Real estate CRM · AI receptionist included

Nail every follow-up.

We answer your phone 24/7 with an AI receptionist, pull every IDX website lead into your CRM automatically, and write the lead activity to the contact for you. Built so agents spend their day on conversations, not data entry.

  • Answers calls 24/7
  • Website leads sync about every 15 min
  • US only, early access

Lead score Sample data

78

Warm inbound · property inquiry · illustrative only

AI call summary Sample data

Caller asked about3BR near parks
Address confirmedRead back OK
Next stepAgent callback

Live pipeline Sample data

New website leads12 today
AI calls answered9
Notes written9
  • Built by Triadic SoftwareDesigned and engineered in Kentucky
  • US only for nowEarly access for brokerages and teams
  • AI receptionist includedOn a real phone number, 24/7
  • Clavo CRM built inContacts, pipeline and notes in one place

Why leads go cold

The real estate CRM that never lets a lead go cold.

Most follow-up doesn’t fail because agents don’t care. It fails in the gaps between a ringing phone, a website form, and a CRM nobody has time to update.

01

The call nobody picked up

Agents are with clients, driving, or off for the night. The caller hangs up and dials the next name on the list.

02

The website lead nobody saw

Registrations land in one place, the CRM lives in another, and someone has to copy them over by hand.

03

The note nobody wrote

What did the caller ask? What did they save? Without notes, the next conversation starts from zero.

Modern home exterior on a bright day.
We close the gaps: calls are answered, website leads arrive in the CRM on their own, and the activity is written down for you.

Features

Less CRM busywork. More closings.

Here is what Clavo does today, what is launching now, and what is on the way. Each card is labeled so you know exactly where it stands.

LiveLaunchingComing soon

Live today

AI receptionist, 24/7

Live

Answers your real phone number around the clock in a natural voice, so no caller reaches a dead end.

Answers caller questions instantly

Live

Live lookups during the call. The AI cleans up and reads back the address to confirm it, or takes an MLS #, then answers on the spot.

Transfers and voicemail detection

Live

Hands callers to your main line, and detects voicemail so a machine never counts as an answer.

IDX website leads, auto-synced

Live

New registrations from your IDX website arrive in the CRM as new contacts about every 15 minutes, with no manual step.

Lead activity as CRM notes

Live

Saved properties, saved searches, the search digest, and lead details are written to the contact as notes, so agents see what each lead cares about.

Website form straight to the CRM

Live

Your website lead form drops contacts directly into the CRM. No inbox to check, nothing to re-type.

Pipeline stage and tags, set for you

Live

Synced leads get their pipeline stage and tags automatically, so lists and follow-up start organized.

Connected from day one

Live

Your IDX listings feed, built-in address checking, and Clavo Voice calling, all inside Clavo CRM.

Call recordings and transcripts

Launching

Every AI call recorded and transcribed on the contact, with an automatic “Property discussed” note and ai-call / property-inquiry tags.

Coming soon

Coming soon

Transfer to a specific agent

Route callers to the right person through an agent directory.

Coming soon

Lists & Power Dial

Work a call list back-to-back without hunting for numbers.

Coming soon

Browser dialer

Call from the browser, logged to the contact.

Coming soon

Two-way texting

Text conversations kept on the lead’s record.

Coming soon

AI website chat

The receptionist’s helpfulness, on your website.

Coming soon

“Call me about this” button

Visitors ask for a call in one click.

Coming soon

Speed-to-lead AI calls

Outbound AI calls to new leads, with consent, DNC, and calling-window rules built in.

Coming soon

Agent & broker-admin dashboard

A simple workspace for agents and an admin console for brokers. Shown on this page as a design preview.

Agent · Today
Design preview Design preview of the agent Today screen: tasks due, new leads, missed calls, and recent AI receptionist calls.
Design preview, coming soon: the agent “Today” view. Example data only.
Agent · Lead
Design preview Design preview of a lead record showing the AI call summary, CRM note, next step, and saved searches.
Design preview, coming soon: a lead record with call summary and notes. Example data only.

AI receptionist

Every lead, nailed down.

Our receptionist lives on a real phone number. It picks up every time, day or night, and makes sure the caller leaves with an answer and your team leaves with a record.

  1. Answers in a natural voice, 24/7 Live

    Nights, weekends, and the minutes you’re on another call.

  2. Confirms what the caller is asking about Live

    Cleans up the address and reads it back to confirm, or takes an MLS #.

  3. Answers caller questions instantly Live

    A live, per-request lookup during the call, so callers aren’t told to wait for a callback.

  4. Transfers to your main line Live

    With voicemail detection, so a machine never counts as a human answer.

  5. Writes it all to the contact Launching

    Recording, transcript, an automatic “Property discussed” note, and ai-call / property-inquiry tags.

  6. Rings the right agent directly Coming soon

    Transfers to a specific agent through the agent directory.

Call-recording consent rules vary by state. We’ll walk through disclosure settings with you before go-live.

Admin · AI receptionist
Design preview Design preview of the AI receptionist settings: greeting, recording disclosure, and transfer rules.
Design preview: receptionist settings in the upcoming broker-admin console. Agent-directory transfer shown is coming soon. Example data only.
Agent · AI call results
Design preview Design preview of an AI call result: the call summary, transcript with address confirmation, and the follow-up actions.
Design preview: one call, start to finish: summary, transcript, and what happened next. Example data only.

Pricing

Pricing that fits your office. Just ask.

We’re setting Clavo pricing with our early-access brokerages and teams, so we don’t publish a number yet. Contact us for pricing and we’ll walk you through what fits your office.

Included in Clavo

  • AI receptionist on a real phone number, 24/7
  • Clavo CRM: contacts, pipeline and notes in one place
  • IDX website leads synced into the CRM
  • Lead activity written to the contact as notes

The AI receptionist is part of Clavo, not a separate product.

FAQ

Straight answers.

Still deciding? Book a demo and ask us anything.

Is Clavo available now?

Clavo is in early access for brokerages and teams in the United States. Book a demo and we’ll tell you where things stand for your setup.

How much does Clavo cost?

Pricing isn’t set yet. Contact us and we’ll share it as soon as it’s final. We won’t publish a number we can’t stand behind.

What works today, and what’s coming?

Live today: the 24/7 AI receptionist on a real phone number, instant answers to caller questions, transfers to your main line with voicemail detection, IDX website lead sync about every 15 minutes, lead activity written as CRM notes, website-form-to-CRM, and automatic pipeline stage and tags. Call recordings and transcripts on the contact are launching now. Everything marked “Coming soon” on this page is not available yet.

Will the AI receptionist record calls?

Call recordings and transcripts synced to the contact are launching now. Recording-consent rules differ by state, so we’ll set up the disclosure the receptionist plays with you.

Which website and IDX setups does it work with?

Today Clavo syncs leads from supported IDX websites and from your website lead form. Ask us during your demo whether your setup is supported.

Can Clavo text or call leads for me?

Not yet. Two-way texting and outbound speed-to-lead AI calls are coming soon. Outbound calling will include consent, Do Not Call, and calling-window rules.

Why is it called Clavo?

Clavo is Spanish for “nail.” It’s a reminder of the job: nail every follow-up, and don’t let a lead slip.

Close more. Chase less.

See the AI receptionist answer a call and drop a lead into your CRM, live, in a short demo.