All-in-one agentic system for
real estate agents

Deploy six specialized AI agents that qualify, nurture, and close your leads while you focus on delivering exceptional service.

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ClientIntel Notes Dashboard
ClientIntel Reports Dashboard
ClientIntel Pipeline Dashboard

The Shift

ClientIntel is a revolutionary AI-powered platform.

Designed specifically for Canadian real estate agents. Six specialized AI agents work together to automate your entire lead pipeline—from first contact to booking qualified calls.

0 % Fewer low-intent conversations
0 AI engagement coverage
0 Specialized AI agents

Your time is reserved for qualified buyers and sellers. The rest is handled by AI that understands Canadian real estate.

Core Differentiator

Six specialized AI agents.

Each agent has a clear mandate. No overlap. No confusion.

01

AI Front Desk Agent

Engages all inbound leads 24/7 across website, forms, SMS, and email. Detects buyer vs seller. Applies Canada-aware logic. Never sleeps.

02

AI Qualification Agent

Assigns a Deal Readiness Score. Evaluates budget realism, timeline, financing, authority, and serviceable location. Surfaces only who matters.

03

AI Follow-Up Agent

CASL-safe. Context-aware. Stops automatically when engagement drops. Escalates to you only when the lead is ready.

04

AI Admin Agent

Produces one-page briefs. No transcripts. No CRM clutter. Clear next actions. You get the signal, not the noise.

05

AI Calling Agent

Handles inbound and outbound calls. Confirms intent, gathers details, schedules appointments, and hands off to humans when judgment or negotiation is needed. Canada-compliant by design.

06

AI Orchestration Agent

Coordinates all agents in real time. Determines next actions, enforces rules, prevents overlap, and ensures every lead follows a single path to human handoff. The system's control layer.

Live View

Agents at work.

Interactive CRM dashboard showing your AI agents in real time.

3 Live —
Source:
Today's funnel
52 New
34 Engaged
18 Qualified
12 Scheduled
New
— Sarah M. Website
— James K. Referral
Engaged
42 Emily R. SMS
38 Michael T. AI responding...
Qualified
87 David L. Ready
Scheduled
91 Jennifer P. Call Thu 2pm

Lead Details

—
Deal Readiness
—
— —

Ideal Users

Who it's for.

Solo Agents

Scale your practice without hiring. AI handles lead qualification and follow-up so you focus on closings. Perfect for agents building their book of business.

Small Teams

Consistent lead handling across your team. Shared AI agents ensure no lead falls through the cracks. Built-in CRM keeps everyone aligned.

High-Performing Professionals

Deal Readiness Scores surface hot leads first. Spend time only on qualified buyers and sellers. AI handles the tire-kickers 24/7.

Canadian Brokerages

Canada-only by design. CASL-compliant, province-aware logic. Give your agents enterprise-grade AI without US tool headaches.

End-to-End Flow

How it works.

01

Lead arrives

Any channel. Website, referral, listing inquiry.

02

AI engages

Front Desk and Qualification agents run in sequence.

03

Readiness scored

Deal Readiness Score determines next action.

04

System decides

Follow-up, nurture, or escalate. No guesswork.

05

Calendar booked

Your time is protected. No tire-kicker meetings.

06

Clean brief

One page. Everything you need. Humans step in when it matters.

01

Lead arrives

Any channel. Website, referral, listing inquiry.

Built for Canada.

Geography

Provinces, cities, neighbourhoods, pricing ranges. Canadian market logic built in.

Compliance

CASL-aware communication. Consent handled correctly. No shortcuts.

Psychology

Canadian buyer and seller behaviour. Local norms. Regional nuance.

Intent

Defensible. Intentional. Built for the market we serve.

Flexibility

Two modes. One platform.

You never outgrow the platform.

Mode 1: No automation yet

Built-in lightweight CRM. Messaging. Calendar booking. Works out of the box. No integrations required.

Mode 2: Existing tools

Integrates with your CRM, calendar, email, SMS. ClientIntel runs the logic. Pushes decisions, not raw data.

Beyond the Core

Enhanced features. Enterprise-grade.

Depth that scales with your business.

Predictive Lead Scoring

ML-based scoring that learns from your successful conversions. Identifies patterns in high-value leads. Automatically adjusts qualification criteria.

Smart Calendar Optimization

AI suggests best meeting times based on your close rates. Automatically blocks time for high-priority leads. Integrates with Google Calendar, Outlook.

Market Intelligence Dashboard

Real-time market trends for your active areas. Competitor analysis. Price prediction models for listings.

Coming Soon

Voice AI Integration

Phone call automation for initial contact. Voice-to-text transcription. Sentiment analysis from calls.

Multi-Language Support

English and French (Quebec market). Automatic language detection. Culturally-aware responses.

Advanced Reporting

Custom report builder. Export to PDF, Excel. Share reports with team members. ROI tracking and attribution.

Coming Soon

Mobile App

iOS and Android native apps. Push notifications for hot leads. Quick response templates. On-the-go lead management.

Team Collaboration

Multi-agent organizations. Lead assignment rules. Team performance dashboards. Internal notes and mentions.

Webhook Integrations

Connect to Zapier, Make.com. Custom webhook endpoints. Real-time lead notifications. Integration with 1000+ apps.

Listing Management

AI-generated listing descriptions. Photo enhancement suggestions. Virtual staging recommendations. MLS integration (coming soon).

Request access.

Limited beta. High-touch onboarding. Built with CDP.

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