Every lead, conversation, and deal
in one place.
crmQ brings your calls, texts, email, pipeline, and contracts into a single workspace — with AI that drafts the next message and surfaces who needs a follow-up today.
- 14-day free trial
- Migrate from Follow Up Boss or kvCore
- Cancel anytime
Connects to the tools you already run on
Replace five tools with one.
Your CRM, dialer, e-sign, drip platform, and lead router — without giving up the features you rely on.
AI that knows the context
Open any contact for a one-paragraph brief and the single next-best move. Every composer — email, SMS, notes, ads — has a one-tap draft grounded in the real timeline.
Every channel, one timeline
Calls, SMS, WhatsApp Business, email, and voicemail land on the same contact — every WhatsApp message on the timeline beside the calls and emails. Dial from the browser, reply on any channel, and never lose the thread between handoffs.
A pipeline that forecasts
Drag-and-drop stages with age-in-stage and forecast totals, commission roll-ups per agent, and a daily sweep that flags the deals going quiet.
Capture
- Meta Lead Ads & page DMs
- IDX + MLS feeds
- Open-house QR sign-in
- Home-valuation widget
- Public webhook & Zapier
Engage
- Conditional drip plans
- WhatsApp Business inbox & templates
- Message a smart list on WhatsApp
- Per-agent dialer & Twilio number
- Call recording & transcripts
- Smart lists & saved searches
- Two-way calendar sync
Close
- Prepare-offer wizard & e-sign
- Exclusive / pocket listings
- Customer-driven showings
- Commission splits & goals
- Going-cold deal alerts
Run
- Hours-aware lead routing
- Auto-WhatsApp a new lead on arrival
- AI assistant answering WhatsApp
- Lead-source ROI dashboard
- Follow Up Boss & kvCore sync
- Your own public landing page
- White-label branding
The reply is drafted before you open the thread.
The assistant reads the conversation and the contact's history, then writes a reply in your voice. Skim it, tweak it, send it — you stay one keystroke from a human send.
- Reply, follow-up, or listing-update — your pick
- Grounded in the real timeline, not boilerplate
- Refine in place: shorter, warmer, more direct
The lead gets a WhatsApp before you've read the email.
Set a rule per lead source: when a Facebook lead lands, it is assigned, then messaged on WhatsApp from that agent's own number — with an approved template, inside seconds. If the assistant is connected, it answers the reply too, and hands over the moment a human is needed.
- Runs per source, in the order you set
- Sent from the assigned agent's own WhatsApp number
- The customer replies into the same inbox you already use
See every dollar in flight.
A drag-and-drop board with stage probabilities, age-in-stage, and forecast totals. Open a card for the full contact timeline without leaving the board.
- Forecasts roll up by agent, source, or area
- Alerts when a deal sits too long in a stage
- Read-only views for owners and admins
Up and running before lunch.
No 90-day onboarding and no paid migration package — connect your data, pick a few defaults, and start working leads the same afternoon.
Connect your sources
Plug in Zillow, Realtor.com, Meta Ads, your IDX site, or any webhook. Follow Up Boss and kvCore migrate in a click.
Set the rules once
Decide who gets which leads, when the first text goes out, and what the follow-up cadence looks like for buyers and sellers.
Work the conversations
Your team sees only what needs them. Routing and AI drafts handle the rest, so the day starts with a clear next step.
Pick a plan that fits.
Every plan includes a 14-day free trial — cancel anytime. Plans and features are set by your account super-admin and reflect what's actually included.
Answers, before you ask.
More questions? Talk to a human.
Ready to run a smarter book?
Try every feature free for 14 days, or take a 20-minute walkthrough. Cancel anytime — your data is always yours.