CRM Buddy app icon

CRM Buddy

RECO QA LLC

★ 5.01 ratingsBusinessFree

Description

Real estate agents: stop typing into your CRM. Say it once - CRM Buddy does the rest. How it works: Speak it: "Just met John at my open house. His number is 701-646-1212 and he wants to list his condo at 843 Park Ave. Add him in my database with the seller and hot tags, make a $500k listing opp for him and remind me to call him tomorrow at 9:30." CRM Buddy does it: saves the contact, creates the opportunity, schedules the call - one message. You see it: instantly synced to your CRM. What you can do by voice: • Capture notes, create/update contacts and opportunities • Assign tasks and schedule follow-ups • Search contacts and opportunities • Coming soon: Ask "Who are my hot leads?" or "What's on my schedule today?" Built for real estate: • Accurate multi-action natural language - do up to 5 things in one command • Mobile-first speed - manage your pipeline hands-free, on the go • Works with your existing CRM workflow CRM Compatibility: • Supports major real estate CRM platforms • Two-way sync keeps your data current • Secure credential storage Privacy and security: • Encrypted in transit and at rest • We do not sell your data • Your CRM credentials stay encrypted Getting started: 1. Connect your CRM account 2. Sync your contacts and opportunities 3. Start talking - CRM Buddy does the rest Support: • [email protected] • crmbuddy.io/help CRM Buddy - Talk. Done.