A shared relationship workspace
Keep contacts, opportunities, custom fields, notes and tasks together with an owner and a next step.
AI for real estate
Bring listing inquiries, buyer context and next steps together. Design a text-agent pilot around your team’s playbook, from the first question to a showing and beyond.
For US real estate teams managing buyers, sellers and longer-term relationships.
Text-agent and integration pilots with tailored scope and pricing.
Context → next stepLooking to move in 90 days. Interested in three bedrooms and a Saturday showing. The agent is confirming availability.
Hi Jordan, thanks for asking about the Oak Street home. Would you like me to check Saturday showing availability with the listing agent?
Your morning, in context
Every conversation adds context. Your pilot connects summaries, drafts and tasks to your team’s process, keeping follow-up visible.
How the pieces connect
Map authorized lead delivery from listing websites, IDX inquiries, open-house forms or campaigns with a source and owner.
The text-agent pilot asks about timing and property needs. Email drafts reference the inquiry; longer-term leads receive an agreed follow-up path.
Confirm availability, record the appointment and assign follow-up. Your team verifies milestones such as offer, under contract and closed.
Keep contacts, opportunities, custom fields, notes and tasks together with an owner and a next step.
Scope incoming inquiry handling using authorized listing facts, defined questions and agent handoffs.
Turn conversation context into a brief, suggested email and next task with agreed review points.
A next step for connected real estate conversations and follow-up.
Evaluate authorized lead-delivery methods, data permissions and listing access with your provider.
Connect email and scheduling, then scope nurture, showing confirmation and task triggers in the pilot.
Map submitted inquiries with campaign context and contact preferences through an agreed connection.
Goals, channels, data and the way your team works.
Agent actions, integrations, owners and review criteria.
A tailored pilot with agreed deliverables and next steps.
Contact Sales
We map needs, systems, integrations and success criteria to prepare a tailored pilot and proposal.
We review sources, listing access, stages and ownership, then agree on a text-agent workflow, validation and quote.
We evaluate delivery methods authorized by your provider and map source, property and contact context into the agreed workflow.
Your playbook defines the timeline and next step. Longer-term buyers follow an agreed cadence, while an active showing request creates a concrete action for the team.
Daily / AI for real estate
Book a demo to explore your needs, map the process and scope the next step.
Book a real estate demo