Real estate
The First Agent to Call Gets the Showing.A real estate CRM with dialer, texting and lead routing built in.
A portal inquiry lands with several agents at once. Adoptiv starts the call while the buyer is still on the listing, texts from the same number if nobody picks up, and records which portal the lead came from. Every call, text and showing note stays on one record.
- Speed to lead, built in
- A rotation that remembers
- One office do-not-call list
How a call moves through it
- A portal inquiry landsHanded over the moment it is sent
- Your ISA desk ringsAnd the buyer is dialed from a local number
- No answerA text follows from the same numberThe buyer answersConnected with the inquiry on screen
- Showing bookedStraight onto the agent’s calendar
What Goes Wrong Today, and What Changes.
Today
A portal inquiry isn’t yours alone. The same buyer goes to several agents, and the first to reach them gets the showing.
With Adoptiv
The inquiry starts the call the moment your portal hands it over: the flow rings your ISA desk and dials the buyer from a local number. No answer? A text follows from that number.
Call flowsToday
Inquiries peak on Sunday evening, when the whole office is out at showings.
With Adoptiv
After hours, calls go to a duty schedule instead of a mailbox, and callers can take a callback rather than hold. The duty agent replies from the office number.
CallbacksToday
Floor time runs off a whiteboard: the agent at a showing loses their turn, and nobody can prove the rotation.
With Adoptiv
Round robin remembers where it left off, so being out at a showing doesn’t cost an agent their turn. Priority order can put a listing agent first on their own listings.
Ring strategiesToday
Expired and FSBO calling is a morning of answering machines, and a past seller’s opt-out left with the agent who took it.
With Adoptiv
An opt-out recorded once sits on the office’s own do-not-call list, and screening checks it and the federal list before any number is dialed.
Compliance screeningFrom Inquiry to Showing in Three Steps.
Connect Your Lead Sources
Send portal and website inquiries in by webhook, each tagged with where it came from.
Set the Rotation
Choose round robin or priority for each team, and where calls go when the office is closed.
Call, Text and Book
Agents reach buyers fast, text when they don’t pick up, and book the showing on their Google Calendar.
A Real Estate CRM with Dialer, Texting and Routing Built In.
A real estate CRM with dialer keeps every buyer, seller and prospect on one record and makes the calls from it, so agents spend their time talking rather than copying numbers into a phone. Adoptiv adds a real estate phone system for inbound calls and texting on the same numbers.
Speed to lead in real estate decides portal inquiries. When one arrives, a call flow rings your ISA desk and dials the buyer from a local number. If nobody picks up, real estate texting takes over: a text follows from the same number, and the reply lands on the record in the SMS inbox. A showing booked on the call goes straight onto the agent’s Google Calendar.
Round robin lead distribution runs on ring strategies: the rotation remembers where it left off, so an agent at a showing keeps their turn, and priority order can put a listing agent first on their own listings. A team lead can whisper to a real estate ISA mid-call.
For expired and FSBO calling, the real estate dialer works prospecting lists on Dialer Plus, and compliance screening checks the federal Do Not Call list and your office’s own list before every dial. An opt-out recorded once outlives the agent who took it.
A Real Estate Phone System, Inside Your CRM.
For Agents and Teams That Win on Speed.
A Real Estate CRM with Dialer vs a Cell Phone and a Whiteboard.
| What | A portal app, a cell phone and a whiteboard | With Adoptiv |
|---|---|---|
| New inquiry | A portal app, a cell phone and a whiteboard: Called when an agent sees it | With Adoptiv: Called the moment the portal hands it over |
| No answer | A portal app, a cell phone and a whiteboard: A voicemail, maybe | With Adoptiv: A text from the same number |
| Floor time | A portal app, a cell phone and a whiteboard: A whiteboard nobody can prove | With Adoptiv: A round robin that remembers |
| Opt-outs | A portal app, a cell phone and a whiteboard: Leave with the agent who took them | With Adoptiv: On the office’s do-not-call list for good |
| Showings | A portal app, a cell phone and a whiteboard: Typed into a calendar later | With Adoptiv: Booked on the call, onto Google Calendar |
Your Questions, Answered.
What is a real estate CRM with dialer?
A CRM for agents and teams with calling built in: leads, calls, texts and showings on one record, and a dialer to work inquiries and prospecting lists. Adoptiv also routes inbound calls and texts on the same numbers.
How does Adoptiv help with speed to lead?
A new inquiry can start a call flow the moment it arrives: it rings your desk and dials the buyer from a local number, and a text follows if nobody answers.
Can I text my expired and FSBO lists?
Not as a texting list. Prospecting numbers are for calls: marketing texts need prior written consent, which a number from an expired or FSBO listing does not give you. Texting a buyer who just asked about a property is a reply to their inquiry. This is general information, not legal advice; check with your own counsel.
Is there a real estate dialer for prospecting?
Yes. Power, predictive and preview dialing with voicemail detection are live on Dialer Plus and Enterprise, with every number screened before it is dialed. Dialer minutes are billed per minute from your wallet.
Does Adoptiv work with my current CRM or showing tools?
There is no built-in connector to other real estate CRMs or showing tools yet. Portal leads come in by webhook or import, and Adoptiv keeps the calls, texts and outcomes on its own record.
What is round robin lead distribution?
Handing new leads and calls to agents in turn. Adoptiv’s round robin remembers who was last, even after a restart, so nobody loses their place by being out at a showing.
Can an ISA team work leads for the whole office?
Yes. Inquiries ring the ISA desk, every call and text lands on the lead’s record, and a team lead can listen in or whisper to an ISA mid-call.
Can I see which portal a lead came from?
Yes. Each lead carries its source, and a number per campaign shows which one a call came in on. Numbers are per campaign, not per listing or flyer.
What happens after a showing call?
Call summaries and follow-up extraction pull the callbacks and meetings off the call for an agent to accept, and the outcome code starts the seller update.
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