Product Update: AI CRM

2 min read

What’s New

Our AI CRM is a relationship-first CRM built for how agents actually work. It syncs your contacts from email, phone, and social automatically, enriches records with behavioral and life-event data, and tells you exactly who to reach out to each day — and what to say. 

Setting up your CRM has never been easier. There are no manual or complex requirements. Select your email or LinkedIn, and watch your database get organized and working for you within minutes.

Why It Matters

Every agent has a story about a past client who bought or sold with someone else. The deal was there. The relationship was there. What was missing was a system that flagged the moment. The AI CRM watches for the signals that matter — website visits, property changes, job moves, renewed conversations — and surfaces them before the opportunity passes. It turns the contacts you already have into the pipeline you've been missing.

How To Use It

Connect your email or LinkedIn with one tap and your contacts appear. From there, suggestions give you a focused daily action plan: who to call, what changed, and why it matters. When the AI CRM drafts a message, it sounds like you wrote it — because it's trained on your voice and history. You review, edit if you want, and send. Nothing goes out without your approval.