Smart pipeline management and automation. A CRM built specifically for real estate professionals with AI-powered insights and workflow automation.
Get StartedCustom AI CRM is an intelligent customer relationship management system designed from the ground up for real estate professionals. Unlike generic CRMs that require extensive customization, our platform understands the unique workflows, terminology, and challenges of real estate from day one.
Powered by AI, the system automatically categorizes leads, predicts deal probability, suggests next actions, and automates repetitive tasks. Every interaction is tracked, analyzed, and used to provide actionable insights that help you close more deals faster.
Predictive analytics identify which leads are most likely to convert, helping you prioritize your time and energy on high-value opportunities.
Automate follow-ups, task creation, status updates, and data entry. The CRM handles busywork so you can focus on building relationships.
Full functionality on any device. Update deals, log activities, and access client information from your phone, tablet, or desktop.
Connect with MLS systems, email platforms, calendars, transaction management tools, and marketing automation seamlessly.
Visualize your pipeline, track conversion rates, and measure team performance with customizable dashboards and reports.
Enterprise-grade security with encryption, role-based access controls, and compliance with industry data protection standards.
Leads automatically flow into the CRM from all sources: website, ads, referrals, open houses, and third-party platforms.
AI analyzes lead data, assigns scores, categorizes by type, and routes to the appropriate agent or team member.
Trigger sequences for follow-up emails, SMS, tasks, and reminders based on lead behavior and pipeline stage.
Track progress through each pipeline stage with automated status updates, document management, and collaboration tools.
AI evaluates lead quality based on engagement, demographics, behavior, and historical data to prioritize follow-up.
Drag-and-drop interface shows deals at each stage with customizable pipelines for buyers, sellers, and rentals.
Automatically log calls, emails, texts, meetings, and property showings with timestamps and context.
Create recurring tasks, set reminders, and auto-assign follow-ups based on deal stage or time elapsed.
Send and receive messages directly from the CRM with templates, scheduling, and automated sequences.
Store contracts, disclosures, and client documents with version control and e-signature integration.
Share notes, assign tasks, and communicate with team members within each deal record.
Create unlimited custom fields, tags, and categories to organize contacts and deals your way.
Two-way sync with Google Calendar, Outlook, and Apple Calendar for seamless scheduling.
Generate reports on conversion rates, lead sources, agent performance, and revenue forecasting.
Manage your entire business from one platform. Track leads, automate follow-ups, and never miss an opportunity without hiring an assistant.
Monitor team performance, distribute leads fairly, and ensure consistent follow-up across all agents with centralized oversight.
Provide a unified platform for all agents with brokerage-level reporting, compliance tracking, and standardized workflows.
Increase in Conversions
Saved Per Week
Faster Response Time
Better Lead Retention
Yes. We support bulk imports from CSV files and direct migrations from most major CRMs including Follow Up Boss, LionDesk, KvCORE, and others. Our team will help ensure a smooth data transition.
Our CRM is built with AI at its core, not as an add-on. This means smarter automation, predictive insights, and less manual work. Plus, we offer deep customization without the complexity of enterprise platforms.
We've designed the interface to be intuitive and familiar. Most users are productive within hours, not weeks. We also provide onboarding training, video tutorials, and ongoing support.
Absolutely. Create unlimited custom pipelines with your own stages, automation rules, and workflows. Tailor the system to match your exact business process.
Yes. We integrate with major MLS systems to pull property data, track listings, and sync showing schedules. Contact us to confirm compatibility with your specific MLS.
We use bank-level encryption, regular security audits, and comply with GDPR, CCPA, and other data protection regulations. Your client data is protected with the highest security standards.
Yes. Add unlimited team members with role-based permissions. Control who can view, edit, or delete records, and track individual performance with detailed analytics.
Book a demo or get started today.