← All modules

The contact record fills itself in while you work

AgentFlow is the CRM designed around how an agency really works: calls, enquiries, appointments and opportunities settle on the right contact by themselves. Nobody has to remember to update anything.

Book a demo Request a quote
Mario Rossi
Contact · CON1086412 · Rome
buyer seller historic centre
9
activities
2
appts.
2
enquiries
2
opps.
Call logged by the switchboard, transferred to Dario Casa
today, 09:58
Automatic reminder: follow-up in 30 days
scheduled

A database that keeps itself tidy

Contacts, mandates, opportunities

A single record links people, properties and deals: wherever you come in, you see the whole story.

Categories and tags

Segment the database the way you think (area, property type, buying stage) and reuse it for every campaign.

Activities with a mandatory outcome

Every contact closes with an outcome: no leads left hanging without anyone noticing.

Recurring dates and reminders

Completion date, birthday, mandate expiry: the CRM reminds you when it's the right time to get in touch.

Automatic deduplication

An engine works in the background and merges records of the same client: no duplicates to clean up by hand.

Built mobile-first

We know an agent works from their phone 90% of the day: every feature on the PC exists identically in the app.

Four areas of work

A CRM that improves operations every day

WhatsApp Marketing

Plan WhatsApp campaigns and sequences straight from the CRM, linked to your number: included in the subscription, no extra bundles.

Connected switchboard

Connect the agency switchboard and every call creates or updates the record by itself, without going through the front office.

Social capital

Log activities with the agent's friends and acquaintances in a moment: the personal network becomes tracked work.

Private sellers

Work leads from people selling without an agency before anyone else, with the rest of the team synced on the same lead.

It integrates with what you already use
Google Drive Google Calendar Gmail Meta (Facebook/Instagram) WhatsApp Telegram
Live

A morning at the agency, with nobody typing into the CRM

This is the activity log of contact Mario Rossi while calls, portals and calendar do the work. Hover to pause the scrolling.

Activity log
1 events
Incoming call from the switchboard: recognised as an existing contact
09:58 · switchboard
Activities on the contact
all with an outcome recorded
3
Channels merged
phone, portals, app, AI
1
Minutes of data entry
nobody spent them
0
Nobody opened the CRM to write these lines: they come from the switchboard, portals, agent app and Klaila.
AgentFlow CRM contact record
Teamwork

Comments, shared notes and history log

The agency owner sees who did what and when, the agent finds the context without asking around. When a team member leaves the agency, the client relationship stays in-house.

Discover the Klaila AI assistant →
Any questions?

The questions we're asked most often

Yes. AgentFlow is built mobile-first: we know a real estate agent works from their phone for most of the day, so every feature available on the PC exists identically in the app.

A deduplication engine works in the background and merges records that belong to the same client. Privacy levels are set as you prefer: personal data or data shared at team/agency level.

Yes, statistics and reports are generated instantly right in the platform, with no need to export files.

Yes: the CRM connects to the phone switchboard and marketing campaigns to create records automatically, with no manual entry.

No, they are included in the subscription: no separate bundle and no surprises on the invoice for messages sent.

We bring your current database with us

Migration handled by your account manager: contacts, properties and history arrive already mapped to your fields.

Book a demo Request a quote