Funnel Leasing Features
Platform Features (14)
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Contact & Account Management
Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties.
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Opportunity & Pipeline Management
Manage real estate sales opportunities through their lifecycle from lead to closing. Track stages, values, and probabilities of close. Manage pipelines by individual broker, team, region, and company-wide.
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Task / Activity Management
Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities.
Listing Management
Edit and update property listings from within the system, and integrate data across MLS and real estate listing services.
Email Marketing
Send email to contacts in bulk. Common features include: pre-built email templates, social media integration, Subscriber list management, sign up forms, success rate reports, A/B testing and auto-responders.
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Lead Management
Allows users to manage and track leads through a process. The lead process typically involves steps such as lead generation, customer inquiry, inquiry capture, lead filtering, lead grading, lead distribution, and lead qualification.
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Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance.
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Client Management
Manage contact details and communication with clients
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Core Conversational Capabilities - AI Chatbots (3)
Controlled LLM Response Generation
Uses LLMs to generate dynamic responses within defined boundaries and business-safe content rules.
Context Maintenance Within Sessions
Maintains context across user turns in a single session to provide coherent, relevant responses.
Natural Language Understanding & Intent Inference
Understands varied user phrasing and infers intent without relying solely on keywords or scripts.
Task & Flow Management - AI Chatbots (2)
Scripted Dialogue & Decision Tree Support
Supports building conversational flows using predefined paths, rules, and decision trees.
Fallback Responses for Unknown Queries
Provides fallback messages or guidance when the bot cannot understand or fulfill a query.
Client Management (3)
Lead Scoring
Analyzes stored leads and identifies hot, warm, and cold leads
Contact Management
Streamlines the input and management of contacts into the database
Lead Generation
Nurtures and generates leads from a variety of lead capture sources
Task Management (3)
Marketing Automation
Facilitates the setting up, dispersal, and automation of email marketing strategies
Document Management
Stores and organizes contracts and other important documents for easy retrieval
Third-Party Integration
Easily integrates with third-party solutions for more comprehensive functionality
Deployment & Embedding - AI Chatbots (2)
API Access for Business System Integration
Provides API access to connect with proprietary business systems or internal data sources.
Web Widget & SDK Embedding
Offers embeddable widgets or SDKs for integration into websites, apps, or third-party tools.
Admin & Configuration - AI Chatbots (1)
No-Code Conversation Design
Allows non-developers to configure and design chatbot flows via visual or no-code interfaces.
Responses (4)
Personalization
Provides personalized responses to interlocator based on segmentation or past responses.
Route To Human
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Natural Language Understanding (NLU)
Can have a natural, human-like conversation with an interlocator.
Multi-Language
Manage and support multiple languages
Platform (5)
Conversation Editor
Allows business to edit conversations to meet the unique needs of one's business.
Integration
Gives users the ability to update systems, like CRM, based on conversations.
Human-In-The-Loop
Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Drag & Drop Editor
Editing tool that allows users to drag and drop images, icons, widgets, or other components
Human-in-the-loop (HITL)
Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.
Data (2)
Reliability
Ensures consistent performance, delivering reliable outputs based on user prompts.
Data Security
Implements stringent measures to protect user data and ensure privacy.
Interaction (10)
Complex Query Handling
Shows adeptness in comprehending and responding to complex or multi-part queries.
Natural Conversation
Facilitates natural and human-like conversations, delivering engaging interaction experiences.
Understanding
Demonstrates a sophisticated understanding of both written and spoken user commands.
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Customizability
Offers a high degree of customization to meet individual user or business requirements.
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Workflow Management
Create, design and manage workflows for repetitive tasks
Email Management
Manage, store and organize emails within the system or via third-party apps
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Learning (2)
User Interaction Learning
Features robust learning mechanisms, improving responses over time based on past user interactions.
Error Learning
Showcases the ability to recognize, correct, and learn from its own mistakes.
Content Generation (2)
Creativity
Displays creativity in generating diverse, interesting, and contextually relevant responses.
Content Accuracy
Produces content that is accurate, factually correct, and relevant to the user's query.
System (5)
API Flexibility
Evaluates the chatbot's ability to provide flexible APIs for custom integrations and functionality expansions.
Update Frequency and Utility
Regularly receives updates that contribute to continuous improvement of the product.
Cross-Platform Compatibility
Assesses the chatbot's ability to function seamlessly across various platforms and devices.
Software Integration
Seamlessly integrates with other platforms or software systems, enhancing overall utility.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Automation - AI Agents (7)
Sales Follow-Up
Allows users to automate responses to customer inquiries across various channels.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Lead Generation
Allows users to automate the process of generating and qualifying sales leads.
Document Processing
Allows users to automate the handling, processing, and management of documents.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Natural Language Processing
Process and analyze human language in text or audio form
Simulation and Scenario Generation
Generative AI can generate synthetic data and simulate scenarios for training and testing purposes.
Autonomy - AI Agents (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Agentic AI - Real Estate CRM (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AI Chatbots (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Monitoring & Improvement - AI Chatbots (1)
Feedback-Driven Response Optimization
Enables tuning or updating chatbot behavior based on user feedback or admin input (non-live learning).
Reliability & Safety - AI Chatbots (1)
Guardrails & Content Controls
Includes safeguards to restrict inappropriate responses and ensure compliant language use.
Additional Functionality (122)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Interaction Tracking
Track interaction history by documenting conversations for contacts
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Data
Receive data and information in real time
Segmentation
Group leads or contacts based on their specific characteristics
Data Import/Export
Import and export data to and from software applications
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Mobile Access
Access software remotely via mobile devices
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Lead Distribution
Route and distribute your leads to third party buyers
Lead Capture
Automatically identify and save contact information of potential customers
Property Database
Centralized database to track details of properties (including lease, tenant, and owner information)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
For Real Estate
For realtors, real estate investors, property managers, and other real estate professionals.
Client/Property Matching
Match clients or tenants with suitable properties based on their specific requirements, preferences and budget
Email Templates
Pre-made examples and templates for emails
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Referral Tracking
Log and store the source of contacts/leads
Customizable Fields
Customize data fields to support various needs and use cases
Email Tracking
Track delivered, received, and opened emails
Activity Tracking
Track and document all activities across devices, networks, and other systems
Omnichannel Outreach
Using different methods or channels to connect with customers
Agent Collaboration
Multiple agents work together, share tasks, and coordinate to achieve common goals.
Data Governance
Collection of processes, policies, and standards to manage the storage & usability of enterprise data
Prompt Engineering
Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
For No-Code Development
Build applications without the use of code
Version Control
Track revisions and updates made to files and navigate between different versions
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Dynamic Modeling
Model the varying behavior of a system over time through diagrams
API
Application programming interface that allows for integration with other systems/databases
Memory Management
Store and save retrievable data
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Scalability
Manage a growing amount of work to meet increased demand without compromising performance
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Scheduling
Plan availability and assign specific time slots for tasks and resources
Natural Language Interface
Interact with agents using conversational language
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Multiple LLM Models
Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more
Integration Management
Identify which applications need to exchange data and enable these data connections
Customizable Frameworks
Flexible architecture allowing tailored configurations
Pre-built Templates
Pre-defined templates within a library for common cases such as contracts, websites, emails, and more
Analytics
Tools for the systematic analysis of various types of data or statistics
Intent Recognition
Helps understand a user's intentions/actions
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Attended Automation
Bots that work alongside humans on tasks that cannot be fully automated
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For Sales/Marketing
Used as a promotional or demonstration tool in sales and marketing presentations
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Deep Learning
Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Automated Responses
Automatic reply functionality for incoming messages
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Transfers/Routing
Transfer queries and organize messages between agents
Personalization
Adjust communications based on previous interactions or personal preferences
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Virtual Personal Assistant (VPA)
Program systems that assist users with their daily administrative responsibilities
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Speech Recognition
Train your system to interpret and transcribe voice messages
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Task Management
Create, manage and track all task activities and progression
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Configurable Workflow
Configure existing workflows to meet your organization's needs
Unattended Automation
Automate processes from start to finish without human assistance
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Proactive Error Detection
Managing and resolving errors that occur during program execution to maintain stability
Autoresponders
Create and automatically send premade copy in response to customer messages
Configurable Workflow
Configure existing workflows to meet your organization's needs
Natural Language Processing
Process and analyze human language in text or audio form
Customizable Branding
Add customized logos and colors to align with company branding
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Real-Time Analytics
Analyze and gain insights into data in real-time
Pre-Configured Bot
Existing bot models for AI-based tools commonly used for auditory and textual conversation methods
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Live Chat
Ability to chat online in real time
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Speech Recognition
Train your system to interpret and transcribe voice messages
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customer Service Analytics
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Intent Recognition
Helps understand a user's intentions/actions
Lead Capture
Automatically identify and save contact information of potential customers
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Chat/Messaging
Communicate using direct chat or messages within the system
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Chat Transcript
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Natural Language Search
Ability to interact with the application using human languages such as English
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Speech Synthesis
The ability of a bot to respond to user queries in synthesised voice
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
API
Application programming interface that allows for integration with other systems/databases
For Developers
For the intention to be used by developers
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Alerts/Escalation
System alerts about the need to escalate an issue or request
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product