All in one. Saving you time.
Your clients, email, tasks and marketing in one place. Let your AI assistant handle the busywork, so you have more time for the people who matter.
Demo lead board
Today
- Priya RamanCall firstScore 92
- Daniel OkaforCall firstScore 66
- Mei ChenCall firstScore 58
- Owen TremblayCall firstScore 41
Demo data. Names and scores are fictional.
Everything you use.In one place.
CRM, email, your website, marketing and social all share one contact list. Nothing gets typed twice.
Priya Raman sends one inquiry. Watch her move through every tool. Nothing gets typed twice.
Leads walk in the door.
Leads from realtor.ca, other portals and your website forms land in one shared inbox.
- Each lead becomes a contact on its own.
- Share leads round-robin, or first to claim.
- A hot-lead score shows who to call first.
Use your own AI.
Connect ChatGPT or Claude. It works today. Then talk or type.
- ChatGPT and Claude work today. Gemini is coming soon.
- Your AI works with the same contacts you do.
- AI can draft a post. A person approves it before it goes out.
A simple CRM.
Every contact has one file with everything that happened.
- See your pipeline on one board.
- Tasks and reminders keep you on track.
- Bring your contacts in from a spreadsheet.
Email that follows the rules.
Consent is checked when an email goes out.
- One-click unsubscribe works right away.
- Newsletters and follow-ups share one do-not-email list.
- AI drafts it. A person approves before it sends.
A website with MLS integration.
Your CREA DDF® listings show on your own website.
- Listings refresh daily, with the notices CREA requires.
- Search, map and property pages on your own site.
- Listing access needs your board's sign-off. We help.
Brochures and graphics.
Design once. Every listing fills itself in.
- Brochures as PDF, social graphics and property websites.
- Price, address and agent details fill in on their own.
- A brand kit keeps your colours, fonts and logos.
Simple reports.
Answer the Monday questions in one place.
- Where your leads came from.
- Who followed up, and how fast.
- Pipeline and campaign results from the same contacts.
Shared inbox 4 leads
Hi, I would like to see 48 Strathearn Road this weekend. Is it still available?
Marcus D. claimed it in 41 seconds. Priya now has a reply on the way.
ClaimedLive. If nobody claims in 60 seconds, the next teammate up is Sofia R.
Demo dataJust listed: 48 Strathearn Road. Sunny rooms, a quiet street, and open this weekend.
A person approves every post. The AI cannot publish.
Deals
8 deals, $8.2M in play
Hi Priya,
Thanks for asking about 48 Strathearn Road. It is still available, and I have two times open this weekend: Saturday at 11:00 AM or Sunday at 2:00 PM.
Reply with the one that suits you and I will book it.
Marcus
CASL consent on file
- Consent
- Express
- Recorded
- Tue 4:09 PM
- Source
- realtor.ca inquiry
Unsubscribe link added
$1,149,000
48 Strathearn Road
Ottawa, ON
4bd3ba2,180sq ft
Listing data from CREA DDF®
Made from
48 Strathearn RoadListing, updated today
Brand kit
Your Team Realty
Reports
Last 30 daysLead sources
100 leadsSpeed to lead
Goal: under 10 min6 minmedian first reply
Campaign results
3 campaignsOpen house follow-upAutomation, 86 delivered
Opened64%
Clicked21%
New listing alertNewsletter, 412 delivered
Opened58%
Clicked17%
Monthly market letterNewsletter, 1,046 delivered
Opened49%
Clicked11%
Open one contact. Everything that happened is already there.
A buyer saves a listing, opens an email, replies to an agent and clicks a post. In five tools that is five partial stories. Here it is one timeline, and the hot-lead score shows why it is hot.
Demo data. Names, addresses and times are fictional.
Priya Raman
Timeline9 things happened
LeadsTue 4:02 PM
A realtor.ca inquiry about 48 Strathearn Road lands in the shared inbox and becomes a contact on its own.
RoutingTue 4:02 PM
The lead is offered to the whole team, first to claim it gets it. Marcus claims it in 41 seconds.
EmailTue 4:09 PM
Marcus replies from the inbox. Her consent is on record, along with where it came from.
SiteWed 8:15 AM
She searches homes on the brokerage's own IDX pages and saves three.
SiteWed 8:31 AM
She opens 48 Strathearn again. Third visit this week.
ScoreWed 8:31 AM
Score 92, and it says why: three views of one listing, two email opens, one reply.
AutomationWed 8:33 AM
A follow-up is drafted. It waits for Marcus to read and approve it.
StudioWed 9:05 AM
He sends the listing brochure, built from the same listing details.
SocialSat 7:00 AM
The open house post goes out. She arrives on the property page from its link.
Your business. Your control.
Practical safeguards for your client information and your AI assistant.
Separate workspaces
Client records are isolated by workspace, with role-based access for your team.
You choose the access
Connected AI tools use permissions you approve. Review and revoke their access from your workspace.
Review before action
The built-in assistant asks for confirmation before making changes. Email and social publishing follow your approval and consent settings.
Straight answers
The questions a broker asks before the first call.
- Who is using it?
- We are onboarding our first teams now, and we are not showing logos we do not have. We can load a sample brokerage so you can try it on a typical week.
- Where does our data live?
- On a private, secure server. Your team's contacts and listings are kept completely separate from every other team's, and nobody outside your team can see them.
- Is CASL handled or just mentioned?
- Handled where it matters: consent is checked at the moment an email is sent, unsubscribes apply instantly, and the consent record is kept. It is still your obligation, so we show you exactly what is recorded.
- Does AI send our email?
- No. AI writes drafts for emails and captions. A person approves each one.
- What does it cost?
- Pricing depends on your team size and which listing feeds you need. There is no public sign-up while we onboard our first teams.
- What do we need to bring?
- Your contact list, your brand assets, and your DDF® credentials if you have them. We start you on a sample brokerage so you can try it first.
Bring your messiest week.
Picture a lead coming in on Tuesday and a brochure going out on Wednesday, with nothing retyped in between. That is the whole idea.
Log in
A social manager.
New, open house and sold posts draft themselves.