AI CRM for Real Estate. Every buyer and seller recorded by the AI, not typed.
AI CRM is a CRM for real estate that fills itself: every buyer, seller and renter who calls, chats, writes or fills a form becomes a contact with the whole story on one record. Deals open on the first sales signal, such as a quote or a presentation asked for, and move as the client acts, while your agents keep the decisions.
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7 days free · per company, never per seat · nothing to install
Contacts & Leads
Every buyer, seller and renter who leaves a name with an e-mail or a phone lands here with the channel they came from and their status.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Rename the deal stages to inquiry, showing, offer, under contract, closed.”
Lisa“Before: New, Qualified, Demo, Quoted, Negotiation. After: Inquiry, Showing, Offer, Under contract, Closed. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Real Estate use it
Before calling a seller back, the agent asks for a brief and reads one page: what they asked, what was sent, what to say.
A seller who opened the listing quote and replied this week sorts to the top under READY TO BUY, with the reason under the name.
A relocating family's calls, chats and showing requests sit on one timeline, newest first, so any agent can pick up the thread.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
- Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
- Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
- Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
- Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
- Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI CRM does, for every business ›
Works withAI PhoneAI WebchatAI Web FormsAI DemoAI QuotingAI BookingAI Follow-upAI TicketsAI Returns & WarrantyAI Calls TranscriptsAI Marketing
What it does
What a CRM for real estate does without being asked
Leads from every channel
A sign call, a listing chat, a seller form or a mail: each person with a name and a way to reach them becomes a contact, with the source on the row.
The whole story on one record
Calls, chats, mails, showings, proposals, files and tasks on one timeline, newest first, so the next agent starts where the last one stopped.
Checked before you call
The AI verifies the e-mail without sending, visits any website given and scores the buyer type; an agent can overrule each verdict.
A health score with its reason
Each client carries a score from 0 to 100, and the tooltip says why it moved after the last showing, reply or silence.
Deals that keep themselves
A deal opens when a quote or a presentation is asked for and moves forward as the client acts; a person decides when a deal is lost.
His own hours
The time zone comes from the country, so mails to a buyer moving from abroad wait for daytime on their side, not yours.
Lead management
Lead management and customer relationship management in one real estate CRM
Your lead generation brings the people; the CRM keeps every one of them, from the first contact to the closing, without an agent typing.
New leads with their source
New leads arrive from sign calls, listing chats, seller forms, mail and the front desk, and each row shows its source and its status, from NEW to quote sent, quote opened and purchased.
Every channel, one list
A buyer who clicked through from your social media post, a seller who called the sign and a renter who mailed the office all land in one list, recorded the same way.
Your kinds of client
Buyer, seller, renter, landlord, investor or referral partner: you name the kinds of contact your office needs, and a campaign can go to one kind at a time.
Lead notes the AI reads
A lead note, such as the seller's moving date or a buyer's wish list, tells the AI what to mention in every mail it writes to that client, sent between 7:00 and 19:00 their time.
Email marketing from the same records
AI Marketing reads these records for email marketing: a market update to past sellers or a new-listing note to buyers tagged for one neighborhood, mailed only to contacts whose consent allows it.
Drip campaigns that stop at a reply
AI Follow-up runs the marketing automation: the New lead follow-up mails on day 0, 3, 7, 15 and 30 and on to day 180, each mail written from the client's story, and every funnel stops at the first reply.
A day
A day with the CRM for real estate agents
Before the first coffee
Sort by READY TO BUY: the clients who opened a quote, watched a presentation or replied in the last two weeks come first.
Before the seller call
Read the one-page brief: what the seller asked about pricing and timing, what was sent and the next thing to say.
When a buyer goes quiet
Ask which open deals have been silent for a week and read each client's health and the plan running for them.
When a client says stop
Tell Lisa to pause the marketing to that client; every scheduled step holds, and a mail the agent writes by hand still goes out.
Pipeline
A real estate CRM pipeline for agents and brokers
Deals open when a seller asks for a quote or a presentation and move as the client acts; the broker reads where each one stands.
A board or a list
Deals by stage as a board or a sortable list, filtered by the agent who owns them and saved as a view, so each agent opens their own pipeline and the broker opens the whole office.
Every move written down
Each stage change keeps its date, the move, who made it and the reason, and the AI only ever moves a deal forward, leaving a lost deal to a person.
Won, lost and the reason
Marking a deal lost asks for the reason, and the win/loss report reads the amounts, the lost reasons, the stage where deals stall and the days in each stage.
One price for agents and teams
AI CRM is priced per company, never per seat, so a new agent adds no fee; agents and teams share the same records, and agents and brokers read the same client story.
Compare
Real estate CRM software or a spreadsheet?
| What the office needs | A spreadsheet | A CRM agents fill in | AI CRM |
|---|---|---|---|
| Every new lead recorded | When someone types it | When the agent remembers | Recorded by itself: from calls, chats, mail and forms |
| The story before a call | A notes column | The notes that were typed | A one-page brief: written from every conversation |
| Deals that move | Edited by hand | Dragged by the agent | Moved by the client's actions: and marked lost only by a person |
| A list that stays in the office | Copied anywhere | Exported by anyone with access | Exported by Managers only: and every export logged |
Companies
Relocation firms, builders and investors as companies in the CRM for real estate brokers
Formed from e-mail domains
People writing from the same verified business domain, such as a relocation firm or a builder, become one company record by themselves.
Roles read from questions
Who decides, who checks the details, who pushes for the deal: each person's role is inferred from what they asked and shown beside their health.
One timeline for the account
The people, the deals, the tasks and every conversation with the company sit in one record, with a plan for the account.
The empty chair
When nobody has yet spoken with the person who decides, such as the relocation firm's manager, the company's health line says so, and your team knows whom to reach.
Set-up
Set up the real estate broker CRM in 2 minutes
Nothing to type on day one
Every sign call, chat, form or mail with a name and an e-mail lands in Contacts & Leads from the first day; a CSV waits in Import review.
Your kinds of client
Tell Lisa the kinds you use, such as buyer, seller, renter, investor or referral partner; she shows the change before applying it.
Your stages and fields
Rename the deal stages to follow a home sale and add the fields your agents need, such as a target neighborhood or a move date.
Read the first week
Run the free trial for 7 days on your own office, with no credit card, and read every client it captured and every deal it opened before you decide.
Questions & answers
CRM for real estate questions
What is a CRM for real estate?
It is the record of every buyer, seller and renter your real estate business deals with: who they are, what they asked, which homes and what comes next. AI CRM keeps that record by itself from every call, chat, mail and form, so agents read it instead of typing it.
How does the real estate CRM capture buyers and sellers?
Anyone who gives a name with an e-mail or a phone on any channel becomes a contact by themselves, with the source on the row: a sign call, a listing chat, a web form, a mail. Anonymous chats stay out of the list.
Does AI CRM replace transaction management software?
No. It keeps the client story, the deals, the tasks and every conversation; contracts, disclosures and closing files stay in the system your brokerage uses for transactions. Documents you keep with the client can sit in AI File Cabinet, read and searchable.
Can a CRM for real estate agents brief me before a call?
Yes. Brief me asks Lisa for a one-page call brief from the client's story: who they are, what they asked, what was sent, the open deal and what to say next. It is ready before the real estate agent picks up the phone.
Can I import my sphere of influence?
Yes, as a CSV. Imported contacts wait in Import review until you accept them one by one, and they are never auto-called. Past clients you accept join the same list as every new buyer and seller, so the next market update from AI Marketing can reach them when their consent allows it.
Who can export the client list?
Exports of customer data are for Managers only, and each export is logged with its author. A broker can see who took the list out and when, instead of finding out after an agent has left.
Can the deal stages follow a home sale?
Yes. Keep the stages as shipped or rename them, such as inquiry, showing, offer, under contract and closed, and add fields of your own to contacts, companies and deals: text, number, date or choice, such as a target neighborhood.
Does the real estate broker CRM show a forecast?
Above the board sit the open deals, the pipeline and a weighted forecast: each amount counted by a probability that blends the stage with the contact's health score. Only a person ever marks a deal as lost.
Can the CRM record phone calls with clients?
Yes, with AI Phone added. Every call the AI answers lands on the client's timeline, and with call recording switched on each call keeps its recording and transcript in the call register. Recording is off as shipped.
How do I find the buyers who have gone quiet?
Ask Lisa which open deals have been silent for a week. The list comes back with the health of each contact, the reason it moved and the follow-up plan running for them, so the agent knows whom to call first.
Is AI CRM customer relationship management for agents and brokerages?
Yes. It is customer relationship management that keeps its own records: every buyer, seller and renter who calls, chats, writes or fills a form becomes a contact, the story stays on one record and deals open on the first sales signal. Agents and brokerages read the record instead of typing it, and the free trial runs 7 days on your own clients.
How is it different from real estate CRMs agents fill in by hand?
Most real estate CRMs, and tools like a shared spreadsheet, are only as good as what agents type into them. AI CRM fills itself from the Front Office: calls, chats, mails and forms write the record, deals move as the client acts and follow-up mails are written from the story. Agents decide; the AI does the data entry.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Real Estate ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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