Casa Intel is the CRM I built for real estate agents, run by an AI agent. Ask it in plain words, by chat or voice: it looks things up, updates leads, books the calendar, drafts the docs and says what to do next. The pages are where you see what it did.
Built for real estate, ready to set up for your team.
Works on computer and phone.
Ask in plain words and the agent does the work, then says what changed. Here it runs the nurture queue and pauses one lead’s messages.
Ask who to call today and the agent ranks leads from your own pipeline, with a reason for each. It also flags what is missing, like a lead with no phone number.
Type “Draft a CMA” and the agent builds one for the listing, with comparable sales from the last 90 days. It opens beside the chat to review, edit and save.
The agent scores every lead and flags anyone whose follow-up is overdue. This list is where you see it: each lead with the budget under the name and the score beside it.
Ask the agent for a pipeline summary and it adds it up for you. The board shows the same leads by stage, with each column’s dollar value on top.
The agent explains every score in plain words. Open a lead to see their criteria, score, next follow-up and nurture sequence, with that reason under the criteria.
Tell the agent to update a lead, or do it by hand as here: the budget goes up and a tag is added. The change shows on the lead and in the list as soon as it’s saved.
The agent reads your calendar and books follow-ups onto it for you. Showings, open houses, follow-ups, tasks and closings sit together, by month, week or agenda.
The agent adds your listings one at a time or from a spreadsheet, and updates them when you ask. Each one shows its photo, beds, baths, square feet, price and status.
Ask the agent to change a price, or do it yourself as here: Update Property, a new price, saved. The listing shows the new price right away.
The agent fills your paperwork from the CRM: CMAs, offer letters, lease agreements, net sheets, flyers and more. Pick a template, lock it to a property or a lead, and it generates the copy.
Every photo and file the agent works from, in one library with a folder for each listing. New uploads wait in one tray until you drag them onto a property or a lead.
The agent reads this page before every chat reply, nurture message and receptionist call. You write down who you are, where you work, your pricing and how you work.
Ask the agent how the team is doing and it reads these numbers for you. For the broker: active agents, open leads, listings, pipeline, closed volume and revenue, then how each agent is doing.
The agent books follow-ups and inspections onto this calendar. To move one yourself, open it, choose Reschedule and pick the new time; the calendar updates right away.
Your brokerage requests a Back-Office feed and names me as its technology consultant, and your CRM runs on live MLS listings. The feed is for internal use only: it powers your CRM, never a public site.
Coming with your MLS connection
It watches the MLS all day for your buyers. When a new listing matches a client’s area and budget, it drafts a personal message in your voice with the listing and your marketing, plus a short introduction to the listing agent.
Examples of what it could do, not past clients.
Real estate agent? See the whole platform at casaintel.co.