The AI-native CRM
top agents actually run their day on.
An AI brief on every lead, branching nurture plans that wait for a reply, your own public landing page with IDX, and routing rules that respect working hours — all in one workspace.
- 14-day free trial · card required at signup
- Migrate from Follow Up Boss or kvCore in minutes
- Cancel anytime
Trusted by independent agents and growing brokerages
Stop stitching five tools together.
AgentFlow replaces your CRM, dialer, e-sign tool, drip platform, and lead router — without giving up any of the features you actually use.
AI lead insights — every contact, in 5 seconds
Open a contact and get a one-paragraph briefing on who they are and what they want, the 3-5 facts that matter right now, and the single next-best action to take — call / SMS / email / task — with a grounded reason. One Claude call, instant answer.
Your own public landing page — with IDX
Every agent gets a public page at /a/your-name with bio, headshot, specialties, and a live IDX-style grid of your exclusive listings. Capture form on the page routes new leads straight into your CRM through your routing rules. SEO-indexable, branded as you.
Conditional drip plans that wait for a reply
Set up a nurture step as "send only after the prospect opens the previous email" or "skip if they replied within 7 days." Branches on email opens, clicks, replies, SMS replies, and any inbound — finally a drip plan that doesn't hammer warm leads.
Smart lead routing — hours-aware, fallback-ready
Round-robin a team or assign a single agent with full availability awareness: working-hours window in their time zone, out-of-office override, daily lead cap, and a fallback agent. The lead never sits with someone who can't answer it.
Lead-source ROI dashboard
See cost-per-lead, cost-per-won, conversion %, GCI, and an ROI multiplier for every source you spend money on. Set monthly spend per source inline, pick a window (30d / 90d / 12m), and find out which channels actually pay for themselves.
AI call recording, transcripts & summaries
Every call is recorded, auto-transcribed with Whisper, and summarised in one paragraph by Claude. Search past calls by what was said and surface the next step from any conversation — never re-listen to 20 minutes to find one detail.
Every channel, one timeline
Calls, SMS, WhatsApp, email, and voicemail land on the same contact timeline. Click a number to dial from your browser; click a thread to reply by email or text. No tab-switching, no missed handoffs.
Per-agent dialer + own Twilio number
Each agent gets their own Twilio number — outbound calls show your identity, not the brokerage main line. Browser softphone works on desktop and mobile; inbound rings the right agent based on the caller.
AI drafts in every composer
Email, SMS, notes, templates, ads — each has a one-tap AI draft button grounded on the contact's timeline so the copy references real context. Refine in place with "make it shorter" or "more casual."
Lead capture from everywhere
Meta Lead Ads, Facebook page DMs, IDX feeds, kvCore + Follow Up Boss sync, Zapier, public webhook, brokerage contact forms, and an embeddable home-valuation widget — every source lands in your inbox the moment it arrives.
Open Houses with QR sign-in
Create an open house in seconds, print the QR sign for any listing — visitors scan, sign in in 10 seconds, and become CRM contacts. Auto-convert or review-first mode, plus follow-up reminders.
Customer-driven showings
Every listing email carries a "Request a viewing" button. Customers pick preferred times; you confirm one and the appointment lands on your calendar. Multi-property tours auto-route via Google Directions.
Smart lists & saved property searches
Filter contacts by any rule — last activity > 30 days, in your hot zip code, never replied — and turn the list into a campaign target. Property saved-searches auto-email matching new listings to clients on your chosen cadence.
Prepare-offer wizard + e-signature
End-to-end Agreement of Purchase and Sale workflow with merge tags, signature fields, buyer-signature round, and email-to-listing-agent dispatch. Run through the homegrown sig flow OR connect DocuSign.
Two-way calendar sync
Google Calendar and Outlook both directions. Showings, listing presentations, and callbacks stay in lockstep across all your devices — plus the team and family shared calendars if you want them.
MLS-aware property tools
Address typeahead + AI natural-language search across the connected MLS feed. Browse by status (Active / Sold / Pending), tie listings to contacts, and email a curated set with one click — branded as you, not us.
Off-MLS exclusive listings
Create pocket listings, route them through broker approval, share privately with clients via a tracked link, and surface them on your public landing page. Full audit trail of who viewed what.
AI Ad Studio + paid social
Generate complete ads — headline + body + image — from one prompt. Publish straight to Meta + Instagram + LinkedIn, and watch inbound leads auto-attribute back to the originating ad on the ROI dashboard.
Pipeline + commission rollups
Drag-and-drop kanban, pipeline forecast, monthly + YTD commission per agent (with split support for co-listings and referrals), goals tracking, and going-cold tiles all on one dashboard.
Going-cold deal alerts
A daily AI sweep flags active deals whose contact has gone silent for 7+ days. One morning notification, one dashboard tile, exactly which leads need a touch — no deals slip through.
Two-way Follow Up Boss + kvCore sync
Per-agent connections — your leads sync both directions automatically, deduplicated by workspace. Switch tools without losing data; run two CRMs side-by-side if you have to.
White-label branding
Your logo, theme color, and domain on every customer-facing page, outbound email, and signature link. Sub-brokerages each get their own. Customers never see "AgentFlow".
Up and running before lunch.
No 90-day onboarding. No paid migration package. Connect your data, pick a few defaults, and you're closing leads from the first afternoon.
Connect your sources
Plug in Zillow, Realtor.com, Meta Ads, your IDX site, or any webhook. Existing FUB users can migrate in one click.
Set the rules once
Decide who gets which leads, when to send the first SMS, and what the follow-up cadence looks like for buyers vs. sellers.
Close more deals
Your team sees only the conversations that need them. The rest is handled by automations and AI drafts ready to send.
A draft is waiting before you open the email.
Our in-app assistant reads the thread, your contact's history, and your tone — then writes a reply you only need to skim and send. Most of our agents save 8+ hours a week.
- Reply, follow-up, listing-update — three drafts ready, your pick
- Trained on your sent mail so it sounds like you
- Always one keystroke from a real human send
Hi Sarah,
Saturday at 2pm works on my end. I'll meet you at 412 Beacon — there's street parking on the north side, and I'll have the disclosure package ready to walk through afterwards.
Looking forward to it!
See every dollar in flight.
A drag-and-drop kanban with stage probabilities, age-in-stage, and forecast totals. Click a card for the full contact timeline without leaving the board.
- Forecasts roll up by agent, source, or zip
- Stuck-deal alerts when a card sits too long
- Read-only views for owners and admins
Built with — and for — working agents.
“We replaced three tools the day we rolled this out. The AI drafts alone earned the year back.
“My response time to new Zillow leads went from 9 minutes to 30 seconds. That alone changed our conversion.
“I finally have a single place where I can see what every agent is doing without micromanaging them.
Pick a plan that fits.
14-day free trial on every plan — card required at signup, cancel anytime. Plans, prices, and features are managed by your account super-admin and reflect what's actually included.
Answers, before you ask.
More questions? Talk to a human.
Ready to run a smarter book?
Try every feature free for 14 days, or grab a 20-minute walkthrough so we can show you the AI insights + landing pages in action. Card required at signup, no charge until day 15. Cancel anytime.