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The desk

Follow-up done. Next appointment on the calendar. Prototype — drafts queue for approval; no live send or publish.

AgenticCRM · one desk Demo
The file

Buyer · 48h quiet

Follow-up still open

Waiting on the desk
Calendar
MonTueWedThuFri
8
9
7:30pm
Hold booked
10
11
12
Pending Approvals
0
Factory · review agent drafts
Workers Online
0
Factory · agentic back office
The four jobs
Humans in the loop
Workers

Draft and file

The hold, the CRM note, the week’s posts, the paper in the inbox. Written, queued, waiting.

Humans

Approve what leaves

The send. The post. The signature. Nothing leaves without approve — open Approvals to review drafts.

Factory desk price
Pro Retainer

$950 setup

Then $2,000/mo. Follow-up done and next appointment on the calendar. Never hours.

Premium Retainer

$1,500 setup

Then $3,500/mo. Same four jobs, fuller keep-alive. Never hours.

If the Factory number is too much, Group 1 is the door: $750 site + $40/mo. Not a Factory retainer. Not one of the 22 desks.
Desk snapshot
Contacts
1,284
Active leads
47
Prototype desk numbers — for orientation, not production SoR.
Recent activity
Upcoming tasks

Leads Management

Capture, track, and nurture potential buyers and sellers.

Hot Leads
12
↑ 3 this week
Warm Leads
28
Steady
Cold Leads
15
↓ 5 archived
NameScoreSourceStatusFollow-upAddedActions

Contacts

Manage your customer relationships.

NameCompanyPhoneStatusValueLast ContactActions

Deal Tracking

End-to-end pipeline — from first lead to closed deal. Leads auto-populate here.

In Pipeline
0
Under Contract
0
Closed / Done
0
Avg Days to Close
—
Lost Deals
0
Transaction Pipeline
Scroll horizontally to see all 11 stages →
Commission Calculator
Gross Commission$0
Your Share$0
Upcoming Deadlines

Market Comps

Comparative Market Analysis for accurate property valuations.

Step 1 — Property Lookup

Listings & Marketing

Create and manage marketing content for your listings.

Social Templates moved to Back office → Social.
AI-Powered Property Description Generator
Generated Description
Enter property details and click generate to create a compelling listing description.

Schedule & Coordination

Manage appointments, showings, and open houses.

April 2026
Upcoming Showings
Open House Registrations

Documents

Document vault, upload, and versioned create. E-signatures below.

Pending Signatures

Email

Triage + draft → Approvals. Prototype · no live send.

Prospecting & Business Development

Build and maintain your professional network.

ClientPropertyClosed DateAnniversaryBirthdayActions
Referral Sources & Tracking
Email Campaigns

Activity Log

All interactions and events across your CRM.

EventContactUserDateType

User Management

Manage accounts and permissions.

Google Sign-In Invitations
Invite users to sign in with Google and authorize Workspace integrations.
UserEmailRoleStatusGoogleLast LoginActions

OM Materials

Generated property pages and Offer Memorandums.

◧
No materials yet
Click Generate OM in the sidebar to create your first Offer Memorandum.

Admin Settings

Configure your account integrations and workspace preferences.

Google Workspace
Connect your Google account to enable Drive, Gmail, and Calendar integrations.
● Not connected — connect your Google account to enable integrations
Connected Services
Google Drive
Access and sync documents, contracts, and files from your Drive
Not Connected
Gmail
Send and receive emails directly within AgenticCRM
Not Connected
Google Calendar
Sync appointments, showings, and events with your Google Calendar
Not Connected
💾
Data Backup & Restore
All your CRM data is automatically saved to this browser. Export a backup to move data between devices or restore from a previous backup.
✅ Data is automatically saved to this browser. All changes persist across logouts and refreshes.
Export Backup
Download all your CRM data as a JSON file — contacts, leads, listings, deals, events, and more
Import Backup
Restore data from a previously exported AgenticCRM backup file
Clear All Data
Permanently delete all saved data and reset to factory defaults (cannot be undone)
Workspace Preferences
Default Notification Email
admin@autoracrm.io
CRM Timezone
America/Denver (MDT, UTC−6)
Two-Factor Authentication
Add an extra layer of security to your admin account

Workers

Named digital VAs for this Factory desk. Human RE Agent role is separate.

Active
2
Paused
0
Quarantined
0
Nia
Follow-up · loading…
Wes
Calendar + ops · loading…

Prototype · localStorage (not Hostinger MySQL SoR yet)

Tasks

VA task board — scannable in ~30 seconds. Workers only act through tasks.

Approvals

Humans in the loop. Nothing leaves without approve. No fake live send.

Loading approvals…

Versions

Snapshot history for drafts. Roll back creates a new version (append-only).

Quarantine

Kill-switch: stop work and revoke outbound. Fail closed.

Desk-wide quarantine
Cancels queued/running tasks; blocks outbound Approvals send path.

Email Templates

R-E5 · Auto-fill from client/deal/listing → draft → Approvals (not direct send).

Generate draft

Social

P0 draft queue only. First-class starters below. No live publish.

Templates
Draft queue

My Dashboard

Welcome to your personalized client portal.

Active Transactions
2
Documents to Sign
3
Upcoming Showings
1
Transaction Progress
Recent Updates

My Properties

View property matches and market analysis reports.

My Transactions

Track the progress of your active deals.

My Documents

View, download, and sign documents related to your transactions.

My Schedule

View upcoming showings and appointments.

Upcoming Events

Recommended Vendors

Trusted professionals recommended by your agent.