All-in-One AI CRM for Real Estate Agencies & Brokers

Convert more leads, reduce no-shows, and streamline every showing with smart automation and an AI-powered CRM built specifically for real estate professionals.

Staying on top of buyer and seller inquiries, showing requests, and deal follow-ups can overwhelm even the most organized real estate agent. With AI-powered automation and an integrated CRM, you can simplify your daily workflow, cut manual follow-ups, and turn more leads into closed deals—without dropping the ball on communication or client experience.

Common Use Cases for Real Estate Agencies & Brokers

Lead Capture & Smart Follow-Up

Automatically capture leads from listing websites, social ads, and your website. The AI pre-qualifies inquiries and follows up instantly via text, email, or even outbound calls—so you never miss a hot buyer or seller lead.

Showing Requests & Appointment Scheduling

Let clients and leads schedule showings directly into your calendar. Built-in reminders reduce no-shows, and automated confirmations keep everyone in the loop—without manual back-and-forth.

Buyer & Seller Communication Automation

Send real-time updates, guide clients through the buying or selling process, and answer FAQs with pre-built AI messaging sequences that feel personal and professional.

Missed Call Handling & AI Receptionist

When you’re in a showing or off the clock, the AI receptionist answers calls, captures key details, and even schedules meetings—so your pipeline never pauses.

Listing Updates & Status Notifications

Automatically notify buyers of new listings, open houses, or changes in status. Keep sellers informed with regular progress updates and reduce "just checking in" messages.

Testimonial & Referral Collection

After a successful close, the system reaches out to happy clients to leave reviews and refer friends—growing your reputation and network on autopilot.

How Agentli's Features Help Your Real Estate Agency

AI-Powered Lead Workflows

Leads from Zillow, social ads, landing pages, and your website are instantly added to intelligent follow-up sequences that adapt based on each lead’s behavior, preferences, and responses. Whether the contact is a curious buyer, a motivated seller, or just browsing, the AI tailors the messaging and cadence to fit their journey. This means more consistent engagement, less manual chasing, and a higher conversion rate—without you or your team lifting a finger. Every interaction is tracked and logged, so nothing slips through the cracks.

Automated Showing Management

Coordinating showings can be one of the most time-consuming parts of real estate. Our system eliminates the back-and-forth by letting prospects choose available time slots, get instant confirmations, and receive reminders—automatically. You stay focused on high-value tasks while the CRM ensures your calendar stays organized, showings run on time, and prospects feel professionally handled. This alone can reduce no-shows by up to 40% and drastically improve your day-to-day flow.

Voice AI Receptionist

Never miss another call, even during back-to-back showings or after hours. The built-in AI receptionist answers inbound calls, gathers contact info, qualifies leads based on their needs (buyer, seller, investor, etc.), provides basic listing details, and even books appointments directly into your calendar. It’s like having a 24/7 assistant that ensures every lead gets the attention they need, while giving you the freedom to focus on in-person meetings and closings.

Integrated Calendar & eSignatures

Streamline your deal flow with a fully integrated scheduling system tied to your CRM. Clients can book consultations or listing appointments, sign contracts, and receive automated task reminders—all in one place. The built-in eSignature tools let you send, track, and manage documents securely, so you can finalize listings, offers, or disclosures faster. Say goodbye to chasing signatures or double-booking—it’s all synced and automated.

Real-Time Dashboards & Pipelines

Get complete visibility into every stage of your sales funnel with smart dashboards and customizable pipelines. See which leads are hot, which deals need follow-up, and which listings are nearing close. Automated notifications alert you when a lead re-engages, a task is overdue, or a showing is requested—helping you prioritize high-impact actions. This real-time clarity means you can scale without losing control, even with a small team or solo practice.

Built-In Review & Referral System

After closing a successful deal, the system automatically identifies satisfied clients based on milestones, engagement, and feedback—and sends a personalized request for a 5-star review or referral. These messages are timed for maximum impact and feel natural, not pushy. Over time, your online presence grows organically, attracting more warm leads and increasing your credibility in a crowded market—without you needing to ask or follow up manually.

These are just a few examples of how Agentli's CRM and AI features can help marketing and digital agencies run more efficiently, improve client engagement, and drive better results across campaigns. There are many more features designed to support and scale your business. Let me know if you'd like further elaboration or adjustments!

Jessica Miller, founder of Miller Real Estate Group in Austin, TX, used to juggle multiple platforms just to stay on top of client communication, lead follow-up, and appointment scheduling. Since switching to Agentli, everything runs from one place. She's automated key tasks, streamlined her entire workflow, and gained back hours every week.

“I was bouncing between tools all day. Agentli brought everything together and gave me my time back. It feels like having a full backend team on autopilot.”

Jessica Miller, founder of Miller Real Estate Group in Austin, TX, used to juggle multiple platforms just to stay on top of client communication, lead follow-up, and appointment scheduling. Since switching to Agentli, everything runs from one place. She's automated key tasks, streamlined her entire workflow, and gained back hours every week.

Read Full Use Case

“I was bouncing between tools all day. Agentli brought everything together and gave me my time back. It feels like having a full backend team on autopilot.”

Jessica Miller,

Founder

Miller Real Estate Group | Austin, TX