# Cleo takes the busy work. You take the conversations.

> Cleo is an assistant realtors text. She remembers every client, drafts follow-ups that go when you say so, and tells you each morning who’s worth a call.

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.

**What 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.

**Watch how Cleo works.** A 69 second film. Your day buried in notifications, then the same work with Cleo: you text her in plain words, and she finds who’s worth a call, writes the email and sends it from your mailbox when you say so, books the showing, moves the deal in your CRM, checks off the task, reads the offer, saves what a client said on a call, and matches a new listing to a buyer.

**The setup.** Sign up: Register with your phone number securely. Say hi: Tap “Text Cleo” and your Messages open up. Say “Hello”. Connect: Follow Cleo’s lead on linking your mailbox, your CRM, and other apps or accounts that help you run your real estate business. First look: She takes a few minutes to understand your sphere and your business, and gets better over time.

**Why not just use ChatGPT or Claude?** 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.

**Does Cleo text or email my clients?** 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.

**Where is my data stored?** 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.

**Which CRMs does Cleo work with?** Follow Up Boss, HubSpot, Pipedrive and Attio connect directly. So do Google Sheets, Airtable and Notion. On another CRM? Send Cleo your contacts file.

**Do I need to download an app?** 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.

**What it costs.** Free for 7 days. Then $49 USD a month or $480 USD a year, and you cancel any time.