What real estate agents should check when choosing an AI CRM: tracking buyers, sellers and listings side by side, building offers from listings, and keeping follow-ups visible.
· Sinem Dogan, Chief Operating Officer
A real estate deal connects a buyer, a listing and the paperwork between them, usually while an agent is juggling several of each. A CRM for agents has to keep those side by side. This is a checklist for judging whether an AI CRM does.
Look for a structure where every buyer and seller is a customer record with contact details, notes and history, and where listings can live in a catalog you can reuse. In Cortox, listings are kept as products, so an offer can be built from an actual listing instead of retyped.
Retyping property details into every offer is slow and error-prone. Check whether a proposal can be assembled from catalog items, sent as a link, and tracked afterwards, so you can see when a buyer opened it and whether they accepted or asked for changes.
An assistant that works on your real records can answer things like which buyers have not been followed up this week, rather than leaving you to build a filter. Test it with a question you would genuinely ask on a busy day.
A showing to confirm or a call to return is easy to lose between spreadsheets and notes. Look for a task board with due dates and assignees, so a follow-up has an owner and a day attached.
Cortox keeps customers, a product and listing catalog, proposals and tasks in one workspace with a chat assistant that can act on all of them. It is a general CRM rather than a property-specific system, so if you need property-portal feeds or transaction-management features specific to your market, check whether those are covered before you commit.
Yes. In Cortox, both are customer records with contact details, notes and history, and listings are tracked as products in the catalog.
Yes. A Cortox proposal is sent as a link and shows when it was first viewed and how many times it has been opened, along with whether the buyer accepted or asked for changes.
No. It is a general AI CRM that real estate agents use for customers, listings, proposals and follow-ups, so property-specific integrations should be checked separately.