CRM foundation · Contacts

The AI fills in the contact card, not your agent.

On the call, the AI voice agent asks about budget, area, bedrooms, mortgage and part-exchange, and writes each answer to the right field. Buyers, sellers and tenants each get one card with their full conversation history.

AY

Ahmet Yılmaz

+90 533 ••• •• 61 · source: inbound call

Type
Buyer
Budget
₺4.5M – 5M
Area
Ataşehir, Kadıköy
Bedrooms
3-bed
Mortgage
Agreed in principle
Part-exchange
Yes · 2-bed Ümraniye
hotbuyermortgagepart-exchangegated site

Activity

  1. Inbound call · AI qualified09:42
  2. 2 listing links sent on WhatsApp09:45
  3. Viewing · Sat 11:0009:45
  4. Note · wants to be near a school10:10
Fields filled in by the AI from the call
The problem

Thousands of numbers, and nothing about what they want.

01

Knowledge lives in agents' heads

"He wanted a 3-bed, had a mortgage I think" never gets written down. No agent, no client.

02

Data entry takes time

An agent out on viewings all day won't log every call in the evening. Fields stay empty.

03

Who do you tell about a new listing?

Without budget and area on file, finding matching buyers means scrolling through WhatsApp history.

From call to card

The AI asks. The answer lands in the right field.

The voice agent works out whether the caller is a buyer, seller or tenant and asks the right questions. By the time the call ends, the card exists, the fields are filled and the tags are on. Conversation AI collects the same details in writing on WhatsApp and Instagram.

  • Budget, area, bedrooms, mortgage status, part-exchange
  • Source: which call or which ad they came from
  • Call summary and notes in the card's history
  • Repeat callers are recognised and logged to the same card

Live call

Sara · AI agent

  • Seller · 3-bed flat
  • Valuation · Thu 2:00 pm
  • Saved to CRM
Property-specific fields

Separate field sets for buyers, sellers and tenants.

You ask a buyer about their mortgage, a seller about the plot and instruction status, a tenant about move-in date and pets. We agree the fields your agency uses during setup and build the AI's script around them.

  • Buyer: budget, area, bedrooms, mortgage status, part-exchange
  • Seller: property type, address/plot, m², price expectation, instruction status
  • Tenant: rent budget, move-in date, occupants, pets
Buyer
  • Budget
  • Area
  • Bedrooms
  • Mortgage status
  • Part-exchange
Seller
  • Property type
  • Address / plot
  • m²
  • Price expectation
  • Instruction status
Tenant
  • Rent budget
  • Move-in date
  • Occupants
  • Pets
  • Furnished
Bulk actions

Pull the right list in seconds.

A new 2-bed listing comes in: filter for buyers, 2-bed, budget between 3.5 and 4.5 million. Tag them all at once, assign them to an agent or add them to a nurture campaign. Automations send the messages.

  • Filter by field and tag
  • Bulk tag, assign and add to campaign
  • Outbound call campaigns use consented contacts only
Filterbuyer2-bedbudget 3.5–4.5M
  • Selin K.Buyer · 2-bed~₺3.9M
  • Ozan P.Buyer · 2-bed~₺3.6M
  • Gül E.Buyer · 2-bed~₺4.1M
  • Tarık S.Seller · land—
3 selectedAdd tagAssignAdd to campaign
On the card

Everything you need to know a client.

Custom fields

Budget, area, bedrooms, mortgage, part-exchange and anything else your agency tracks.

Tags

Hot, mortgage, part-exchange, international buyer… added by the AI and your team.

Conversation history

Calls, messages, appointments and notes in one timeline.

Notes

Agent observations and AI call summaries side by side.

Linked deals

The person's buyer and seller deals, with their stages, right on the card.

Consent status

Marketing consent is recorded, so campaigns only reach people who opted in.

Sample call

Four questions, one complete card.

  • Agent

    Which areas are you looking in, and how many bedrooms?

  • Caller

    Ataşehir or Kadıköy, three bedrooms. My budget is between 4.5 and 5 million lira.

  • Agent

    Will you be using a mortgage, and do you have a property you'd like to part-exchange?

  • Caller

    My mortgage is agreed in principle. I'd like to part-exchange my 2-bed in Ümraniye.

Written to CRM
Buyer3-bed · Ataşehir, KadıköyBudget ₺4.5–5MMortgage in principlePart-exchange: 2-bed Ümraniye

Card fields filled in · separate seller deal opened for the part-exchange

Sample transcript.

Contacts questions

Do we choose which fields exist?

Yes. During setup we go through the information your agency keeps and build the fields, and the AI's questions, around it.

Can we import our existing contact list?

Yes. We import your spreadsheet or export from another system during setup. Plans include 1,500 contacts, with extra contacts charged per head.

If someone calls again, does it create a new card?

No. They're recognised by phone number and the call is added to the same card's history.

How is personal data protected?

Only users you grant access can see contact cards. Privacy notice and marketing consent status are stored on the card, and outbound campaigns use consented contacts only.

Demo

See contact cards that fill themselves in.

We'll run a sample call and watch the card's fields fill in as the conversation ends.

  • Field plan tailored to your agency
  • Import of your existing list
  • Monthly contract, no lock-in
Your team

Your details are only used for the demo and never shared with third parties.