AI CRM for real estate agents

What does the CRM keep for each client?

• The client and their deals.
• Your tasks for the client, like a call on Friday.
• Your notes.
• Client memory: what RealVista knows about the client, such as the homes they want.
• Their visits to the homes you share. When you share a collection with a client, their visits show on the client's timeline.

How do I add clients and notes?

Ask in the chat, in plain words. For example:

• "Add a client: Maria Lopez. She wants a 2-bed condo in Brickell under $500K."
• "Add a note to Maria: she can move in March."
• "Make a task to call Maria on Friday."

You can write or speak in English, Spanish, Russian, Portuguese or any other language. RealVista answers in the same language.

Where do new leads come from?

• Your website. A visitor sends the contact form on your RealVista website. The lead goes to your CRM. See Realtor website builder.
• Your listing ads. A person answers your Facebook or Instagram ad and sends your contact form. Their details go to your CRM, and you get an alert. See Facebook ads for your listings.
• Homes you share. You share a collection with a client. You get a "looking now" alert the first time they open it.

What does a new lead look like, step by step?

Here is an example with a listing ad.

1. A person sees your Facebook ad for a condo for rent in Hollywood. They send your contact form.
2. You get an alert. Their details are already in your CRM.
3. You ask in the chat: "Write a short reply to this lead. Offer two times to see the condo."
4. You read the text, change it if you want, and send it yourself.
5. You ask: "Make a task to call this lead tomorrow at 10."

Can the AI write my follow-up messages?

Yes. RealVista writes emails and texts for you. It does not send them to your clients. You read the text, change it if you want, and send it yourself.

How does it work?

1. Start your free PRO trial at realvista.com/start. The tour shows the CRM.
2. Add a client in the chat. Or get a lead from your website or a listing ad.
3. Add deals, notes and tasks by asking in the chat.
4. Save homes in a collection and share it with the client. Their visits show on their timeline.
5. Ask RealVista to write the follow-up email or text. Then send it yourself.