An AI Agent That Keeps Up With Your Leads And Your Deals
Between showings, the follow-ups pile up. Your agent works in your CRM, inbox and transaction software with your own login, logs what happened and drafts the next message, one contact at a time.
From $10/month 30 days free No credit card
Where The Day Goes
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Leads Go Cold While You’re In The Car
A portal lead that waits a day is usually gone. When you’re showing homes all afternoon, nobody is writing back, logging the call or setting the next touch in your CRM.
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Contract Dates Live In Five Places
Inspection, appraisal, financing and closing deadlines sit in the contract, your transaction software, the lender’s emails and your head. One missed date can sink a deal.
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Listing Marketing Eats Your Evenings
Each new listing means a description, social posts, an open house flyer and a price-change email, all written after a full day with clients.
What Your Agent Does For You
In the tools you already use, with your own login, one item at a time.
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Log Calls And Set The Next Touch
Tell your agent how a call or showing went. It updates the contact in your CRM, adds the note and sets the follow-up task with a date.
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Gmail -
Google Calendar - Follow Up Boss
- Lofty
- kvCORE
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Draft Replies To New Portal Leads
When a Zillow or Realtor.com inquiry lands in your inbox, the agent drafts a reply that answers what the buyer asked about that home and holds it for your OK.
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Build The Deadline List For Each Deal
From the signed contract, it lists every contingency date, puts them on your calendar and opens tasks for the lender, inspector and title company.
- Google Calendar
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DocuSign -
Adobe Acrobat - Dotloop
- SkySlope
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Write The Listing Package
Give it the property notes and the photo folder. It drafts the description, a few social captions and an open house flyer in Canva for you to edit.
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Prep For A Listing Appointment
Export the comps you picked and the agent turns them into a one-page summary with talking points for the seller. You check every number.
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Send Weekly Seller Updates
A repeating task wakes the agent every Friday to gather showing feedback and draft a short update for each seller.
- Gmail
- ShowingTime
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Ask In Your Own Words
Type it in a project chat, or send it from your phone. Your agent does the work and reports back in the thread.
- Just showed 412 Maple to the Garcias. They loved the kitchen but worry about the roof. Log it in Follow Up Boss and remind me Tuesday to send the roof report.
- New Zillow lead for the Elm Street condo, Priya Shah. Draft a reply that answers her HOA question and offers Saturday at 11.
- The Hendersons’ contract is in Dotloop. Put every deadline on my calendar and tell me which ones fall on a weekend.
- Write the listing description for 88 Birch from the notes in the Drive folder. Keep it short and mention the new furnace.
- Draft this week’s update for the Kowalskis: six showings, two said the price feels high, one second showing booked.
- Go through my CRM and list past buyers I haven’t talked to in three months.
- Make a Canva flyer for Sunday’s open house at 15 Oak Lane, same template as last time.
The Plan That Fits
Most agents run their own book; move to Team when you add an assistant or a transaction coordinator.
Personal
$10/mo
For 1 person and 5 AI agents. Try it free for 30 days, no card. Your agents run on your own AI plan.
Questions From Real Estate Agents
Can it reply to leads at 10 p.m. without me?
It drafts the reply right away, but sending waits for your OK by default. You can approve it from your phone.
Does it work with Follow Up Boss, Lofty or kvCORE?
It uses them the way you do, in its own browser with your login. You sign in once at Settings › Connections and pick which agents may use it.
Can it enter listings in my MLS?
Many MLSs don’t allow anyone else to use your login, so read your MLS rules first. Where it’s allowed, the agent can prepare the listing and you submit it.
Will it text my clients?
Octopus Prime has no texting line of its own. If your CRM sends texts, the agent can draft them there, and each one waits for your OK.
Can my transaction coordinator use the same agent?
Yes. On the Team plan you share the agent and give each deal its own project, with a log you both read.
Does my agent see my passwords?
No. Your logins stay in your Vault, a safe your agents can use but never read. You connect each app once at Settings › Connections and choose which agents can use it, and you can remove that access at any time.
Hand the busywork to your agent. You stay in charge.
From $10/month 30 days free No credit card
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