Locale.ai
Replicate the star rep's playbook throughout the company and close more business. Customize the agents based on your team's exact workflows. Fills CRM properties, creates deals, and updates info in real time based on pre-set rules. Researches companies and prospects to help you target and qualify leads better. Sends timely follow-ups to prospects and updates deal stages automatically in the CRM. Creates and sends personalized outreach based on in-depth company and prospect research. Automatically assigns leads to the right sales reps based on location, time, product specialization, etc. Creating a new pipeline to close more deals by automating CRM tasks. Engaging only with high-potential leads through detailed research and automated scoring. Automating personalized follow-ups for greater SDR productivity. Automatic meeting creation and rescheduling based on time zones. Ensuring timely follow-ups with automated emails until closure.
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Pete REI Software
Pete® REI Software is an all-in-one real estate investor CRM platform designed to help investors streamline operations from first contact through deal closing with tools tailored for the real-estate investment lifecycle; it lets users capture leads from multiple sources, track deal status and pipeline phases, automate follow-ups via email/phone/SMS workflows, and manage files including integrated e-signatures and photos all within one system. It includes a built-in phone and SMS system that eliminates the need for separate apps, real-time analytics and reporting with customizable dashboards to monitor key performance indicators and inform data-driven decisions, and scalable features that work for solo investors up to larger teams. Workflow automation reduces repetitive tasks and ensures consistent follow-ups, centralized task management enhances team collaboration, and unified communication tools help keep leads and clients engaged.
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DataVault
Know where your viewers are spending the most time, so you can follow-up strategically and close more deals. Create an organized space with custom security settings for each investor or deal stage as the deal progresses. Customize a branded experience for each account. Know your metrics, manage collaboration and satisfaction. Update your investors qualitatively and securely, with military strength information security. No more battling with e-mail attachments and version controls. Track the use of your data assets by sharing documents, content and data with clients, customers and investors with just a link. When you want to expand access to a new group, simply generate a new link and send. Define and limit accesses, set expiry dates and verify emails or domains. Gone are the days of scattered content across emails, chat messengers and forgotten accesses. Thanks to real-time analytics, you can see exactly who is viewing which content.
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Left Main
Left Main REI is a purpose-built CRM and deal-flow intelligence platform for real estate investors that combines Salesforce-based reliability, AI-powered insights, and investor-centric workflows to help teams scale, prioritize opportunities, and close more deals. It tracks leads from marketing through closing, automates follow-ups, and provides real-time alerts on motivated sellers by monitoring stress indicators and property history so users can act faster than competitors. It includes DealSignals, an AI-driven data engine that continuously scans over 100,000 property records monthly for triggers like foreclosures, tax liens, probate, expired listings, and vacancy changes, and delivers instant motivation insights. Property Sales AI automatically scores and ranks leads based on motivation signals, equity, timing, and competitor activity, so investors know which sellers to contact first, while dashboards and curated reporting help teams visualize performance.
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