Sales
Lead follow-up and qualification
Every new enquiry gets a reply by text or email within minutes, a few qualifying questions, and a booked call if it is a good fit.
Industry
AI follows up every enquiry quickly, keeps your CRM accurate and drafts listings, appraisal letters and tenant replies, so agents spend more of their day with clients.
known issues
Portal enquiries arrive at all hours, and the agent who replies first usually wins the appraisal.
Agents log calls and notes in the CRM late or not at all, so follow-ups slip.
Property managers answer the same tenant questions about repairs, rent and inspections every week.
Listing copy, vendor reports and campaign updates eat into evenings.
start here
The jobs we would usually look at first for real estate, best first.
Sales
Every new enquiry gets a reply by text or email within minutes, a few qualifying questions, and a booked call if it is a good fit.
Customer service
A voice agent picks up calls your team can't, answers common questions, books jobs or appointments and texts urgent details to whoever is on call.
Operations
Tenants report problems by phone, text or chat; each request is triaged for urgency, logged with photos and sent to the right contractor.
Marketing
Agent notes, floor plans and photos become listing copy for each portal, written to your style and checked against what is actually in the property.
Sales
Logs calls, emails and meeting notes to the right CRM record, fills in missing fields and merges duplicates, so the pipeline reflects what really happened.
Marketing
Drafts emails, social posts and blog outlines that follow your brand guide, product facts and past best work, so the team edits instead of starting blank.
Company-wide
AI joins your client and internal calls, writes accurate notes, drafts the follow-up email and files the summary in your CRM or shared drive.
20 more entries
Sales
A plain-English pipeline summary lands every Monday: what moved, what stalled, which deals slipped their close date and where the forecast looks shaky.
Sales
Recorded sales calls are checked against your own playbook, so each rep gets a short note on what went well and the one thing to change next time.
Marketing
Finds the search terms your customers use, drafts new service and location pages, and refreshes old pages that are slipping, all from your own facts.
Marketing
A month of social posts drafted from your news, offers and photos, laid out on a calendar for approval, then scheduled on each platform.
Customer service
Every new ticket is tagged, prioritized and sent to the right person or queue, so urgent issues stop sitting in a shared inbox.
Customer service
Drafts a personal reply to every new Google, Tripadvisor or Trustpilot review, so the owner can check and post them in a few minutes a day.
Customer service
Customers get reminders by text or a short call, can confirm or rebook in the same thread, and missed appointments get a same-day follow-up.
Operations
Technicians speak a quick voice note and take photos; a tidy job report, parts list and invoice draft are ready before they reach the van.
Finance
Every expense claim is checked against your written policy, with receipts read and clear notes on what breaks the rules, before a manager approves it.
Finance
A rolling forecast of the next few months of cash, rebuilt each week from your ledger, bank and pipeline, with a short note on what changed and why.
HR and people
Each new hire gets a first-weeks plan built for their role, with accounts, equipment, intros and training booked across your tools before day one.
HR and people
Managers get a balanced first draft of each review, built from goals, feedback and one-to-one notes, with every point linked to its source.
IT
A purpose-built dashboard that matches every software charge to real logins, flags unused seats and duplicate tools, and lists renewals before they bill.
IT
Checks every email staff report as suspicious, explains the verdict, and pulls matching copies from other inboxes once your IT lead agrees.
Legal and compliance
Pulls renewal dates, notice periods and key duties out of signed contracts and leases, then reminds the owner well before each deadline.
Legal and compliance
Watches the regulators and sources you follow, filters out what does not apply, and sends a short weekly digest linked to the policies affected.
Legal and compliance
A simple form that builds a ready-to-sign NDA from your approved template, fills in the parties from your CRM and sends it out through DocuSign.
Leadership
Every decision and action from your leadership meetings is logged with an owner and a due date, then chased in your task tool until it is done.
Leadership
AI researches a market, competitor set or new location on request and returns a sourced summary, so you can test an idea before spending on it.
Company-wide
Search contracts, manuals, specs and past files by asking a question, and get an answer that quotes the exact page it came from.
integrations
Systems businesses like yours commonly run. Wherever it can, the AI works inside the tools your team already uses. If yours is not listed, ask: most tools with an API can be connected.
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A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.