Will the AI message my leads on its own?

Only as far as your settings allow. Each category can be Off, Draft for approval or Full auto, and an agent can never go past what their team or brokerage allows.

How does texting work?

Every agent gets a local texting number. US carriers require each agent to register their own number (A2P 10DLC) before any text goes out, and VybeOS walks them through it. Consent records, quiet hours and STOP handling apply to every send.

Can I bring my contacts and history?

Yes. Contacts, tags and notes import from your current CRM, and duplicates are merged into one Client File. What history comes across depends on what your current system can export.

Win business

CRM & lead routing

One Client File per person

For brokerages, teams and agents
Included

Every client, deal and connected party, linked together.

Most CRMs keep leads, clients, transactions and vendors in separate places. In VybeOS they all connect, so the lender, title officer and other agent on a deal are one click from the client. No more digging for who is who.

One 7-stage pipeline for every side: buyer, seller, tenant, landlord and referral.
The Client File puts messages, notes, activity and deals on one screen, with an AI summary of where things stand.
6 lead-routing modes and eligibility rules, so leads only go to agents who are working.
Lead source lives on each deal, so you can see where business comes from.
Couples and families stay individual contacts and get one email or one group text.

Lead routing

How a new lead finds the right agent.

Your rules decide who gets each lead, and the log shows why it went where it did.

1

A lead arrives

From your website, a portal, an ad or a Campaign Link. The AI sales agent replies in seconds while the lead is routed.

2

Matched to a Client File

Duplicates join the existing Client File, so a past client goes back to the agent who knows them.

3

Your rules apply

Rules written as plain sentences decide who is eligible by area, price, source and property type, with caps on how many each agent takes.

4

Assigned

Round robin, weighted, first to claim or a shared pond. A simulator tests your rules before they go live.

5

Rerouted if unclaimed

If the agent doesn’t claim the lead in time, it moves to the next eligible agent automatically and the manager is alerted.

6

Logged

Every assignment is recorded with the reason, and a fairness chart shows how leads are spread across the team.

Messages & campaigns

Every conversation in one place, sent only as your rules allow.

Email, text and portal messages sit on the client's timeline next to the deal.

Connect Microsoft 365 and Google inboxes. Agents send from their own address.
Inbox sync keeps only mail to and from known clients and discards the rest.
Agents can text from their own local number, with consent, quiet hours and STOP handled.
Drip campaigns where every step is scored, and property alerts for saved searches.
AI drafts the reply. It sends on its own only where your settings allow; everything else waits for approval.

Campaigns

Drip campaigns that learn which steps get replies.

Every step gets a score that weights replies most. Write with AI drafts a campaign from the best-scoring steps in the agent's voice, and messages send on their own only where your settings allow.

Start from Vybe templates, your brokerage library or campaigns your agents share.
Consent, quiet hours and STOP handling apply to every send.

An expired-listing campaign in VybeOS: an email on day 0, a call task on day 1, a door-drop task on day 2 and an email on day 5, each with an AI-predicted score

Steps

7 steps over 21 days. Tick steps to copy just those into your own campaigns.

Add step

Step 1 · Day 0 · 9:30 AMEmail
Why {property_address} did not sell
Hi {first_name}, I looked at how {property_address} was marketed and what sold nearby while it was listed. Would a 15-minute review of what I found help?
23 sent so far
76predicted
Wait 1 day
Step 2 · Day 1 · 5:00 PMCall task
Call the owner
Lead with one fact about the market, then ask if they still want to sell.
18 created so far
72predicted
Wait 1 day
Step 3 · Day 2Task
Drop a market report at the door
Print the one-page report for their street and leave it in person.
21 created so far
74predicted
Wait 3 days
Step 4 · Day 5 · 9:30 AMEmail
Three homes that sold near you
Hi {first_name}, here is how three homes near you sold, and what they did differently. Want to talk it through?
17 sent so far
74predicted

+ 3 more steps

FAQ

Questions about the CRM.

Have another question? Ask us in a demo.

See a lead routed and worked.

We’ll route a new lead by your rules and follow it through the Client File, from the first reply to the deal.

Book a demoSee pricing

Are you an agent? Send VybeOS to your broker or team leader