1847 Cedar Ridge
Maya Chen
Score 861d
Interactive fictional product demo
Estimate CRM scope
See how a custom real estate CRM could work.
Explore a realistic interface connecting seller leads, properties, acquisition stages, communication and human-reviewed automation. Every name, address and metric is fictional.
Northstar Property Group
Demo workspace · fictional data
All systems operational
AM
Workspace
Dashboard
Open seller leads
43
8 need attention
Appointments
12
5 scheduled this week
Active offers
7
3 awaiting response
Median response
6m
Down 18% this month
Acquisition pipeline
Fictional opportunities by current stage
New lead · 18$1.24m
Qualified · 11$826k
Appointment · 7$594k
Offer made · 4$312k
Under contract · 3$241k
Reviewed automation
3 leads need a human decision
The workflow paused because ownership, consent or qualification data is incomplete.
Possible duplicate contact
SMS consent not recorded
Property ownership mismatch
Seller leads
People, property and next action in one view
Search fictional leads
| Seller / property | Source | AI score | Stage | Owner |
|---|---|---|---|---|
Maya Chen 1847 Cedar Ridge Dr |
Seller website | 86/100 | Appointment set | Avery |
Daniel Brooks 92 Willow Creek Ave |
Referral | 71/100 | Qualified | Jordan |
Olivia Patel 411 Harbor View Ln |
Inbound call | 64/100 | New lead | Morgan |
Noah Williams 733 Juniper St |
Direct mail | 48/100 | Follow-up | Avery |
New lead18
92 Willow Creek
Daniel Brooks
Score 712d
411 Harbor View
Olivia Patel
Score 643d
Qualified11
1847 Cedar Ridge
Maya Chen
Score 811d
92 Willow Creek
Daniel Brooks
Score 662d
Appointment7
1847 Cedar Ridge
Maya Chen
Score 761d
Offer made4
1847 Cedar Ridge
Maya Chen
Score 711d
Under contract3
1847 Cedar Ridge
Maya Chen
Score 661d
Communication timeline
AI qualification completed
2 min agoMotivation and timeline summarized; confidence 86%.
Appointment confirmed
18 min agoProperty walkthrough booked for Thursday at 3:30 PM.
Inbound call logged
42 min agoTranscript and action items attached to the seller record.
Follow-up task completed
1 hr agoOwner requested a call after reviewing the valuation range.
AI with guardrails
Suggested next action
Ask a team member to verify property ownership before the next sequence starts. The automation remains paused.
Why: Imported owner name differs from the seller record. No external message has been sent.
Automation review queue
AI qualification completed
2 min agoMotivation and timeline summarized; confidence 86%.
Appointment confirmed
18 min agoProperty walkthrough booked for Thursday at 3:30 PM.
Inbound call logged
42 min agoTranscript and action items attached to the seller record.
Follow-up task completed
1 hr agoOwner requested a call after reviewing the valuation range.
AI with guardrails
Suggested next action
Ask a team member to verify property ownership before the next sequence starts. The automation remains paused.
Why: Imported owner name differs from the seller record. No external message has been sent.
Next step
Turn your actual workflow into a scoped CRM.
Use the calculator for an initial module and complexity estimate, or review the custom CRM service before starting a conversation.
