AgentFlow keeps your contacts, follow-ups, tasks, notes, and client activity together. And when you don't want to click around, tell B.O.B. what you need done and let it handle the CRM work for you.
Free for one user · Up to 10,000 contacts · No credit card
Your contacts are only part of the job. AgentFlow keeps the notes, follow-ups, tasks, and activity around each client in the same place. You can manage it yourself when you want to, or tell B.O.B. what needs to happen.
B.O.B. is the AI assistant built into AgentFlow. Ask it about what's in your CRM or tell it to take care of something for you.
Find a client. Update their information. Add a note. Log a call. Finish a task. Organize contacts. Those are just examples.
If you can do it in AgentFlow, you can ask B.O.B. to do it for you.
You can also connect B.O.B. to Telegram and message it when you're away from AgentFlow. A voice note or a photo of a business card works too.
Keep the contact details and the history around them together. Notes, activity, groups, and the things you need to remember don't have to live in separate places.
Search when you know who you're looking for. Use groups and filters when you don't.
When something needs to happen later, put it where you'll actually see it. Add the task, set the due date, and keep it connected to the work you're already doing in AgentFlow.
AgentFlow can remind you by email, and B.O.B. can help you manage the tasks already in your CRM.
Connect Gmail and send an email without leaving AgentFlow. Your AgentFlow tasks can also sync to Google Calendar, so the follow-ups you create in the CRM aren't stuck inside the CRM.
Open AgentFlow and get a quick read on what's going on without digging through every contact. See the work that's coming up and jump into the things that need you.
AgentFlow is starting with the CRM work agents deal with every day. We're also building the next pieces around the deal itself.
Instead of moving to a completely separate system once a client becomes an active transaction, AgentFlow will let you keep the deal and the work around it connected.
You don't need to rebuild your business around a new CRM. Bring in your contacts, add the things you need to remember, and go from there.
Add contacts yourself or import them from a spreadsheet. Use groups if you already have a system for keeping people organized.
Create follow-ups and tasks, set due dates, and keep notes with the client instead of relying on your memory or another random list.
Need to update someone, add a note, log activity, find a contact, or knock out a task? Tell B.O.B. what you want done.
No credit card required. The free plan includes the core AgentFlow CRM plus B.O.B., Gmail, and Google Calendar for one user.
For individual agents
Coming later
We're building Pro for agents and teams who need more than the free plan. Pricing will be announced before it launches.
One user, up to 10,000 contacts, tasks, and a dashboard. You can send email through Gmail and sync tasks to Google Calendar. B.O.B. is included, with 25 messages a day.
No. You can start without one. What's on the free plan stays free. Extra features later will be paid. Nothing paid is for sale today.
Setup takes about two minutes.
Yes. Contacts, follow-ups, and tasks are set up the way agents actually work, not as a generic CRM.
B.O.B. is the AI assistant built into AgentFlow. Instead of clicking through the CRM, just tell B.O.B. what you need done. It can find and update contacts, manage tasks, log activity, organize clients, and much more. If you can do it in AgentFlow, you can ask B.O.B. to do it for you.
The free plan includes 25 messages a day, and you can also chat with B.O.B. through Telegram after connecting it from your profile.
More on what's included is on the free real estate CRM page.
You can start with the free plan, add a few contacts, and use the actual CRM before deciding anything.
No credit card required.