A monday.com CRM for real estate teams, with the workflows and AI agents already installed. Your Assessment fee is waived through December 31.
From first lead to contractor quote, on one record.
A lead form and uploaded lists feed one board. Every property carries its source (Zillow, Redfin or your own list), status and deal type.
Status moves from New Lead through Attempted and Contacted to Qualified or Unqualified, with the history kept.
A button on a qualified property adds the owner or listing agent to your hub, with phone, email and listing company carried over.
Each offer links to its property, with asking price, bid price, appraised value and purchased amount side by side.
Contractor lists, quotes and invoices sit on the same record, so nothing lives in a side spreadsheet.
Emails, calls and meetings log to the property. Your team is notified when a seller or agent writes back.
Every agent is written down before it is built: trigger, instructions, tools and permissions.
Drafts the next message when a property changes status, for your approval.
Turns call notes and emails into the property's agent report.
Flags properties that go quiet and tells the owner.
The same Ava Desk method as every package, with a written sign-off before the next phase starts.
Scores your readiness and names the outcomes your leadership wants.
Writes the blueprint: boards, statuses, deal types and agent specs.
Boards, automations and agents, each tested before you see them.
Role-based training, go-live support and an admin guide.
