Empowering Realtors, Insurance Agents, and Mortgage Brokers with Intelligent Automation

Take your business to the next level with our all-in-one platform that combines AI-driven automation and a powerful CRM solution.

Specifically designed for Realtors, Insurance Agents, and Mortgage Brokers, our platform provides the tools you need to streamline your operations and grow your client base.

Tailored CRM: Get access to a CRM that’s designed to meet the unique needs of your industry. Automate follow-ups, manage leads, and close deals faster with features that are intuitive and easy to use.

Custom Landing Pages: Create high-converting landing pages that capture leads and turn them into clients. With our drag-and-drop tools, you can design professional pages in minutes. no coding required.

AI-Powered Automation: Automate client outreach, send personalized messages, and generate high-quality listing descriptions and market updates without lifting a finger.

All-in-One Solution: Forget juggling multiple tools. Get a full suite of features that integrate seamlessly, from managing contacts and automating workflows to building and hosting landing pages all within a unified platform.

With our platform, you'll have everything you need to grow your business, automate key processes, and enhance client relationships.

Unlock the power of innovation.

Embrace cutting-edge technologies to drive growth, enhance customer experience, and stay ahead of the competition.

  • Stay ahead of the competition

Automate key business processes with AI-powered tools that streamline workflows, enhance customer interactions, and boost efficiency.

With a tailored CRM, high-converting landing pages, and smart follow-up and smart lead classification, you’ll be able to engage clients more effectively, prioritize high-value leads, and close deals faster.

Adapt to market dynamics, stay competitive, and deliver personalized service at scale ensuring you lead the way in your industry.

  • Enhance customer experience

Leverage cutting-edge technology to deliver exceptional customer experiences, increasing satisfaction, loyalty, and retention.

With AI-driven automation and a powerful CRM, our platform helps you respond to customer needs faster, offer personalized communication, and provide timely follow-ups.

Smart classification ensures you focus on the most promising leads, while smart follow-up keeps clients engaged with automated yet personalized messages. Stay ahead in delivering seamless, responsive service that builds long-term loyalty and strengthens client relationships.

Targeted Leads and Amplify Your Sales Success!

Generate high-quality leads effortlessly and boost your sales pipeline with our powerful lead generation solution.

  • Advanced Targeting

Reach your ideal audience by leveraging advanced targeting capabilities, allowing you to focus your efforts on the most relevant prospects.

Our platform goes beyond basic lead generation by using AI-powered lead classification to prioritize high-potential prospects. With smart automation, our system analyzes lead data to classify and categorize leads based on urgency, interest, and other key factors.

This ensures you focus your efforts on the right clients, at the right time.

  • Conversion Optimization

Optimize your lead generation process with conversion-focused strategies and tools.

Take your lead nurturing to the next level by combining automated follow-ups and personalized messaging. After identifying high-potential leads, our system ensures timely, relevant communication that engages prospects and guides them through the sales funnel. By automating repetitive tasks and delivering personalized experiences, you’ll convert leads faster, improve your efficiency, and see higher conversion rates.

  • Seamless Integration

Seamlessly integrate our lead generation solution with your existing systems and workflows for a smooth and efficient lead management experience.

Our platform provides a fully integrated CRM and email marketing solution, designed to work together to streamline your lead management. From automated follow-ups and personalized messaging to centralized lead tracking, our all-in-one system ensures that every part of your workflow is covered. No need for third-party tools. Our platform combines CRM management, email marketing, landing page creation and lead nurturing in one unified solution, providing a seamless, efficient experience that drives better results and saves you time.

Streamline Marketing with Powerful Automation

Automate repetitive marketing tasks, nurture leads, and drive customer engagement with our robust marketing automation solution.

  • Time-Saving Efficiency

Automate repetitive marketing tasks, freeing up valuable time to focus on strategic initiatives and creativity.

With AI-powered workflows and automated lead classification, our platform handles time-consuming tasks such as follow-ups, appointment reminders, and message personalization.

This allows you to streamline your daily marketing operations and spend more time on high-impact activities like strategy and customer relationships.

  • Personalized Customer Journeys

Create targeted, personalized customer journeys based on user behavior, driving higher engagement and conversions.

Our system uses smart segmentation and behavioral triggers to deliver the right message at the right time.

Whether it’s automatically sending product recommendations, personalized offers, or follow-up messages, you can craft a seamless experience that nurtures leads and turns them into loyal customers automatically.

Flexible Pricing Options to Suit Your Needs

Tailored Pricing for Your Business Needs

Starter

Get started with our affordable Starter plan, perfect for early professionals.

$49

/MONTHLY

  • All The Tools To Capture More Leads

  • Nurture & Close Leads Into Customers

  • Full Online Booking, Pipelines, Social Calendar, Landing Page Builder, And More!

  • Up to 50 GPT messages/month

  • Automated follow-ups and smart classification

Pro Plan

Get started with our Pro plan, perfect for experienced professionals.

$99

/MONTHLY

  • Everything In Starter

  • Up to 500 GPT messages/month

Frequently Asked Questions

How does the AI-powered lead classification work, and how does it benefit my business?

Our AI automatically classifies leads based on key factors such as urgency and buyer intent.

For example, leads can be marked as "hot" if they show high intent, or "warm", "cold" if they require more nurturing. This helps you prioritize your efforts and focus on the highest-potential prospects, saving you time and increasing conversion rates.

What exactly does the “Automated Follow-Up” feature do, and how does it save time?

Our platform automatically generates follow-up messages for your leads, saving you time on manual outreach. Whether it’s a simple thank-you note or a personalized follow-up email, the AI drafts the message based on the lead’s data. You can review and send the message directly, ensuring timely and relevant communication without the manual effort.

These messages are drafted by AI and await approval before being sent to the lead. This ensures you maintain control while saving time on creating content.

How does the GPT message limit work, and will I ever run out of usage?

The Starter Plan includes 50 GPT messages per month, which means you can generate up to 50 follow-up messages, listing descriptions, or market updates per month. When you reach the limit, you won’t be able to generate more until the next billing cycle.

The Pro Plan offers 500 GPT messages per month, giving you more flexibility. You’ll always be notified if you're nearing your limit, so you’re in control of usage.

Can I customize the tone and style of the AI-generated messages?

Yes! The system supports customizable tone and style, which is set for each client in the backend.

For example, you can adjust the tone to be friendly, formal, or casual depending on the lead's profile. However, the tone and style are predefined for each client profile, and agents don’t select them directly in the UI.

We are working on implementing custom tones per message and it should be available in our next update. Otherwise if you want to change the tone, please let us know.

If you would like to change your tone to one of the following, please let us know.

Tone Options:
Friendly

Formal

Casual

Professional

Empathetic

Excited

Conversational

Urgent

Optimistic

Concise

How does the system integrate with my current CRM, or do I need to switch to a new one?

In order to fully leverage the features of our platform, you will need to switch to our CRM.

While we don't have direct integrations with third-party CRMs (like Salesforce or HubSpot), our system is designed to provide a seamless experience with AI-powered lead management, automated follow-ups, and message generation.

Switching to our CRM will allow you to take full advantage of these tools, which are specifically tailored for Realtors, Mortgage Brokers, and Insurance Agents.

We understand that transitioning CRMs can seem daunting, but we offer an easy migration process. We can help you import your contacts via a CSV file, ensuring that all your lead data is transferred smoothly into our system.

If you have an excel sheet or if your other CRM allows for exporting customers, our team should be able to assist you with every step of the process to make this as easy as possible.

How easy is it to get started with the platform?

Getting started is quick and easy! Once you sign up, you’ll have access to a fully integrated CRM, lead generation tools, and AI-driven automation.

Our support team is available to assist you, ensuring a smooth transition.

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204-801-5821