Real Estate CRM with Assistant

Close more.
Work less.

The first CRM designed exclusively for realtors. Prospect analysis with the Assistant, automated WhatsApp, smart calendar and commission calculator — all in one panel.

6 modules
3x

more closings per month

78%

less time on admin

< 30s

initial response to lead

100%

follow-ups never missed

6 integrated modules

Everything a serious
realtor needs

Each module was designed solving a real realtor problem. Together they form the most complete system on the market.

01

Prospect Analysis

Automated Intelligent Assistant

Paste your notebook notes and the Assistant extracts the full profile: budget, area, urgency, motivations, risks. Get a 0–100% close-probability score and a personalized call script.

Included in all plans

Analysis — Lead #47

María González · North Area

87
% close
UrgencyHigh · moving in 45 days
Budget$2.8M confirmed
MotivationDivorce · needs to close fast

Script — Next call

María, I have 2 properties that match exactly what you're looking for. Can we meet Thursday before 6?

02

Automated WhatsApp

Automated Intelligent Assistant

The lead arrives from your website → the system contacts them within seconds over WhatsApp, pre-qualifies them with the Assistant and creates the profile in the CRM before you pick up the phone.

Included in all plans

Automated WhatsApp · Live

Hi, I'm looking for a condo in Polanco, max $3M
Hi! I'm Carlos Reyes Realtor's assistant. To help you better — when do you need to move?
In 2 months, hopefully sooner
Perfect. Carlos will call you today before 3pm 🏡 I've registered your profile.

Lead created in CRM automatically

03

Calendar & Follow-ups

Never lose a prospect

Monthly appointment calendar, alerts 30 minutes ahead with a client summary, automatic follow-up rules. If you don't contact a lead in 5 days, the system alerts you.

Included in all plans

Calendar · Today

3 appointments
09:00

Roberto Sánchez

Initial call

11:30

María González

Show Lomas property

Today
15:00

Jorge Méndez

Contract signing

Automatic reminder 30 min ahead

04

Commission Calculator

Your money, clear

Enter the sale price, your percentage and the broker split. See in real time your gross commission, the broker's cut and your final net. Linked to every active deal.

Included in all plans

Commission Calculator

Sale price$4,500,000
Agent commission3%
Broker split30%
Gross commission$135,000
Broker cut— $40,500
Your net$94,500
05

Properties & Matching

Connect sellers with buyers

Register properties for sale and buyer leads. The system matches them automatically by area, price and type. History of which properties were shown to each client.

Included in all plans

Automatic Match

Property for sale

Polanco · 3 bed · $2.9M

2 compatible buyers

María González

Budget $3M · Polanco

95%

Luis Torres

Budget $3.2M · North Area

82%
06

Document Management

Everything in one place

Document checklist by deal stage (pre-qual, offer, closing). Direct upload to the CRM. A 'Send to Broker' button that emails all attached docs in one click.

Included in all plans

Documents · Deal #12

3/5
Bank pre-approval
Government ID
Proof of income
Letter of intent
Purchase agreement
Kanban Pipeline

Your prospects,
always under control

New
12

prospects

Hot
5

prospects

Warm
8

prospects

Cold
3

prospects

Close score on every lead
Full history
Secure data
Closing metrics
Included in all paid plans

Your pipeline,
intelligent.

The CRM activates with your account. No setup, no learning curve. On day one you can already analyze prospects with the Assistant.