Browser softphone, dedicated numbers, recording and automatic call notes — with every call on the client's record.
Everything you need to excel, built into one seamless experience
Place and receive calls from the CRM itself, with the client's record, their listings and their full history on screen while you talk. No switching device, no copying a number across, no wondering which of three buyers you are actually speaking to.
Own numbers in the markets you operate in, route them to the right agent or team, and present a consistent business identity instead of whichever mobile happened to make the call. Extra numbers are $10 a month each.
Calls are recorded and stored against the contact and deal, subject to your local consent rules. Instead of a shared drive of untitled audio files, the recording sits where the rest of the relationship history already lives.
Every call is transcribed and summarised, so a manager can scan what happened across twenty calls without listening to any of them, and an agent picking up someone else's client can catch up in thirty seconds.
The AI extracts commitments, objections and next steps from the conversation and writes them to the record as tasks and notes — which is the part agents skip when they are busy, and the part that loses deals.
Work a list of leads with click-to-dial and automatic logging, so calling through a segment does not mean maintaining a spreadsheet of who has been reached and what they said.
Turn your biggest challenges into competitive advantages
Calls happen on mobiles and vanish
Every call is placed from the record and stored against it automatically.
Notes never get written up
Transcription, summary and extracted next steps are generated for you.
Covering a colleague means knowing nothing
The full call history and summaries sit on the contact for anyone permitted to see it.
Clients called from random personal numbers
Dedicated business numbers with routing, consistent across the team.
Real estate still runs on the phone, and the phone is still the least documented part of most agencies. A call happens on a mobile, a note may or may not get typed up, and when a deal is questioned months later there is nothing to refer to. Putting the phone inside the CRM changes the default: the call is placed from the record, recorded against it, transcribed, and summarised without anyone remembering to do anything. Agents dial from the browser or the mobile app, clients see a consistent business number, and the history is simply there.
The phone system gives your workspace real telephony — dedicated numbers you own, a softphone in the browser, inbound routing to the right agent, recording where local law permits, and AI analysis of what was said. It includes 5,000 monthly calling credits, with extra numbers and credit packs available as your volume grows. It is also the foundation the AI Call Agent runs on: you need numbers before an AI can answer them.
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