New inquiriesListing leads, website forms
AI & AUTOMATION FOR REAL ESTATE AGENTS
Close more deals.
With less
busywork.
Respond to leads faster, keep your CRM current, and move deals forward. Clever automates the admin so you can focus on clients.
From first inquiry to closing.
Built around the way you work.
Client detailsBuying needs, selling plans
CRM recordsContacts, stages, next steps
Showing notesFeedback, follow-up tasks
Your pipeline
keeps moving.
Leads routed. Follow-ups queued.
CRM updated. Next steps assigned.
Less admin between conversations.
Respond faster
Get new inquiries to
the right agent.
Stay on top of leads
Keep follow-ups moving
as your pipeline grows.
Cut the admin
Spend less time updating
your CRM by hand.
See the next step
Keep deal stages and
handoffs clear.
WHAT WE AUTOMATE
Less friction. More follow-through.
From a new listing inquiry to a closing deadline, keep the details moving without managing every step by hand.
Lead capture & routing
Bring inquiries from your connected lead sources into your CRM, capture the key details, and assign the right agent to follow up.
Follow-up & nurture
Set up timely follow-up tasks and nurture sequences based on each lead’s stage, timeline, and communication preferences.
CRM updates & cleanup
Log activity, update contact details, flag duplicate records, and keep deal stages current across the tools you use.
Appointments & showings
Connect booking requests, calendars, and reminders. Capture showing feedback and create the next follow-up task.
Transaction handoffs
Create checklists, request missing documents, track key dates, and pass the right details to your transaction coordinator.
Pipeline visibility
See which leads need attention, where deals are slowing down, and what comes next with clear, up-to-date pipeline reports.
HOW IT WORKS
Keep the systems you know.
Lose the repetitive steps.
We map how leads and deals move through your business, then connect your CRM, inbox, calendar, and other tools to automate the steps that slow you down.
You set the rules for follow-ups, assignments, and handoffs. Routine admin runs automatically, and anything that needs your judgment comes back to you with the context to act.
Tell us what slows you downSTART WITH ONE WORKFLOW
Where does your
pipeline slow down?
Show us how you manage leads and deals. We’ll help you find the first workflow worth automating.
Let’s talk pipeline →