Scoped Around Your Workflow
Every agency is different. Before recommending a package, we start by understanding how your team currently handles enquiries, calls, SMS, email, CRM notes, open homes, and follow-up.
Best for agents who want better enquiry handling, basic follow-up support, and a simple way to collaborate with AI-assisted workflows.
Best for agents or small teams who want stronger follow-up, pipeline organisation, and better collaboration around buyer/seller opportunities.
Best for serious agents, teams, or principals who want AI around more of the operating workflow.
Best for agencies, principals, and growth teams that want ongoing AI adoption across the business. Scoped after an audit.
Investment-related conversations are handled separately and only with appropriate professional advice, documentation, and compliance checks.
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The cost depends on:
The audit helps scope this properly.
No. It is a workflow layer that prepares cleaner notes, tasks, summaries, and drafts around the CRM your agency already uses.
The workflow can usually be mapped around the CRM an agency already uses. Exact integration depends on access, permissions, exports, API availability, and the agency setup.
Important communication stays approval-first unless the agency has approved a specific automation process.
Start with the audit. It tells us which workflow has the highest value for your agency, and which package fits that workflow.
No. Investment-related conversations are handled separately with appropriate professional advice, documentation, and compliance checks.
Book an AI workflow audit so we can recommend the right starting point.