CRM & Pipelines
Real-estate-aware CRM. Built for the way agents work.
Stages tuned to real estate. Lead routing, tags, and timelines that don't need translation. Everything from chat, SMS, voice, and email — one unified record.
The four pillars
What makes it actually different.
Real-estate stages
Buyer, seller, FSBO, expired, past client. Pipelines pre-configured for the way agents work.
Smart routing + tags
Auto-tag leads by source, intent, budget. Route to the right agent automatically.
Conversation timeline
Every chat, text, call, email — one record per contact. Searchable. Exportable.
Multi-agent and brokerage
Fair-distribution rules. Office views. Manager dashboards. Built for teams.
Pipeline at a glance
Sources in. Stages flowing. Numbers ticking.
Sources
FSBO
fsbo.davishomes.ai
Valuation
value.davishomes.ai
Buyer
buy.davishomes.ai
Pipeline
New
142
leads
Nurturing
87
leads
Hot
41
leads
Booked
18
leads
Avg. response
8 sec
Speed-to-lead
60×
vs. industry
Conv. lift
+38%
One contact record
Every touchpoint. One timeline.
Form submissions, AI chat transcripts, SMS threads, phone call recordings, emails opened, listings viewed, showings booked. All on one record. Searchable. Exportable. Compliant.
SK
Sarah K.
sarah.k@email.com · (508) 555-0143
HotBuyer30-day
Source
Valuation site
Stage
Showing booked
Owner
Riley Davis
Activity · today
💬
AI Chat2:14p
Captured Sarah K. via valuation site
📱
AI SMS2:16p
Sent welcome + asked about timeline
👤
Riley3:02p
Reviewed lead. Tagged 'hot · 30-day move'
📞
AI Voice3:08p
Booked Saturday 11am showing
✉️
Auto3:09p
Email confirmation sent