For Busy Realtors
Cleo is an assistant you text. She remembers every client, keeps your CRM and calendar straight, and tells you each morning who’s worth a call and why. No posts, no content, no dashboard. Just your people, and time to talk to them.
Get startedWhat Cleo does
Remembers what every client said, drafts the follow-up you meant to send, books the showing, moves the task, and plans your week around real conversations.
What Cleo doesn’t do
She won’t write your posts, fill your feed, or talk to your clients for you. Relationships are yours.
The setup
Register with your phone number securely.
Tap “Text Cleo” and your Messages open up. Say “Hello”.
Follow Cleo’s lead on linking your mailbox, your CRM, and other apps or accounts that help you run your real estate business.
She takes a few minutes to understand your sphere and your business, and gets better over time.
Questions
ChatGPT and Claude are great assistants, but you have to drive them. You open the app, explain who your client is, ask the right question, then go do the work yourself. Cleo already knows your clients from your email, your CRM and your voice notes. Every morning she texts you who to call and why, with the email already written. You don’t prompt her. You reply.
No. Cleo never contacts your clients on her own. She writes the draft and you decide. An email goes from your own inbox only after you’ve read it and said send. A text opens on your phone, ready for you to send yourself.
In Canada, in Montreal. The AI that reads it runs in the United States, like every major AI service today. We never use your data to train AI, and you can see, fix or delete anything Cleo remembers.
Follow Up Boss, HubSpot, Pipedrive and Attio connect directly. So do Google Sheets, Airtable and Notion. On another CRM? Send Cleo your contacts file.
No. Cleo lives in your text messages. There’s a web app for your settings and to see what she remembers, but most days you won’t need it.
Real estate runs on real relationships. Cleo clears everything else off your plate.
Get startedFree for 7 days. Then $49 USD a month or $480 USD a year.