Real Estate
An AI chatbot and real estate CRM for agents and teams
The AI agent answers buyers and sellers in the evening and on weekends, asks your questions (plans, area, timeline) and shares your appointment link. Every inquiry becomes a record in your real estate CRM, which you follow from the first meeting to closing.
- AI agent and CRM in every plan
- Data hosted in Canada
- No credit card for the trial
9:18 PM
Hi, what’s my condo worth? I’m thinking of selling in the spring.
Rivo Realty · AI agent · Just now
I can’t value a property here: a valuation is based on recent sales in the area. The agent can prepare one for you, with no obligation. How many bedrooms does your condo have?
Two bedrooms, third floor, with parking.
Thanks. When would you like to list it?
In April, ideally.
Noted. You can pick a time for the valuation meeting, and leave me your name and email.
Hana Kim, hana.kim@mail.example
Thanks, Hana! The agent will email you tomorrow to prepare the meeting.
Contact record created in the CRM
- One line of code or Google Tag Manager
- English, French, Spanish
- Anthropic’s Claude Haiku 5.5
- iOS and Android app: coming soon
At night, the AI agent greets
What the AI agent does for your listings and clients
Qualifies buyers and sellers
Plans, property type, area, timeline, pre-approval or not: it asks your questions and keeps the answers in the conversation.
Answers questions about your listings and services
From your instructions and, on the Pro plan and up, your listing sheets, web pages and the page the visitor is viewing.
Shares your appointment link
Showing, valuation, meeting (free trial, Pro and up). Your booking tool shows your availability and confirms.
Doesn’t do your job for you
No price estimates, no legal or financial advice: it sets up the conversation you’ll have.
By day, you close
What happens next? Every buyer and seller lands in your CRM
As soon as someone leaves an email, their record is created with the conversation. You create the deal in one click, prepare the meeting and follow the file through to the accepted offer or the listing agreement.
The contact record, with the conversation that brought them in. The real CRM, fictional data (Lumio agency).
In your account, records and deals hold your own requests.
01The record
"Seller, 2-bedroom condo, listing in April", the lead source (Chatbot · 9:18 PM), a score from 0 to 15 and custom fields: property type, area, timeline.
02The deal
"Listing · 2-bedroom condo", CA$14,500 in estimated commission, at the Contacted stage, created in one click from the record.
03The activity
"Prepare the market analysis for Hana Kim", before the meeting, with an alert; the meeting shows in your calendar and in your usual calendar app through iCal.
04The pipeline
New, Contacted, Valuation, Listing signed, Sold for sellers; a second pipeline for buyers is available on Pro and up.
The CRM is included in every plan, trial included. The number of contacts depends on the plan: 100 during the trial, then 250, 2,500, 10,000 or 20,000. See pricing
A typical day
9:18 PMAt night, the AI agent greets
What’s my condo worth? I’m thinking of selling in the spring.
Rivo Realty · AI agent
I can’t value a property here: a valuation is based on recent sales in the area. The agent can prepare one for you, with no obligation. How many bedrooms does your condo have?
Hana Kim, hana.kim@mail.example
Thanks, Hana! The agent will email you tomorrow to prepare the meeting.
Contact record created in the CRM
7:00 AMIn the morning, “My day”
My day4 new prospects overnight
- HKHana KimSeller · 2-bed condo
- DSDiego SantosBuyer · pre-approved · Okoro family
- SSShowing Saturdayto confirm
4:00 PMBy day, you sign
- Prospect source
- Chatbot · 9:18 PM
- Listing
- April
Three ways to use it in real estate
Residential agent
The agent answers buyers and sellers in the evening and shares your appointment link; your files move through the pipeline to closing.
Real estate team
Every record has an owner; "My contacts" and access levels (beta, Business and up) let each agent follow their own clients.
Rentals and property management
It answers questions about available units, terms and showings, and every request becomes a record to call back.
Tools that go with it
- Appointment link: Calendly, Cal.com, Google or your own tool trial, Pro and up
- CRM calendar and iCal feed all plans
- QR code on your yard signs and printed listings Pro and up
- Chatbot on SMS and WhatsApp Business and up
Your data, hosted in Canada
Data hosted in Canada, encrypted connections (HTTPS), API keys and credentials encrypted (AES-256), hashed passwords. ChatDirect gives you settings that help you meet Quebec’s Law 25 and the GDPR: consent, retention period, export and deletion of a visitor’s data. Message content is sent to the AI provider you choose to generate replies. Privacy policy
Frequently asked questions
What is a real estate CRM?
It’s where an agent keeps buyers, sellers, appointments and active transactions. ChatDirect’s CRM receives the people who write to your website’s chatbot directly, with the conversation, and you follow each file in a pipeline through to closing.
Can the agent value a property?
No. It never gives a price or valuation. It collects general information (type, bedrooms, timeline) and offers a meeting with you.
Are showings booked automatically?
The agent shares your booking link (free trial, Pro and up). Your booking tool shows your availability and confirms; the agent can’t see your calendar.
Can I import my current contacts?
Yes. Export them to CSV from your old tool, then import them: you map the columns, duplicates are flagged, and you can undo an entire import.
Tonight, your future clients can already find someone to talk to.
Install ChatDirect tonight: tomorrow morning, “My day” will tell you who to call. Free 14-day trial, no commitment.