring, and transaction checklists — one source of truth, not four exports.
How it runs day to day
- 1
A lead arrives from anywhere
Inbound call, web form, portal lead, or CSV import. It is deduplicated against your database and attributed to its source automatically.
- 2
It routes to an owner
Your lead-flow rules decide who owns it — round-robin, by source, or named — and the timer on the first touch starts.
- 3
Every touch lands on the timeline
Calls with recordings and transcripts, texts, emails, notes, and tasks — including the ones the AI handled while nobody was watching.
- 4
The record answers questions
Your agent opens the contact and sees budget, timeline, intent, what was promised, and what is scheduled next — without listening to a recording.
- 5
It becomes a deal
When it converts, the contact carries its whole history into the deal, and the transaction checklists take over.
Included with the module
Multi-tenant by design: your data is scoped to your brokerage on every query, and the assistant can only read what your account contains.
- Unified timeline: calls, SMS, email, notes, tasks
- Two-way SMS and two-way email from your own addresses
- Contact and lead records with source attribution
- Deals with stages, values, and activity history
- AI conversation summaries and suggested next steps
- A built-in AI assistant scoped to your account
- Duplicate detection on import and on inbound leads
- CSV import plus connections to external lead sources
- Role-based access for owners, admins, and agents
- Reporting on sources, response times, and pipeline
How the compliance gate applies here
The CRM itself sends nothing. The moment a record is used to reach someone — a text from the inbox, a call from a contact card, a sequence enrolment — that action goes through the same server-side gate as everything else.
Read the compliance detailIt only works because the other parts exist
Invite-only early access — request an invite
We are onboarding brokerages one at a time so each configuration gets built properly. Tell us about your team and we will get back to you.