Features
Everything your team keeps chasing, finally in one place.
Leads get answered. Transactions keep moving. Past clients stay warm. Reports show what needs attention. AdamationAI is built around the daily work agents and brokers already have to do.
If you are comparing the cost of another CRM seat, start with the tools AdamationAI can replace, then check the pricing and results benchmarks.
Your data stays yours
Customer data is not repurposed, resold, or turned into a generic lead database.
Independently security-reviewed
Built around Google security review expectations, scoped access, and least-privilege design.
No long-term contracts
Managed setup without trapping a small brokerage in a multi-year software bet.
From brokerages we have set up
Selected notes from teams the platform was configured for.
Tallent Co.
Colorado7 agents
"I love the system and have really appreciated the expertise behind getting it set up for our team."
Luxe Realty Group
FloridaIndie brokerage
"We had a different login for everything. Now it is one platform, set up around how we work."
Newer platform layer
The app now points people to the work that needs a human.
AdamationAI is not just storing records. It watches the lead, file, showing, document, and follow-up work around the record, then helps the agent see the next move.
That matters for small brokerages because the owner cannot be the backup brain for every lead, deadline, draft, signature, and client update.
Live workflow proof
What gets handled after launch
Needs attention
Hot leads, reply drafts, deadline issues, and follow-up nudges surface before the easy stuff.
Next best action
The system shows why something matters, what it saw, and what the agent should do next.
Signed packet filed
Completed e-sign packets land back in the file with the signed PDF and audit certificate.
Open the right record
Alerts take the agent to the lead, contact, document, showing, or deal that needs work.
Brokerage queue
4 items ready
The point is not another dashboard. It is fewer missed handoffs when everyone is busy.
Native mobile access
Your brokerage workflow now travels with the agent.
AdamationAI companion apps are approved on iOS and Android for active customer accounts. Agents can handle high-priority field work without opening the desktop workspace.
What agents see first
Store listings add credibility for prospects, but the app remains gated by an approved AdamationAI login so private customer data stays protected.
See the mobile workflowWhat makes it different
One revenue loop, not another disconnected tool.
The point is not just more AI. The point is keeping the work connected from first lead to closed deal to the next referral.
Lead
Capture and respond while intent is fresh.
Nurture
Route, score, and keep the opportunity moving.
Transaction
Turn paperwork and dates into structured deal work.
Close
Keep deadlines, stakeholders, and status visible.
Sphere
Keep the relationship active after close.
Referral
Create the next repeat or referral opportunity.
The blue stitch is the point: each workflow speaks to the next, instead of forcing agents to re-enter context across disconnected tools.
Each stage can be customized to the brokerage, agent, market, and workflow. Start in Approve mode when trust matters, then move the pieces that earn it into Auto mode.
Managed indie-brokerage revenue loop
AdamationAI connects lead, deal, document, close, sphere, and referral work so the relationship does not reset after each transaction.
Sphere is treated like pipeline
Past clients, referral partners, and warm relationships get scoring, touchpoints, and reactivation workflows instead of living in an old contact list.
Property lookup becomes listing prep
Address research, comps, CMA thinking, and listing presentation work stay connected for seller conversations.
Approve mode now, Auto mode later
AI does not need to be a black box. Start with drafts and human review, then automate the pieces that earn trust.
AI Lead Cultivation
Leads can arrive from connected website forms, forwarded alerts, imports, Gmail, and Outlook. AdamationAI prioritizes each lead, routes it to the right person, and can send the approved first email from the agent's inbox in under 60 seconds. When the lead replies, the platform shows what they want and prepares the next response for review.
- Lead score, source, response status, and next action in one view
- Agent-owned inbox replies (Gmail or Outlook) instead of generic platform email
- Reply detection with a draft ready for human approval
- Mobile alerts that open the lead needing attention
Speed to Lead
AI poweredGive new leads from connected sources a personal email reply in under 60 seconds. AI prioritizes and routes each lead, then drafts the reply or sends it automatically based on rules your team chooses.
- Lead scoring with response-time tracking
- Automatic routing based on agent availability and specialty
- Personalized auto-responses that sound like you
- A clear next action when the lead engages
Magic File AI
AI poweredUpload a contract, disclosure, inspection report, commercial lease, or LOI. AI pulls out key names, dates, prices, and terms, then prepares the transaction for a quick review.
- Supports PDFs, images, and Word documents
- Pulls out key names, dates, prices, and terms
- Keeps the original document beside the details you review
- Reads commercial leases and LOIs, including AIR CRE forms
AI Follow-Up and Reply Detection
AI poweredAI drafts personal follow-up emails for the leads your team selects. When someone replies, the conversation and a suggested response are ready for the agent to review on desktop or mobile.
- AI-drafted email sequences with human review
- Automatic reply detection and conversation summary
- Smart draft responses for agent approval
- Mobile review for hot replies and approvals
Marketing Hub
AI poweredGenerate social posts, blog articles, and marketing campaigns with AI. Schedule content across LinkedIn, Facebook, Instagram, and your blog from one dashboard.
- AI content generation for every platform
- Visual content calendar with scheduling
- Single post and campaign workflows
- Connected to LinkedIn, Facebook, Instagram, and Blog
Suggested topics start from market context, SEO keywords, and what buyers or sellers actually care about.
The same idea becomes a branded post preview, ready for review before it goes anywhere public.
Smart Automations
AI poweredAI powered automations that handle the repetitive work. Lead response, pipeline management, email intelligence, deadline reminders, marketing content, and reporting.
- Lead response and qualification automations
- Pipeline stage transitions and stale deal alerts
- Email classification and draft responses
- Deadline reminders and escalation alerts
Sphere and Referral Engine
AI poweredPast clients, vendors, neighbors, and referral partners should not disappear after closing. AdamationAI keeps your sphere visible, scored, and ready for the next right touch.
- Sphere contacts, past clients, and referrals in one working pipeline
- Relationship scoring that helps prioritize who needs attention
- Touchpoint history so follow-up has context
- Reactivation workflows built around repeat and referral business
Property Lookup to CMA and Listing Presentation
AI poweredSearch an address, review property facts and comps, then move into a seller-ready listing presentation without rebuilding the story in another tool.
- Address-first property lookup for seller conversations
- Comparable sales and property context in one workflow
- CMA and listing presentation handoff
- Branded presentation flow for listing appointments
Property Lookup pulls the seller conversation into one place before the appointment starts.
Comps, adjustments, and pricing context become an editable story the agent can stand behind.
The same prep work becomes a branded listing presentation instead of another rebuilt deck.
CRM and Pipeline
Manage every contact, track your pipeline, run campaigns, and prospect new leads. Import contacts, enroll them in nurture sequences, and watch your pipeline grow.
- Contact management with CSV import
- Visual pipeline board
- Email campaigns plus live manual texts, deadline reminders, and incoming text sync
- Prospecting tools with skip trace and equity filters
Brokerage Branding
Use your brokerage name, logo, and colors across supported agent and client pages, emails, and marketing materials.
- Custom logo, colors, and domain
- Per-organization brand settings
- Client-facing portal with your branding
- Email templates match your identity
- Role-based team access for brokers, team leads, agents, and coordinators
E-Signatures
BoldSign is built into the document workflow. Send, track, and manage e-sign requests inside the platform, then keep the completed packet and audit certificate attached to the right file.
- Send documents for signature in seconds
- Track signing status in real time
- Completed signed PDF auto-filed to the record
- BoldSign audit certificate preserved with the packet
- No additional per-signature fees
Gmail and Outlook
AI poweredOutbound email sends from the agent's actual address, Gmail or Outlook, not a generic platform address. Builds trust with leads. Better deliverability. Better response rates.
- Sends from the agent's real email address
- Secure connection to Google and Microsoft
- Better deliverability than platform emails
- Replies land in the agent's inbox naturally
B2B Prospecting
AI poweredFind local businesses, enrich the available firm context, and prepare personalized outreach for review.
- Search local businesses by category and area
- Auto-enrich with contact details and firmographics
- AI writes personalized outreach for each prospect
- Track opens, clicks, and replies
AI automations that work while you sleep.
We set up and manage the workflows. Your team chooses which ones run.
Lead Prioritization and Response
AI prioritizes new leads, routes them to the right person, and prepares or sends the first reply based on rules your team chooses.
Email Intelligence
AI reads incoming emails, classifies by urgency and topic, and drafts responses for your review.
Pipeline Management
Automatic stage transitions, stale deal alerts, and a weekly pipeline digest with AI commentary.
Deadline, Document, and Alert Routing
Configurable reminders and alerts point agents to the exact file, document, showing, or contact that needs work.
Prospecting Engine
AI identifies likely sellers from public records, expired listings, and lease expirations. Generates personalized outreach.
Marketing Content
AI generates listing descriptions, social media posts, and email campaigns from your transaction data.
How AdamationAI compares to point solutions.
Most agents piece together a CRM, a transaction coordinator (TC) service, and an inside sales agent (ISA). Here is what you get when it is all in one platform.
| Feature | AdamationAI | CRM only | TC service | ISA service |
|---|---|---|---|---|
| Transaction management | ||||
| AI document parsing | ||||
| AI lead response (sub-60s) | ||||
| Source-backed next best action | ||||
| Mobile field command center | ||||
| Built-in e-sign packet filing | ||||
| Workflow automations | ||||
| Brokerage branding | ||||
| Team management | ||||
| Compliance tracking | ||||
| Affordable, all-in-one pricing |
See it in action.
Book a demo and we will walk you through the platform with your data.
Book a strategy call