Client Intelligence

Your CRM stores contacts. TOTAL AGENT™ understands them.

TOTAL AGENT™ watches the relationships in your business, understands what's happening, keeps the CRM current, knows who needs attention — and helps determine what should happen next.

from $199/mo
No contracts 5-day free trial
01The opportunity

There’s business hiding in your database. Let TOTAL AGENT™ find what needs you.

28%of the typical REALTOR®’s 2025 business came from repeat clients
+ 22%came through referrals from past clients
= 50%half of the typical REALTOR®’s business — from relationships already in the database†

†NAR 2026 Member Profile (2025 data): typical REALTOR® earned 28% of business from repeat clients and 22% through referrals from past clients. Source describes business origin, not database transaction rates.

Your existing database

Future buyersPast clientsSphereDormant opportunitiesGoing coldPeople who should simply wait
Wait · most of the database, most days
Wake · "spring" just got close
Needs attention · surfaced before forgotten

Your new leads — at the same time

New lead · 10:42 AM
AGENTA · for youHigh attention · fast response · continued nurture
Criteria understood · appointment offered

It works both. The business coming in, and the business already sitting there.

You don’t need to work 1,000 people today. You need to know which 12 matter.

Counts illustrative — your numbers depend on your database.

Powered by AGENTA. Experienced as you.Clients see your business — your name, your number, natural conversation with real context. Not a bot persona. The intelligence stays behind the scenes.

Model your own database

Contacts in your database
Average home price
Average commission %
Personalized follow-up captures ~10% of the transacting pool. A templated drip CRM captures ~1%. Illustrative assumptions.
~70–100of your contacts
may transact this year*
With TOTAL AGENT™ · personalized~7–10closings · $87,500–$125,000 modeled GCI
Templated CRM · generic drips~1closings · $8,750–$12,500 modeled GCI
The modeled difference+$78,750–$113,000what generic follow-up leaves behind. One more closing is worth $12,500 — Client Intelligence at your size is $1,727.89/yr.
The question isn’t whether the database will transact. It’s how much of it will transact with you.

*Illustrative database opportunity — not a guarantee or projection of TOTAL AGENT™ results. The 7–10% annual transaction range reflects published industry benchmarks (upper bound per Fello’s published ~10% figure). Capture shares are your own modeling assumptions; the templated-CRM comparison is illustrative. Individual databases and markets vary.

What you actually get

One subscription. A lot more than a CRM.

Every Client Intelligence plan is the full ecosystem — capacity is the only thing that changes.

Intelligence

  • Self-Updating CRM
  • Conversation Intelligence
  • Call-to-CRM Intelligence
  • Email Intelligence & Drafting
  • Intelligent Database Import

Relationships

  • AGENTA Relationship Management
  • Intelligent Speed-to-Lead
  • AGENTA Web
  • Intelligent Appointment Management

Channels

  • Business Phone Number
  • Calling + Voicemail
  • SMS
  • Connected Email

Control

  • Suggest & Approve
  • Autonomous
  • Steer
Intelligent Speed-to-Lead

Respond immediately. Keep following up intelligently.

TOTAL AGENT™ does.

And it doesn't stop after the first reply — the relationship keeps being understood and worked toward the next step.

New lead
Sarah Mitchell · buyer inquiry · 11:47 PM
Contact created
Buyer · source captured · organized
AGENTA starts the conversation
Is 4127 Bayshore Dr still available? We're pre-approved.
AGENTA · for youIt is — congrats on the pre-approval! Thursday evening or Saturday morning for a look?
Intelligence builds
Pre-approved · timeline forming · preferences noted
Follow-up continues
Objective: appointment · then an active relationship
Call-to-CRM Intelligence

Finish the call. Your CRM is already updating.

Transcript → summary → intelligence → CRM → tasks and next actions. Hang up — the relationship record keeps up.

MW
Marcus Webb
Call ended · 12:14
Transcript savedAUTO
Summary writtenAUTO
Budget updated → $850KAUTO
Timeline updated → before DecemberAUTO
Task recognized → send listings tonightAUTO
Follow-up recognized → FridayAUTO
Illustrative call data
Conversation Intelligence

Every conversation makes your database smarter.

Calls, texts, connected email and web interactions contribute to what TOTAL AGENT™ understands about the relationship — facts, context, follow-up state and next actions where the pipelines support it.

Call · 12 min · transcribed & summarized
Text · "Can we push Friday to 4?"
Voicemail · transcribed, intent recognized
Email · "Loved the second one…"
MW
Marcus Webb
One record · every channel · your business number
Call · budget → $850KMon
Text · Friday moved to 4 PMTue
Voicemail · wants the garage specsWed
Email · showing request · this weekendThu
Context carriedAGENTA knows the whole story — no matter which channel it arrived on.
02A point of view

Drip campaigns treat everyone the same. Your clients aren’t.

A lead who came in this morning shouldn’t be treated like someone buying next spring. An active client shouldn’t be treated like a cold lead. And a past client doesn’t need another "just checking in" because a timer went off.

The old way · a sequence

EnrollContact enters campaign
Day 1Email
Day 3Text
Day 7Email
Day 14"Just checking in…"
Day 30Another automated message
ContactSequenceTimerMessage

TOTAL AGENT™ · a relationship

Person
Context — what they said, calls, texts, timeline, your Steer
Current relationship state
What does this person actually need?
Next move
Wait
What they told youTheir timelineGoals & preferencesRecent calls & textsAppointmentsRelationship stageYour Steer instructionsWhether they responded

The relationship determines the follow-up. Not a prebuilt sequence.

A campaign knows what day it is. AGENTA knows the relationship.

AGENTA nurtures the relationship. Not the sequence.

Honestly: if you’re looking for another CRM that puts everyone on the same drip campaign, TOTAL AGENT™ probably isn’t for you.

03Relationship intelligence

Most CRMs wait for you. TOTAL AGENT™ knows what should happen next.

Not sequences. Not drips. AGENTA follows each relationship — who they are, what they said, when they may move — and changes its behavior as the relationship changes.

JT
Jordan Tate
AutonomousHigh attention
A new lead gets the most attention — because the opportunity is happening now.
Lead arrives. Contact created, context understood.
AGENTA responds and starts the conversation.
No reply? Follow-up continues — more frequent early in the relationship.
"We need a 3-car garage" — criteria learned, relationship updated.
Every move works toward an appointment.
MW
Marcus Webb
Suggest & ApproveAgent-led
When you take over, AGENTA doesn’t turn off. It prepares — you approve.
Appointment booked — the relationship becomes Active.
AGENTA steps back to Suggest & Approve on its own.
Calls and texts keep updating the record — budget, timeline, promises.
Next moves prepared with context. You approve, edit, or skip.
AL
Amara Lee
WaitingQuiet on purpose
Sometimes the smartest follow-up is knowing when to wait.
"We’re probably not moving until next spring."
Timeline understood — state set to Waiting.
The relationship goes quiet. Nothing is sent.
Spring approaches — AGENTA wakes the relationship.
Re-evaluates what changed, then suggests the next move.
RD
Robert Diaz
WatchingMonitored
Quiet doesn’t mean forgotten. TOTAL AGENT™ doesn’t need to message everyone to be working for you.
Closed in 2023 — relationship Healthy.
Watched and understood. No proactive contact.
Nothing needs to happen — so nothing does.
A meaningful change → Needs Attention → you decide.
KP
Kim Park
Needs attentionFlagged for you
Going cold gets caught early — not discovered next year.
Replies slowing — drift recognized.
Surfaced to you before she’s forgotten.
Re-engagement prepared — approve, edit, or skip.

AGENTA’s job isn’t to message more. It’s to know what the relationship needs.

Your database, alive

There’s business sitting inside your database. Your CRM just doesn’t know it.

1,000 contacts · alphabetical · waiting on your memory
23Need attention
61Active
147Waiting
512Healthy
9Do not contact
Illustrative demo data
More of the right follow-up.
Less of the annoying follow-up.
More relationships resurfaced.
Less business forgotten inside the CRM.

Give more of the business already in your database a chance to close. And TOTAL AGENT™ does not blast your database — sometimes the correct next move is: wait. Knowing when not to follow up is part of the intelligence.

A traditional CRM

  • Stores contacts
  • Records activity
  • Creates tasks
  • Waits for you to remember

TOTAL AGENT™

  • Understands relationships
  • Learns from calls and texts
  • Adjusts attention as things change
  • Knows when to wait
  • Surfaces what needs you
  • Prepares — or handles — the next move

Ready to stop updating your CRM?

Full Client Intelligence on every plan · from $199/mo · no contracts · 5-day free trial

04You stay in control · AGENTA

You decide how much control AGENTA gets.

Suggest & Approve
Prepare.
You stay in the loop

AGENTA determines the next move and prepares it. You approve, edit, or skip.

Autonomous
Handle.
Within your rules

Where you've given authority, AGENTA keeps the relationship moving — and knows when not to reach out.

Quiet, and current.

States update, facts land, promises are remembered. Outreach only happens when you start it.

RD
Robert Diaz
Past client · 2023
Watching
State current · no outreach without you
Closing anniversary · noted, not sent

Prepared, not sent.

The move, with the context that justifies it. Approve, edit, or skip.

Why nowDana's lease ends in October. She asked to revisit in the fall.
"Hi Dana — fall's coming up fast. Want me to line up a few options before the good ones go?"

Handled — within your rules.

Appropriate lead follow-up, contextual responses, appointment progression. Only where you've said so.

Is the Bayshore house still available?
AGENTA · autonomousIt is! Thursday evening or Saturday morning?
Saturday works
AGENTA · autonomousBooked — Saturday 11 AM. Confirmation on its way.

It adapts as the relationship changes: a lead on Autonomous books an appointment, becomes active — and AGENTA steps back to Suggest & Approve.

Steer

You know the relationship. Tell AGENTA how you want it handled.

No automation builder. You say it the way you'd say it to an assistant — and AGENTA runs the relationship that way.

AL
Goal · Maintain relationship Mode · Suggest & Approve Channel · Prefers calls Next review · ~6 weeks
AGENTAUnderstood. I'll keep her warm without crowding her — next suggested touch is a call in about six weeks, sooner if she reaches out.
AGENTA Web

Your website should do more than collect leads.

Website chat, lead capture, CRM/contact creation, booking slots and click-to-call on your business phone — AGENTA Web turns site visitors into relationships you can work.

  • Answers property questions instantly
  • Helps visitors search and take the next step
  • Schedules showings and books appointments
  • Lead capture, CRM contact creation and booking handoff
yourwebsite.com
New listings weekly · Serving Wellington & Palm Beach
HomeCommunitiesSignature ListingsContact
The Wellington Experts
Schedule a Tour
Do you have questions?
Call or text today — we're here to help!
(561) 555-0140
Chat
Replies instantly
Today
Hey! How can I help you today?
Can you show me homes under $850K in Wellington?
Absolutely — 14 active right now. Want the three best matches, or should we set up a showing?
Schedule a showingBook a timeRequest a call
Type your message…
Powered by TOTAL AGENT™
Relationship created in TOTAL AGENT™
Intelligent Appointment Management

From "when are you free?" to booked.

AGENTA understands availability, proposes times, books appointments, creates calendar events, reschedules and sends reminders. Conversation-context scheduling is supported where intent is clear — not a claim that every chat auto-schedules itself.

When are you free Saturday?
AGENTA · for youCarlos has 10:00 or 1:30 open — which works better?
10 works!
AGENTA · for youBooked — invite on its way.
Saturday
Your calendar
10:00 AM · Showing · Dana Ortizbooked
11:30 AM · held · buyer consult
1:30 PM · open
05Bring your database

Turn the database you already have into intelligence.

Intelligent Database Import processes contacts included with your Client Intelligence capacity — organizing, summarizing and assigning relationship states — so your database arrives understood, not just uploaded. Import capacity matches your Intelligent Contact capacity.

CRM imported · fields mapped
Contacts processed · summaries & intelligence created
Database ready · states assigned, priorities surfaced
What counts

Storage vs intelligence.

CRM storage is where contacts live. Intelligent Contacts are the relationships TOTAL AGENT™ actively watches. Import capacity matches that same Intelligent Contact capacity — it is not a second, separate quota to buy.

Stored contacts don't automatically use intelligence capacity — you choose which relationships get enrolled.

Pricing

Client Intelligence

Simple base price. Expansion only when you use it. 5-day free trial.

Annual base prices are founder-set and billed yearly. Usage-based additions remain at standard rates.

Client Intelligence
$175/mo

$2,100 billed annually

Billed monthly

  • 1,000 Intelligent Contacts
  • Self-Updating CRM
  • Call-to-CRM Intelligence
  • Email Intelligence & Drafting
  • AGENTA Relationship Management
  • Intelligent Speed-to-Lead
  • Intelligent Database Import
  • AGENTA Web
  • Intelligent Appointment Management
  • 200 intelligent calling minutes/month

+$75/mo per additional 1,500 Intelligent Contacts
Additional calling: $0.25/min

Start 5-Day Free Trial

Active managed listings and Intelligent Contacts expand automatically when usage grows. Passive CRM storage and ShowingTime discovery alone are not billable. Mid-cycle increases may be prorated.

Annual base prices are founder-set and billed yearly. Usage-based additions remain at standard rates.

Compare all plans →

Questions

Asked before buying.

Is this different from a normal CRM?
A normal CRM stores what you type into it. Client Intelligence is a Self-Updating CRM — conversations become facts, relationship context, CRM updates, follow-up state and next actions where the certified pipelines support it.
Does TOTAL AGENT™ message all 1,000 contacts?
No. Suggest & Approve requires you. Autonomous acts only where you've given authority — and knowing when not to reach out is part of the intelligence.
Can I choose who AGENTA communicates with?
Yes — authority is set per relationship: Suggest & Approve or Autonomous. Changeable any time.
What is a Client Intelligence Contact?
A relationship TOTAL AGENT™ is actively watching and understanding for you — leads, active clients, long-term prospects, sphere, past clients. CRM storage is separate; stored contacts don't automatically use intelligence capacity.
What happens when a lead becomes an active client?
TOTAL AGENT™ adapts — a lead handled autonomously can move to Suggest & Approve once the relationship becomes active and personal.
Does it turn calls into CRM updates and help with appointments?
Yes. Call-to-CRM Intelligence runs transcript → summary → intelligence → CRM → tasks/next actions. Intelligent Appointment Management understands availability, proposes times, books, reschedules and reminds — within supported scheduling flows.
Am I locked in? What if I don't like it?
Monthly plans have no contract and can be cancelled anytime. Annual plans are billed yearly with a 12-month commitment. Either way: 5-day free trial.

Your database already has opportunity in it.
TOTAL AGENT™ helps you know what to do with it.

Start Free Trial from $199/mo
No contracts 5-day free trial