Overview

Daily performance, pipeline health, and AI agent impact.

New Leads (24h)

38

+12 from yesterday

Meetings Booked

17

AI booked 11

Median Response

3m 28s

SLA target: 5m

Pipeline Value

$8.4M

+2.1M this week

Daily Inbox Summary

Auto-Reply

11 high-priority messages: 4 financing pre-approvals, 3 closing updates, 2 new buyer inquiries, 2 seller comps requests.

AI sent 29 non-urgent acknowledgements and 11 booking links. 7 meetings confirmed.

3 no-shows re-engaged. 1 requested Spanish follow-up. 2 WhatsApp threads need human review.

Voice Notes → Transcription

Agent note — Property Tour Recap

00:58 • 156 KB

Today’s Agenda

09:30

Buyer consult — Chen

Zoom • Booked by AI

11:00

Listing prep — 2218 Rosewood

On-site

14:15

Seller update — Patel

Phone call

Automation Wins (24h)

Cross-channel follow-ups converted 5 silent email leads via WhatsApp.
Lead enrichment filled 13 missing phone numbers and 9 company roles.

Unified Inbox

Email + WhatsApp, prioritized by AI.

All

Email

AI Assistant

Qualify, book, and reply across channels

Priya Patel

WhatsApp • 2m ago

Qualified High

Hi! Interested in 2218 Rosewood. What are HOA rules on rentals? Also is there parking for 2 cars?

AI: Thanks Priya! Quick questions to help: 1) Budget range? 2) Timeline to move? 3) Financing or cash? I can also share a calendar link to book a quick call.

Typing suggestions below are auto-generated

Lead Snapshot

Stage Qualified

Property Type Condo

Budget $700k–$900k

Timeline 30–60 days

AI Actions

Qualifying Script

Property type + neighborhoods
Budget + financing status
Timeline + urgency
Motivation + decision-makers

Lead Pipeline

Track stages, activities, and AI scheduling.

New

12

Elena Gomez

Email

Tour request — Midtown

Michael Chen

Buyer consult

Qualified

9

Priya Patel

Condo — 30–60 days

Meeting

6

Chen

Email

Booked (AI)

Offer

3

2218 Rosewood

$845k

Buyer: Patel • Closing ETA 30d

Closed

2

19th St Loft

Closed

Agent: Rivera • $1.1M

Contacts

Prospects, clients, vendors.

Priya Patel

[email protected] • +1 (832) 555-1209

Deals

Transactions, terms, and financials.

Property

Buyer

Price

Status

Close ETA

2218 Rosewood — 2BR

Patel

$845,000

Offer

30 days

19th St Loft — 3BR

Chen

$1,100,000

Closed

—

Tasks & Projects

Plan, assign, and track execution.

My Tasks

Due soon

Send comps to Patel

Today 5:00 PM

Draft listing description — Rosewood

Tomorrow

Project — Rosewood Launch

4/8 completed

50%

Pro photos

Staging

MLS entry

Open house plan

Automations

Cross-channel workflows with AI qualification and scheduling.

Trigger

New Lead

Sources: FB, Google, WhatsApp, IG, LinkedIn, Email

AI Qualify

Ask: property type, budget, timeline, motivation

Enrich: company, role, contact

Condition

If no reply in 24h → WhatsApp follow-up

If Qualified → Auto-book consult

Actions

Email reply
WhatsApp message
Book meeting
Log to CRM

Personality Match

Integrate DISC/MBTI to match leads with compatible agents.

Property Monitoring

Watch Zillow/IDX, capture price/sqft & terms, trigger outreach.

AI Load Balancing

Assign tasks by capacity and performance.

Multi-language

Localized flows and messaging templates.

Calendar

Send links, manage appointments, avoid conflicts.

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Team & Roles

Add agents, define permissions, collaborate.

Hamoun Taheri

Admin • Broker

Priya Shah

Agent • Buyer Specialist

Michael Chen

Agent • Listings

Reports & KPIs

Conversion rates, channel performance, SLAs.

Lead Conversion

New → Qualified: 42% • Qualified → Meeting: 61%

Channel Breakdown

WA 48%, Email 37%, IG 9%, FB 6%

Agent Load

Balanced • AI assist at 63%

Settings

Integrations, auth, preferences.

Authentication

OAuth + JWT enabled

SSO 2FA

Integrations

Gmail / Outlook

Connected

WhatsApp Business

Connected

AI Provider

Sandbox

Auto-replies

Non-urgent email reply

WhatsApp follow-ups

Language auto-detect

Implementation Plan

Parallel tracks, milestones, and flexible payments.

Timeline

CRM Foundation (Auth, Contacts, Leads, Deals, Dashboard) ~3 months

Automation Track (Email → WhatsApp) 3–4 weeks +

Bi-weekly progress reviews • Milestone-based delivery

Milestones

Unified Inbox, Daily Summary, Auto-replies Prototype
CRM Core (Contacts, Leads, Deals, Dashboard, Auth) Prototype
Lead Qualification & Scheduling Flows In Progress
Advanced Features (Match, IDX, Load, Multi-language) Design