Every lead lands with its source, then gets followed up.

Leads from forms, imports and messages arrive with their source. Texts, emails and calls share one thread, and follow-up starts without anyone copying details over.

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Sample workspace. Illustrative data.

Follow one lead from first contact to offer.

01Capture

The source is saved with the contact.

A form, import or inbound message creates the contact, with the lead source and the property attached.

AI and calling: what is available and what is not

Each feature shows its status.

  • AI call answering

    An AI voice agent can answer inbound calls and add the caller to your contacts. We set it up with you, and the price follows call volume.

    Set up with us

  • Ops AI assistants

    Chat, deal analysis, repair estimates and message rewriting. They suggest and you decide. Each use draws on your monthly Ops Credits allowance.

    Beta

  • AI Workforce

    Agents that would act for you. Not available yet, and not sold before it ships.

    In development

  • Power dialer

    Calling several numbers at once is planned, not built, and has no release date. Today calls go out one at a time.

    Coming soon

How the AI is limited

It drafts, and you review before anything it writes is sent.

Book a demo to scope call answering

Texting requires carrier (A2P) registration and contact consent. How registration works.

See your lead sources in the CRM.

Book a demo and bring a real lead source. We will show where it lands and how follow-up starts.

Sample lead James Wilson, from Google Ads, moves from Captured to Engaged to Qualified to In Ops. The source and the activity stay on the contact record.

  1. 01Captured

    The source is saved with the contact.

    A form, import or inbound message creates the contact, with the lead source and the property attached.

  2. 02Engaged

    Follow-up starts and the replies land in one thread.

    Timed texts, emails and call tasks run until the lead replies or books.

  3. 03Qualified

    The appointment and the next step stay on the record.

    Appointments and tasks stay with the contact, and the pipeline stage tells you who to call next.

  4. 04In Ops

    Ready to offer? It moves to Ops.

    When you are ready to analyze and make an offer, the lead moves to Ops with nothing retyped. Deal status flows back to the contact.

James Wilson

456 Pine St, Mesa

Lead source
Google Ads
Property
456 Pine St, Mesa

Activity

  • Seller intake form submitted. Contact created, source attached.
  • Follow-up started. Text step sent, email and call task queued.
  • Reply received: “I might be open to an offer.” Follow-up stopped.
  • Appointment set. Next step: prepare an offer.
  • Moved to Ops with nothing retyped. Source stays on the record.
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Ops trial: 14 days, no credit card.