Guide · real estate
Real estate team lead follow-up — speed without sounding automated.
Portal leads, open-house scans, and ad inquiries go cold in minutes. A Client Desk–style setup drafts the first touch, routes to the right agent, and keeps CRM hygiene — while agents still own the relationship.
What teams ask for
Foundation, speed, then listing ops
- Foundation — intake, routing, scripts, and a clean booking path.
- Speed Desk — response SLA, follow-up drafts, appointment set.
- Listing Engine — listing/marketing ops tied back to conversion (later phase).
Houston installs (Vital Realty–style proof) are the dogfood path for SpiAI's RE offer. Case study page comes next; until then we sell outcomes on the audit, not vanity bots.
Guardrails
Agents stay in control
Approve before send
Default is draft-then-approve for client messages.
Route by ICP
Buyer vs seller vs sphere — different scripts, same desk.
CRM hygiene
Notes and next steps written back so ISAs and agents share truth.
Book a Foundation Audit for your team.
30 minutes. Ranked opportunities. Fixed-price first build if you want one.