How is this different from the CRM I already use?

Most CRMs are built to store contacts and wait for you to act. We watch your relationships for buying and selling signals and tell you who to reach out to, when, and what to say. It works for you, instead of the other way around.

What are Smart Tasks?

Smart Tasks are timely recommendations based on real activity in your network. When someone revisits your website, starts browsing listings, or shows signs of a life change, the CRM surfaces that contact and suggests what to do next.

Will the draft messages sound like me?

Yes. From day one, we build your brand voice using your listings, website content, and online profiles. Every edit you make to a draft teaches us to match your style more closely. You review everything before it sends, and nothing goes out without your approval.

What if my contact database is a mess?

That's what this was built for. We enrich contacts automatically, score them based on real engagement, and pull the most important ones to the surface. You don't need to clean your database first.

How long does setup take?

Minutes. Connect your email, LinkedIn, and phone and your contacts start flowing in. The CRM handles de-duplication, classification, and enrichment in the background. There's no configuration period.

Does the CRM contact my clients without my permission?

No. We may draft suggested outreach, but you choose when and whether to send anything. You stay in full control.

Yes. Sensitive data is anonymized, raw message content is not stored, and communication data stays inside a protected environment built specifically for the CRM. We don't train AI with your communications data.

Which plans include the CRM?

The CRM is included across all plans: Launch, Brand, Scale, and All In. Features and contact limits depend on your plan tier. AI lead nurturing via SMS is available on Scale and All In plans.

Agents can start individually. Team-level visibility and collaboration features will expand after launch.

AI CRM - Luxury Presence

AI CRM

Your next deal is already in your contacts

We uncover hidden buying and selling signals in your network and show you exactly who to reach out to, when, and what to say.

See how it works

A CRM that surfaces your next deal months in advance

Get a daily action plan with timely recommendations and context you didn’t have before

Surface hidden opportunities

We surface the contacts most likely to transact right now, based on behavior, life events, and market signals.

Automatically organize & update contacts

Smart lists populate themselves, reducing manual CRM work.

Know exactly what to send

Drafted follow-ups in your voice give agents context and clear next actions.

Smart Lists & AUTO-ORGANIZATION

Your database organizes itself

We sync your contacts from your email, third-party CRMs, and lead sources, then sort them into smart lists for leads, clients, vendors, and agents. Never organize your contacts again.

Lead Scoring & Signal Detection

Your CRM reads the signals your competitors miss

We monitor website visits, saved listings, ad engagement, email opens, and public life events across your entire network. When those signals point toward a potential transaction, we tell you. You see what changed and why it matters.

Smart Actions

The follow-up you’ve been meaning to send is already written

Every morning, Smart Tasks surface your highest-priority contacts with context on what changed and a recommended next step. When a message is the right move, we draft it in your brand voice.

Most CRMs expect agents to feed them. We feed you.

“I’d use Smart Actions every day. I’ve been doing this a long time, and anything that can pop up and say ‘don’t forget to do this’ is fabulous. This is how AI should be used.”

Debbie Nelson

Our intelligence is powered by millions of real relationship signals

3.5M+

contacts managed across the platform

5.3M+

lead activities tracked within the CRM

920K+

contacts scored to surface warm leads

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