the crm · listens, learns, acts
A CRM that doesmore than remember names.
Most agent CRMs are a database with a calendar bolted on. Alma's CRM listens to every call, reads every text, and turns the conversation into the next action — automatically.
how the crm earns its keep
Total lead ownershipYour contacts are yours. Period. We don't recycle leads to other agents on the platform. Ever.
Proactive nurtureAlma works each contact on a personalized cadence — text, email, WhatsApp — and you see the whole thread, not just a summary.
Every conversation turns into an actionA 'send me the floor plan' becomes a task. A 'we're moving to Tamarindo' becomes a saved search. The CRM updates itself.
Automation that saves hoursCMA generation, showing scheduling, follow-up sequences, anniversary touches — set the goal once, Alma keeps it running.
Built for your brandWhite-label inside your brokerage. Train Alma on your scripts, your past responses, your one-pagers. She sounds like the team.
Compliance and translationAlma flags missing initials, walks you through the right contract for the state, and translates messages between EN / ES so nothing gets lost.
A 'send me the floor plan' becomes a task. A 'we're moving to Tamarindo' becomes a saved search.
The CRM updates itself from every call, every text, every chat. You stop logging notes — they're already there.
3 to 4hours per agent per week handed back
exclusiveleads stay with you — never recycled across the platform
EN + ESlanguages handled out of the box
agents ask
What agents ask about an AI-native CRM.
What is an AI-native CRM and how is it different from a traditional CRM?
An AI-native CRM is one where the AI is the runtime, not a feature. Traditional CRMs ask the agent to log the call, tag the contact, and update the deal stage by hand. An AI-native CRM listens to the call, updates the contact record automatically, and queues the next action — so the agent's job moves from logging to approving.
Does Action Agent CRM share my contacts with other agents on the platform?
No. Your contacts are exclusive to your account, scoped at the database layer. We never recycle leads or share your sphere with other agents — that's a different business model (lead aggregators), and it's not what we do. Your data stays yours.
Can I import from my current CRM (Boomtown, Follow Up Boss, KvCORE, etc.)?
Yes. We support direct import from the major real estate CRMs (Boomtown, Follow Up Boss, KvCORE, Wise Agent, Top Producer) and a generic CSV path for anything else. Most agents we onboard import their full database in under an hour during the first call. Past notes and tags come over with the contacts.
How does the CRM handle deal stages — does Alma move them automatically?
Alma proposes stage moves based on the conversation she ran (under-contract, inspection, financing, closing) and shows them to you for one-tap approval. The first few deals you'll review every move; once you trust the pattern, you flip it to auto. The CRM stays in sync with reality without anyone typing.
Is the CRM white-labeled? Can my brokerage put their brand on it?
Yes — for brokerage plans. Per-agent sites stay branded as the agent. The brokerage admin sees aggregate audit trails, compliance overlay, and team metrics under their brokerage brand. Action Agent's name only appears in the legal footer.
How does AI-native CRM compare on pricing to a traditional CRM stack?
A typical agent stack — CRM + lead aggregator + transaction tool + dialer + e-sign + email marketing — runs $400–$900 per agent per month before any AI is added. Action Agent's flat fee replaces most of that and adds AI-native voice, lead handling, and CMA generation on top — without taking a percentage of any commission.
see your own contacts in it