Jarvis · AI lead management

Every lead, answered and worked from contact to close

Jarvis answers every new lead in seconds, qualifies intent and timeline, and keeps the conversation moving until it's ready for an agent. It connects with any CRM and launches in days, not months.

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Connects with any CRM, launches in days

<60s: First response
24/7: Always answering
Hot only: Routed to agents

Sarah · new buyer lead

Zillow · 12s ago

Hot

Hi Sarah! Are you looking to buy, sell, or just exploring the market?

Buying. Hoping to be in something by spring in Frisco.

Great timing. Roughly what budget should I keep in mind, and are you pre-approved yet?

Timeline: Spring Location: Frisco Budget: asking Financing: asking

The problem

Speed-to-lead wins, and most teams lose it

Leads arrive at all hours and most aren't ready for an agent yet. Reply in minutes, not hours, or they've moved on to the next name on their list. Forcing every one of those early conversations into your CRM just creates noise.

Leads go cold fast

Response time is the single biggest driver of contact rate.

Agents chase dead ends

Manual follow-up burns hours on leads that were never going to convert.

CRMs get cluttered

Early back-and-forth doesn't belong in your system of record.

How it works

A conversation cockpit in front of your CRM

Lead arrives

From a portal, ad, form, or your website. Jarvis replies in seconds, day or night.

AI qualifies

One natural question at a time: intent, timeline, budget, location, financing.

Hot lead detected

Jarvis scores temperature and recognizes buying or selling signals.

Handed to an agent

A summary, tags, and next step are synced to your CRM for human follow-up.

Connects with any CRM

Your CRM stays the source of truth

Jarvis isn't a CRM and never tries to be. It owns the live conversation, then hands clean, qualified opportunities to your CRM, exactly where your team already works. Follow Up Boss, kvCORE, Sierra, BoomTown, HubSpot, Salesforce, and more.

Matches conversations to existing CRM contacts
Writes the AI summary back as a note
Applies tags and updates status or stage
Creates follow-up tasks and routes to the right agent
Shows sync status, logs failures, and retries

Synced to your CRM Synced

AI Lead Summary:
Lead is interested in buying in the Plano / Frisco area. Budget appears to be $650K–$750K. Timeline is 3–6 months. Asked about homes with larger yards and good schools. Has not confirmed pre-approval yet. Recommend ISA follow-up to confirm financing and schedule a consultation.

Recommended next step:
Call or text within 15 minutes. Ask about lender status and preferred neighborhoods.

The workspace

Everything your team needs to trust the AI

Conversation inbox

One workspace for every live, waiting, and archived AI conversation, with status and temperature at a glance.

Instant human takeover

Any agent can take over a conversation in one click. Jarvis pauses immediately and steps back in only when you say so.

Lead temperature

Every lead is scored hot, warm, cold, or disqualified so your team spends time only where it pays off.

Qualification checklist

See exactly what's been collected (timeline, budget, location, financing) and what's still missing.

Performance analytics

Response speed, engagement, hot-lead and handoff rates, by source, so you know what's working.

Feedback loop

Flag a good or bad response and Jarvis gets better, without anyone touching a prompt.

Built for trust

Helpful assistant, never a liability

Jarvis stays on-brand and on-policy, with fair-housing and compliance guardrails built in.

Jarvis will

Respond in seconds, 24/7
Qualify without interrogating
Detect buyer, seller, renter, or investor intent
Escalate the moment a human is needed
Respect opt-outs and business rules

Jarvis won't

Pretend to be a licensed agent
Make pricing or approval guarantees
Give legal, tax, or lending advice
Over-message or message after opt-out
Route weak leads as hot

Conversations that touch legal, lending, or fair-housing-sensitive topics are flagged for human review automatically.

See it in action

Jarvis: AI Lead Management from Contact to Close

A walkthrough of Jarvis: instant lead response, real-time qualification, manual takeover, and a clean hot-lead handoff to an agent, synced to whatever CRM the team already uses.

Watch the 6:20 demo

Real Estate

Lakeside Realty Group

<60s: Avg. first response
+41%: Lead response rate
-70%: Agent time on cold leads

“Our agents stopped chasing dead leads. Jarvis hands them the ones that are actually ready.”

Read the full story

Free whitepaper

The AI Lead Management Playbook

How real estate teams respond in seconds, qualify with AI, and move every lead from first contact to close.

AI Lead Management Playbook

Ready to stop losing leads to slow follow-up?

See how Jarvis fits your workflow and your CRM. Get started or ask our concierge.

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