CRM Buddy

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:

• support@crmbuddy.io • crmbuddy.io/help

CRM Buddy - Talk. Done.