AI CRM, built bespoke for real estate teams
Everyone has a CRM. Nobody uses theirs.
We built ours as the AI’s tool layer. The AI uses it for you — from your phone, between showings, in plain English.
DND check passed · SMS allowed
“Hi Sarah, just thinking about the Granite Bay tour we talked about. I have two private times open Thursday after 5 — want me to grab one for you?”
One tap. The text goes out attributed to Carson, logged in the audit trail, and the sequence pauses on her reply.
The architectural difference
Other CRMs bolted AI on as a chat widget.
We built the CRM as the AI’s tool layer.
Same words on the surface. Different machine underneath. This is why your team will actually use it.
AI as a feature, pasted on the side
- Suggests a reply.
- Lives inside one screen.
- You still do the typing.
Follow Up Boss, kvCORE, Lofty, Sierra, Chime — the pattern is the same. A reply suggester next to a CRM. The agent still types.
The CRM is the AI’s tool layer
- Drafts the message, checks Do Not Disturb, waits for your one-tap approval, then sends.
- Operates the whole CRM — pipelines, sequences, tasks, calls, audit log.
- You type "follow up Sarah, text only — she's at work." It does the rest.
44 tools wired into the pipeline, sequences, tasks, calls, and audit log. The AI is the operator; your agent gives intent in English.
We’re not the only AI CRM in real estate. We’re the one where the AI is the operator, not a feature.
Type a command. Watch the AI run the CRM.
See it operate against a sandbox contact.
Same agent stack BBRG uses. Same tool layer. Same approval flow. Try the “Add a contact” scenario — the AI will actually create a record and send a real email.
Loading CRM demo...
All other data is fictional. The “Add a contact” feature in Chat creates a real record and sends a real email.
What the operator does
It runs the CRM. From your phone. While you’re between showings.
Reads the whole record before drafting
Calls, transcripts, emails, texts, notes, deal stage, audit log. Every draft starts from the actual relationship — not a template and a prompt.
Drafts and sends
Email, SMS, scheduled email. Always asks before sending. Honors master DND, channel-specific DND, and quiet hours on every send.
Operates the pipeline
"Move Sarah to inspection scheduled." It moves her, fires the stage actions, logs the activity, notifies the team — and tells you exactly which automations will fire before pulling the trigger.
Manages sequences
Enrolls. Un-enrolls. Validates the sequence is active first. No "I sent a draft template by accident." No "wait, was she already in this one?"
Tasks, tags, DND, audit lookups
"Who set Cindy to DND last Tuesday? Why did this lead end up in Carson's pipeline?" The audit log is right there — the AI just reads it for you.
Bulk call follow-up
Distinguishes voicemails from real conversations. Channel-aware ("text-only," "email only"). Drafts personalized follow-ups for every call you made today, in one back-and-forth.
Open-house QR sign-in
Print a QR. Visitors scan. Your CRM fills itself.
Every listing you take on becomes an open house. Every open house gets a per-agent QR code. Visitors scan at the door, sign in once on their phone, and they’re a tagged contact in your pipeline before they leave the driveway.
This weekend · 5 open houses
Saturday Apr 27
Sunday Apr 28
123 Elm Street
Granite Bay, CA
Visitors scan at the door
Auto-generated when Carson created the listing. Different QR per agent so attribution is automatic.
What happens in 30 seconds
30 seconds. No paper sign-in sheets. No re-typing. Per-agent attribution every time.
30 sec
Scan to CRM record. The visitor signs in once on their phone; the rest is automatic.
Per-agent
Every QR is unique. Every lead is attributed to the host agent and the property. No mystery leads.
0 paper
No paper sign-in sheets. No re-typing into the CRM Monday morning. No leads lost between Saturday and a follow-up call.
You don’t adapt to it
It’s a CRM we build around your team.
Most CRMs hand you a blank operating system and expect your team to configure their way to productivity. We do that work before you log in.
Custom pipelines, sequences, tags, lead-routing
Built around how YOUR team works. Buyer pipeline, seller pipeline, expired-listing pipeline, agent-by-agent split — whatever the operation actually looks like. Not a generic template you bolt your process onto.
Styling, layout, terminology — done for you
No setup wizard. No "what's a kanban view." Your team logs in to a CRM that already speaks their language, with their stages, their tags, their phone numbers wired up. Everything they could dream of, nothing they have to configure.
Anything you ask the AI to do, we make sure it can
The AI's tools are not a fixed feature set. New workflow you need? It joins the operator's toolkit. The CRM keeps growing toward your team — not the other way around.
Production data · BBRG, last 30 days
1,674 messages. $0 to your team.
If a listing campaign drops 100 leads in your lap, the question is whether the CRM can absorb it. These are the numbers from BBRG’s six-agent team while running the listing engine in parallel.
1,674
messages last 30 days
49 sessions, 6 BBRG agents.
$0
what your team pays for AI
Anthropic charged us $1.33 across 1,674 messages last month. We absorb it. Your team never pays per use.
20%
two-way SMS reply
59 inbound on 290 outbound, since launch. Industry norm: 5–10%.
858
messages, top user
Carson Harthun, March 31 → April 18. Drafted from his phone.
“858 messages in 18 days. 12 sessions. Drafted from his phone. Cost to BBRG: $0. (Our Anthropic bill: 32 cents.)”
Carson joined BBRG on March 18, 2026. By April 18, he had sent more AI-drafted follow-ups than most agents send manually in a year. The most-used workflow: bulk call follow-up — he names a contact, the AI reads the call transcript, drafts the SMS or email, and waits for approval. He moves through 40 calls in a single back-and-forth.
Sessions and message counts pulled from agent_sessionsagainst BBRG’s organization scope, March 31 — April 18, 2026.
We’re early. Two production clients. Most of these numbers come from BBRG. We tell you that because you’ll find out anyway, and the alternative — five hundred logos and zero attribution — is worse.
Can it screw up?
Yes. Here’s what we do about it.
Every model can make a mistake. The right question isn’t “will it” — it’s “what catches it before your client sees it.”
Draft before send
Every email and text is shown to you first. Approve, edit, or kill.
Attributed sends
Goes out as "Sent by [your agent] via AI." Your client sees the human; the audit log sees the AI.
DND-aware on every send
Master DND, channel-specific DND, time-of-day quiet hours — checked at draft time, every time.
Pre-flight on automations
Before the AI moves a deal, it tells you which stage actions will fire. Approve the cascade or stop it.
Public failure review
Every two weeks the founder reads the agent’s failures, ships fixes, and writes them up. The improvement is in front of you.
Where it fits
Included in Espo Pro and Growth Partner.
Brokers actually ask
AI-powered CRM — the questions that come up.
The page is the demo.
If you want a custom CRM your team will actually use, with an AI that does the work on each agent’s behalf, we’re taking a small number of teams onto Espo Pro and Growth Partner this quarter.
Apply