Real Estate · CRM with AI receptionist
The CRM that answers every sign call — and books the showing
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking real estate: the transactions pipeline your team runs and the fields you actually track, configured before you finish signing up.
No credit card. Set up in about a minute.
$450–520k
“The Kowalskis — buyers”
Captured on the call
Timeline: 0–3 mo
Value: Pre-approved
Sample caller — the fields and the stage are the real Real Estate template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Real Estate template — the same definitions your workspace gets at signup, and the same ones the AI receptionist works from on every call. Rename them, add your own, and the AI follows.
Buyer / Seller
asked every call- Buyer
- Seller
- Both
- Renter
- Investor
Property Type
- Single Family
- Condo
- Townhome
- Multi-Family
- Land
- Commercial
Price Range Min
→ a dollar amount
Price Range Max
→ a dollar amount
Preferred Areas
→ in the caller's own words
Timeline
- ASAP
- 1-3 Months
- 3-6 Months
- 6-12 Months
- Just Looking
MLS #
→ in the caller's own words
Property Address
→ in the caller's own words
Commission %
→ a number
Closing Date
→ a date
Your pipeline, pre-built
Transactions move through 6 real stages.
New Lead, Nurturing, Showing, Offer, Under Contract, then Closed — the pipeline a real estate business actually runs, not a generic sales funnel. Drag transactions across stages, and every stage, color, and label is yours to edit.
- New Lead
- Nurturing
- Showing
- Offer
- Under Contract
- Closed
- New Lead
- Nurturing
- Showing
- Offer
- Under Contract
- Closed
The Kowalskis — buyers
$450–520k
1427 Alder Street
R. & T. Iyer
Meadow Ln listing
G. Fontaine
Real template data — these stages and fields exist the moment you pick Real Estate.
Everything included, from day one
The whole front office, tuned for real estate.
Omnichannel AI Receptionist
Asks buyer or seller, price range, preferred areas, and timeline — then gets the showing on your calendar.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Just-listed and just-sold postcards to the neighborhood; anniversary mailers on every closing.
Social & Lead Capture
Facebook Lead Ads land straight in the pipeline; post to four networks and run website chat from one screen.
Retention & Reviews
Service plans create the next job on schedule; Google review replies arrive drafted for your approval.
Intelligence & Trust
Ask your numbers a plain question. Underneath: encryption, two-factor auth, and pricing you can read on one page.
Straight answers
Questions real estate owners ask.
- Can it price a home over the phone?
- No — pricing a home is your expertise. The AI captures buyer/seller, price range, preferred areas, and timeline, and books the showing or listing appointment so you walk in prepared.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Real Estate template tracks — buyer / seller, property type, price range min — and creates the transaction in your New Lead stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Real Estate at signup provisions the 6-stage pipeline — New Lead → Nurturing → Showing → Offer → Under Contract → Closed — plus 14 trade-specific fields. Every stage, field, and label is editable once you're in.
- Which channels does the AI receptionist cover?
- Phone, WhatsApp, website chat, Facebook Messenger, and Instagram — one AI, one inbox. It can lead the conversation in Spanish and speak in your own cloned voice.
- How do I try it?
- Start a 14-day free trial — every feature, no credit card. Setup takes about a minute, because the Real Estate template does it for you.
Your next transaction could book itself.
Pick Real Estate at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.