One platform for sales, marketing and AI insight.
Agent Flow brings leads, pipeline, property inventory, Meta advertising and WhatsApp into one secure, role-aware CRM for real estate teams, on the web and on iOS and Android.
Now in early access.
- Built-in roles, plus team leaders
- 5
- AI agents that ask before they act
- 3
- Arabic and English, right to left included
- AR · EN
Agent Flow
Early accessOne platform. Every role. Real-time intelligence.
Your AI-powered real estate CRM: manage leads, track conversions and close deals faster, with every person seeing only what their role permits.
Every role sees its own work
Admins, sales leads, representatives and marketing analysts each get the pages, data and actions their role permits. Lead phone numbers stay masked unless a role needs them, and every reveal is logged.
Live business data
Leads arrive automatically from Meta Lead Ads, updates appear in real time on the web and on mobile, and every report reads the same records your team works on.
AI with a person in control
An AI assistant and role-specific reports answer questions from live CRM data. Agents prepare work; people approve anything that spends money, publishes or reassigns leads.
Five roles, one source of truth.
Each role gets its own dashboard, data scope and tools, on the web and in the mobile app.
- 01
Admin
Everything: users, lead distribution, campaigns, property inventory, scoring rules, deal approval, audit logs and reports.
- 02
Sales Admin
Runs the sales floor: all leads, distribution queues, property inventory, targets and deal approval.
- 03
Sales Manager
Leads their teams: performance, targets and team management, with AI reports on the pipeline.
- 04
Sales Representative
Works their own leads: notes, statuses, tasks and calendar, a WhatsApp inbox, projects and units. Team leaders also see their team’s leads.
- 05
Marketing Analyst
Owns marketing: dashboards, campaign analytics, Meta Ads Studio and AI reports, with no access to lead records.
Agents that ask before they act.
Three agents do the busywork of a real estate team. Each one prepares the work; a person makes the decision that matters.
System map
01
Ads agent
Builds audiences from CRM data, forecasts and reallocates budget, drafts ad copy and multi-variant campaigns, and links Meta leads to closed deals.
Anything that spends money or publishes asks for confirmation first. Campaigns are created paused; a person activates them.
02
Lead assignment agent
Proposes who should take each lead, with a reason for every assignment, for up to 500 leads at a time.
It only previews. Nothing is reassigned until a person executes the plan.
03
WhatsApp agent
Suggests replies for representatives and, where switched on, answers using the lead’s requirements, available units and project media.
Autopilot is turned on per conversation, and it hands over to the team when a person should take over.
Built for sales, marketing and AI-driven decisions.
Every feature is wired to real CRM data and gated by role, so the right people see the right tools, with the right context, at the right time.
Leads and pipeline
A structured pipeline from new lead to closed deal, with lost reasons, deal approval, bulk import, de-duplication and export.
Routing and scoring
Distribution queues with rules and service-level alerts, plus lead scoring that combines your rules with your data.
Property inventory
Projects and units with payment plans and media, ready for sales conversations and campaign targeting.
Marketing analytics
Spend, impressions, CTR, cost per lead, conversions and ROI, with leads broken down by source.
AI assistant and reports
Ask questions of your CRM in plain language and generate role-specific reports with charts and PDF export.
Conversations in the CRM through the WhatsApp Cloud API, with AI reply suggestions and team monitoring.
Notifications
Real-time alerts in the app, mobile push and a daily email digest of what needs attention.
Arabic and English
The full product in both languages, with right-to-left layouts on the web and on mobile.
Mobile companion
An iOS and Android app for every role: a Today view shaped by role, leads, tasks and notifications.
Create and manage Facebook and Instagram advertising without leaving the CRM.
Connect your ad accounts and work on campaigns, audiences and creative next to the leads, projects and units they promote.
Organic content
Facebook Page posts and Instagram reels, stories and carousels, published from the CRM, with Instagram insights.
Paid campaigns
Campaigns, ad sets and ads; custom and lookalike audiences; lead forms; A/B experiments; and automation rules that act only if you opt in.
Draft and review
Build campaign drafts, send them for review and approve them before anything is published to Meta.
From draft to live, with people in the loop
- 01Build a draft
- 02Submit for review
- 03Approve
- 04Publish, paused
- 05A person activates
Collect, authorize, analyze, act.
Agent Flow turns live company data (leads, campaigns, listings, conversations and activity) into role-appropriate insight, with every action wired to the same records.
Customer data, handled carefully.
A CRM holds your customers' details and your company's pipeline. Agent Flow is built so each person sees only what their work needs, and so sensitive actions leave a trail.
- Role-based access, enforced on the server, with each role’s data scoped to its work
- Audit logs of administrative actions, with sensitive fields redacted
- Each company isolated in its own space, with database row-level security
- Integration credentials encrypted per company
- Masked phone numbers, with every reveal logged and notified
- Push notifications that carry no customer personal data
Bring every team onto one CRM.
Agent Flow connects sales, marketing and AI in one role-aware platform. Ask for early access and a walkthrough with your own workflow.