Tags, tasks, notes, and activity history
The everyday CRM structure agents need to keep follow-up clean.
Real product, demo data. The walkthrough video is being filmed — every feature is getting one.
A lead says “circle back after graduation” and the team needs that context to survive months of follow-up.
The assistant can read and update the structure, so the CRM stays useful instead of becoming a stale database.
Watch it do the work.
Everything gets a home on the record
Status, tags, source, next follow-up, do-not-disturb — all first-class fields on the contact, next to the full conversation history. Context stops living in an agent’s head.
Tasks that name the deal
Follow-ups are generated against real deals — “Marcus Chen — Lincoln Park 3BR stale in New Lead” — with due dates, owners, and an overdue queue that makes slippage impossible to miss.
History survives people and time
Four months later, “circle back after graduation” is still there — the tag, the task, the note, and who wrote them. That is what makes month-four follow-up feel like you remembered.
Real product screenshots from a demo workspace — not mockups.
Asked about this feature.
Wondering how this fits your team? Ask the assistant — it knows every feature on the wall.
See it running on your market.
Book a call and we’ll walk this feature — and the rest of the engine — against your actual listings and pipeline.