CRM AI

The AI CRM for Real Estate Investors. It's Read the File.

Emails, texts, calls, notes, documents. The AI knows the deal it's helping with.

A lead record in REI Acquire with contacts, property details, an AI tab and the full communication and notes feed

Generic AI gives generic help

A chatbot doesn't know she turned down your first number in March. Your CRM does. So should the AI.

What it knows

Every lead, buyer and vendor record carries an AI layer built from:

1emails, SMS and calls
2notes and tasks
3appointments
4documents
5CRM fields

Ask AI

"What were her objections?" "What have we offered?" Answered from the record. Got it wrong? Correct it. It keeps the correction.

Draft with AI. Improve.

A first draft of the follow-up, or a sharper version of yours. The rep still hits send.

Marketing Inbox reply thread with an AI-suggested draft and Send draft, Edit and Discard buttons

AI actions. Human approval.

AI prepares the action. It waits in an approval queue. A person releases it.

Automate the prep. Keep the decision.

AI Approvals queue listing AI-prepared actions waiting for a person to release them

Controls

  • Daily spend limits
  • Configuration permissions
  • Usage visibility
  • Separate access for setup and for spend
CRM AI settings showing agent health, the spend cap and summaries

AI on the phone

An AI voice agent opens outbound calls and hands engaged sellers to a rep. See AI Dialer.

AI Dialer
AI Dialer overview with live calls, running campaigns, transfers and agents

Frequently asked questions

What does the AI base its answers on?

The information on the record in your CRM.

Can it send messages without approval?

You decide. An approval workflow can hold AI-prepared actions until someone releases them.

Can I cap AI costs?

Yes. Daily spend limits are built in.

Ask it about a real deal. Free.

Try it. Tell us where it gets things wrong. We'll improve it.