Your CRM and Database

Connect the CRM you already use, and Leo helps you find the people in your database worth calling this year, with something real to say to each one. Leo works every lead, new or cold, and tells you when someone's ready to move.

Supported CRMs

Leo Pro connects with several CRMs, including Lofty, Sierra Interactive, and Follow Up Boss.  Using a different CRM? You can import your contacts with a CSV file.

Leo Pro doesn't replace your CRM. It connects to it, so Leo can nurture your contacts through AiRM.

Connect your CRM or import contacts

Connect with one of our partner CRMs, or manually upload a CSV export of your database.

Coming soon: find the people worth calling

Ask Leo: "Who in my database might sell this year?" Leo looks at the homes behind your contacts and shows you who's worth a call and why. For example:

• Someone who has owned their home for 19 years and built a lot of equity
• A client who now owns two homes and may be ready to sell one
• A homeowner whose listing expired with another agent and who still wants to sell

Then tap Start the conversations. Leo drafts outreach in your voice, and nothing goes out until you say yes.

Stay in touch for years

Leo keeps in touch in your name, so when clients are ready, they call you. For example, Leo might send a home value update to a long-time owner, a new listing that matches a buyer's saved search, or a one-year check-in after a client buys.

Coming soon: property data for every contact

Leo will match each contact to the property and ownership record behind them and keep it current. This data lives inside Leo, not in another export or vendor.