Our Real Estate workflow is built for on-field agents to capture leads fast, log context, and run follow-ups without admin overhead. You can use it from WhatsApp, SMS/Text, or our iOS and Android apps.
Just share/forward the conversation (or paste the details) from WhatsApp or SMS/Text, or capture it directly in our Android/iOS app. We extract the contact + context (budget, timeline, location preferences, etc.) and create a structured lead profile with notes.
Yes. Snap a photo of a business card or hand written notes / log book and we extract the info, create the contact, and save the meeting notes so you remember the full context later.
Yes. We keep your Google Contacts updated so your phone book stays clean and searchable, including enriched notes (where you met them, what they want, and next steps). We are also compatible with many CRM systems out there.
Yes. Tell us "remind me Friday" or "follow up in 3 days" and we track it as a lead task, so follow-ups happen on time even when you are stacked with viewings.
Traditional CRMs are powerful but often slow to keep updated on the go as they require manual data entry. Our Real Estate Mode is intentionally voice-native and mobile-first (WhatsApp, SMS/Text, iOS/Android), so you can capture and action leads immediately, then sync to your existing system.
Yes. If you already run your pipeline in a Google Spreadsheet or an existing CRM, we can fit into that workflow. Real Estate Mode is designed to complement what you already use, not force a rip-and-replace.
Yes. We can draft (you approve) follow-ups for WhatsApp/SMS-style messaging and email, including viewing confirmations, recap messages, and "next steps" nudges based on the lead's requirements and your last interaction.
Yes. Give us a time and who it’s with and we can create calendar events with the right details (location, property context, agenda, what to bring), reducing back-and-forth and missed details.
Yes, teams typically deploy it per-agent so everyone captures leads consistently. If you want a more structured team rollout (shared pipelines, shared reporting, standardized follow-up playbooks), we can support that setup.
Yes. We treat client data seriously and keep it under your control. We are Google CASA certified and SOC2 is in progress. Real Estate Mode is built to minimize copying information across tools by syncing to systems you already use (like Google Contacts/Calendar).