Before you call — the file already knows
A missed call, a lease running out, a cheaper property, buyers for their listing — the file gathers them in one card above the timeline. After the call you dictate the note instead of typing it.
Try one phone call
A demo with a made-up client: the file before the call, the note after it, and what happens when a second agent enters the same person.
- Handled by
- Maria D.
- Last call
- 12 days ago
- Next call
- —
- One card before the call
A missed call, an overdue task, the end of a lease or agreement, a cheaper property, buyers — in one place.
- One person, one contact
A second agent for the same person is attached to the file with their own role instead of making a duplicate.
- Everyone sees their own part
Only people with the right permission see the person’s deals, and the AI analysis never gets names, phones or emails.
The whole person on one page
Timeline
Calls, viewings and meetings — with the property or search they were about.
Their enquiries
Every enquiry with its source — site, AI chat, Facebook, Instagram — and what has happened to the property since.
Where to reach them
For each number separately — Viber, WhatsApp, Telegram or Signal, with a one-tap link.
Calls on a schedule
A new contact gets a call after a week, then every two weeks, and after a deal every three months.
Enquiry translation
An enquiry in another language is translated with AI right in the file — from Core up.
Cards above the list
Overdue and upcoming calls, and fresh contacts nobody has touched yet.
With UniTalk IP telephony the call starts from the file, it goes into the timeline, and a missed call from a known client becomes a task.
Frequently asked about contacts
What does “What to look out for” show?
A missed call not returned; open and overdue tasks; the end of a lease, an agency agreement or a pause; a birthday; a property from their enquiries that got cheaper or sold; buyers in the agency for their listings; purchases and sales through the agency. With no signals, the card doesn’t show.
How do I dictate a note?
Press “Dictate” and speak — AI turns the recording into text and the note goes into the file. AI features come with Core and up.
What if two agents handle the same person?
The person stays one contact. The second agent is attached to the file with their own role — a buyer next to a seller, say — and the file shows who handles them.
Is there a limit on contacts?
No. Contacts are unlimited on every plan, Starter included.
Does AI see client data?
The AI analysis of a contact gets only the neutral part of the signals — no names, phones, emails or amounts.
After the call comes the deal
Every call, prepared
In the demo we open one of your clients’ files and see what it says before the call.
