CRM Buddy

eatmyautomation

About this app

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 646-1212 and he wants to buy next month. Remind me to call him tomorrow at 9 and make a $500k buyer opportunity for his house at 422 Main St in Glassboro."

CRM Buddy does it: saves the contact, updates 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
• Coming soon: Ask things like "Who are my hot leads?" or "What's on my schedule today?"

Built for real estate:

• Accurate multi-action natural language - do 3-5 things in one command
• Mobile-first speed - manage your pipeline hands-free, on the go
• Fast search for contacts and opportunities

Integrations:

• Follow Up Boss: live today
• Copper: coming soon
• More real estate CRMs rolling out weekly

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 Follow Up Boss account
2. Sync contacts and opportunities
3. Start talking to your CRM - CRM Buddy does the rest

Support:

• [e-mail]
• crmbuddy.io/help

CRM Buddy - Talk. Done.