Real Estate Answering Service Integrations: What Works Today
Our real estate answering service integrations currently cover Google Calendar appointment booking, with CRM connections still planned. Review what reaches your inbox and dashboard, then try the demo with a buyer or seller inquiry.
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Get call summaries, dashboard records, and calendar booking
Your receptionist sends call details by email and app push, keeps records in your dashboard, and books appointments into Google Calendar. You can choose callback requests instead of booking.
- Email alerts
Receive a summary, urgency tag, transcript, and recording after each call.
- Dashboard records
Find calls, recordings, transcripts, usage, and your receptionist's settings in one place.
- Calendar booking
Let your receptionist book appointments into Google Calendar or collect callback details.
Keep reading
Your email alert gives you a starting point for the next conversation: what the caller wanted, how urgent it was, and the call record. A daily digest email helps you review the day's inquiries together.
For appointments, Google Calendar booking is available at launch. If you want to speak with a buyer before choosing a time, have your receptionist take the request for your callback. You can inspect the summary and transcript in the dashboard before contacting the caller. See the appointment booking workflow for how scheduling requests are handled.
Check the status of your real estate software
Direct connections to Follow Up Boss, BoldTrail, Lofty, Sierra Interactive, CINC, and ShowingTime are not live. Tell us which product you use and which call details you need there.
- Follow Up Boss
Enter relevant call details yourself; a direct connection is not live.
- BoldTrail and Lofty
Use the call summary for manual entry into your chosen system.
- Other agent software
Sierra Interactive, CINC, and ShowingTime have no direct connection at launch.
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Our status is the same for each product listed here: you can use its existing tools alongside your receptionist, but we do not send call records directly into it. BoldTrail includes the product name agents may know as kvCORE.
When you contact [email protected], name your software and describe the step you want to remove. For example, explain whether you need a new contact record or a note added after an existing client calls. Direct connections are planned according to demand. Choose based on today's email, dashboard, and calendar features; no CRM connection date is promised.
Move call details into your existing workflow
Review the incoming summary, check the transcript when needed, and enter relevant details into your own software. Decide who handles that step before forwarding your business calls.
- Assign message review
Choose who checks incoming summaries while you are out showing homes.
- Keep useful context
Enter the property, request, and callback details your team needs.
- Review urgent inquiries
Use the urgency tag to decide which caller needs your attention first.
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A yard sign caller may give a property address, a callback number, and a preferred time to talk. Review that information in the call record, then add the relevant details to the contact or task you maintain in your software.
Keep the difference between a request and an appointment clear. If your receptionist collected a preferred showing time for your callback, you still need to handle that request. If you enabled Google Calendar booking, check the appointment there. Try a specific property inquiry in the browser call demonstration to see the information you would review.
Tell us which connection would help your team
Demand guides which direct software connections we plan. Your most useful request names the product, the information you would move, and the manual task it would replace.
- Name your software
Tell us the product your agents use for contacts and follow-up.
- Describe the handoff
Explain which caller details you currently enter after reviewing a message.
- Explain the task
Show where a direct connection would reduce repeated work for your team.
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Requests help us understand which connection would solve a recurring task for an agent or team. A product name is useful; the action you want is more useful. Tell us whether your difficulty is creating contacts, updating notes, or passing a showing request to the right person.
Send that description to [email protected]. Planned connections follow demand, but a request is not a delivery commitment. Use the current service setup to assess whether the features available now fit the way you handle calls and keep records.
Quick answers
Does your receptionist send leads directly to Follow Up Boss?
A direct Follow Up Boss connection is not live. We send an email and app push alert with the call summary, urgency tag, transcript, and recording. You review the information and enter the relevant details into your own contact record or follow-up task.
Can it book appointments in Google Calendar?
Yes, your receptionist can book appointments into Google Calendar. If you prefer to speak with a caller first, it can collect the request and callback details instead. Choose that approach when a showing inquiry needs your attention before you agree on the next step.
How do I get messages while I am showing a property?
Call alerts arrive by email and app push notification, with a daily digest email for review. Each alert includes a summary, urgency tag, transcript, and recording. You can also open the dashboard to read the conversation and decide what you need to do next.
Can I use the receptionist with BoldTrail, Lofty, or Sierra Interactive?
You can keep using your chosen real estate software while your receptionist answers forwarded calls. There is no direct connection to BoldTrail, Lofty, or Sierra Interactive at launch. Review the call summary and enter the relevant information yourself, or assign that work to someone on your team.
How do I request a connection for my team's software?
Email [email protected] with the software name and the task you want it to handle. Describe the call details you currently enter and where they belong. We plan direct connections according to demand, so that context helps explain what your team needs.
Try a call before changing your workflow
Use the browser demo without signing up. Ask about a property, hear the intake questions, then request a free trial to set up your own receptionist.