Capture

AI Web Chat (Speed-to-Lead)
Instantly greets website visitors, answers common questions, qualifies buyers/sellers, and books time on your calendar in seconds.

Social DM Capture (FB/IG Messenger)
Facebook & Instagram DMs flow directly into your CRM with full conversation history.

SMS, WhatsApp & Email Inbound
One number/inbox for text, WhatsApp, and email—new inquiries are auto-created as contacts.

Form & Survey Builder (with AI)
Drag-and-drop pages, forms, and surveys with conditional logic, payments, analytics, and AI copy/field suggestions.

Landing Pages, Funnels & Full Websites
Spin up property pages, valuation funnels, and full sites on your domain; publish in minutes with templates and blocks.
Nurture

Visual Automation Builder
Triggers, delays, and branching across SMS, email, WhatsApp, web chat, and DMs; personalize with merge fields and behavior.

Segmentation, Lists & Tags
Build dynamic audiences by stage, source, budget, location, and engagement.

SMS, WhatsApp & Email Inbound
One number/inbox for text, WhatsApp, and email—new inquiries are auto-created as contacts.

Lead Scoring & Smart Prioritization
Auto-score contacts by actions (opens, clicks, replies, visits) to focus agents on the hottest opportunities.
Close

Buyer & Listing Pipelines (Kanban)
Drag-and-drop stages (New → Qualified → Showing → Offer → Under Contract → Closed) with activity timelines and @mentions.

AI Deal Alerts & Forecasting
Deal scoring, “at-risk” flags, and forecasting dashboards (volume, probability, expected GCI).

Proposals & Quotes
Create branded proposals/CMAs or simple quotes; track opens, comments, and acceptance.

Task Management & Time Blocking
Auto-generated checklists for disclosures/inspections, recurring tasks, and calendar-aware reminders.

Appointment Scheduling & Routing
2-way calendar sync, round-robin/skills/territory routing, confirmations, reminders, and conversational booking via chat, voice, or email.
AI Suite

AI Bot / Copilot
Drafts replies, emails, and texts; suggests next best actions; summarizes long threads.

Voice AI
Automatic callbacks for missed leads; collects info, answers FAQs, and books time.

Workflow AI (Model Actions)
Use AI inside automations for classification, enrichment, summarization, and decisioning.

Website/Funnel Builder Agent
Generate page sections, headlines, and CTAs; optimize copy for conversion.

Social Media Agent
Draft replies and posts, categorize inbound DMs, and hand off hot leads to agents.
Channels & Communications

Unified Inbox
SMS, WhatsApp, Email, Web Chat, and FB/IG DMs in one thread with internal notes, @mentions, and SLA timers.

Dialer & Call Logging
Call from the browser or app, log recordings/notes, and trigger follow-ups automatically.

Templates & Snippets
Team-ready email and text templates with variables, approvals, and performance stats.
Websites, Funnels & Data

Website / Funnel / Landing Page Builder
Themes, sections, MLS-style galleries, forms, popups, and thank-you pages; fast page speed and SEO controls.

A/B Testing & Conversion Analytics
Test headlines, forms, and CTAs; track conversion by page/variant, device, and source.

Payments & Deposits (via form)
Collect fees or deposits inside forms; sync confirmations and receipts to the contact record.
CRM & Records

Contacts, Companies & Custom Objects
Custom fields/objects for listings, transactions, vendors, or anything your workflow needs.

Activity Timeline
Every call, text, email, DM, form fill, and page view in one place.

Dashboards & Reports
Prebuilt and custom dashboards for pipeline, activities, conversion, and agent performance.
Scheduling & Calendar

2-Way Google & Outlook Sync
Always-accurate availability, buffers, travel time, and time-zone awareness.

No-Show Reduction
Confirmations, multi-channel reminders, and one-click reschedule links.
Analytics & Intelligence

Source Attribution & ROI
Tie every appointment and closed deal back to the exact ad, campaign, or channel; track CPL/CPA and revenue influence.

Conversation Analytics & Sentiment
Categorize messages, measure sentiment, and surface “stuck” threads to rescue.

Predictive Insights
Hot lead predictions, recommended next steps, and risk flags in deals and inbox.
Integrations & Extensibility

BYO Providers
Connect your own email, SMS, WhatsApp and AI credits; keep deliverability and costs predictable.

Zapier, Webhooks & API
Move data anywhere; trigger automations from external apps; build custom apps on top of Keyvera.

Calendar/Email/CRM Connectors
Easy connections for the tools your office already uses.
Security, Admin & Brand

Role-Based Access & Audit Logs
Fine-grained permissions for agents, TCs, and admins.

SOC 2–style practices & GDPR-friendly tools
Encryption in transit/at rest, consent capture, opt-out management, quiet hours.

Your Branding & Domain
Custom logo/colors, links, and domains for pages, forms, and email sending.
Onboarding & Support

Concierge Migration
CSV import, field mapping, de-dupe help, and list warming.

Templates & Playbooks
Real-estate snapshots, campaigns, and funnels you can launch
Day 1.

Fast Human Support
Live chat/email, onboarding calls, and office hours.