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Active clients
Current buyer and tenant records
CRM and operationsReal estate CRM that turns follow-up into an operating system.
Estafy CRM brings clients, leads, listings, tasks, calendar, documents and team ownership into one operating layer. Core establishes the daily workflow; Growth adds WhatsApp Assistant inside CRM; Executive adds AI Secretary for owner summaries and natural language actions.
Direct answer
Estafy CRM is a real estate operations platform for client, lead, listing, task, calendar, document and team follow-up. WhatsApp Assistant is included in Growth and Executive. AI Secretary is included only in Executive. AI Studio is a separate application with a separate credit wallet.
Demo product view
Listing
Active record and connected document flow
Task
Agent responsibility and calendar
Report
Office workload and follow-up visibility
Live operations view
Clients, listings and leads at a glance.
Aggregated office indicators · No client activity feed
64
Active listings
Published rental and sale inventory
27
Open leads
Requests waiting in the sales flow
12
Tasks today
Office task workload
5
Scheduled showings
Confirmed calendar entries
9
Active tenancies
Ongoing tenant records
38
Connected documents
Files linked to CRM records
7
Active agents
Users in this office workspace
What is it?
A CRM application that connects real estate clients, listings, leads, tasks, calendar and documents in one office workflow.
Who is it for?
Real estate teams that want follow-ups out of personal phones and scattered spreadsheets, and into a shared office system.
How does it work?
Records are tied to agents, status, dates and next actions. Growth and Executive add CRM-native AI features.
Which plan?
The demo presents the Core workflow; Core sets the base CRM workflow, Growth adds WhatsApp Assistant, and Executive adds AI Secretary.
How is data handled?
Every real estate office works in an independent, isolated CRM workspace. One office cannot see another office's clients, listings, tasks or documents.
Features
A fast-scannable scope
Client, lead and listing tracking
Task, calendar and team ownership
Document and connected Google Drive archive flow
Dashboard and basic reports
Users and role management
Excel/CSV import
WhatsApp Assistant in Growth
AI Secretary in Executive
Natural language task, appointment and calendar actions
Core
Set the operating rhythm.
Estafy Core brings the base office workflow together: dashboard, listings, clients, leads, tasks, calendar, documents, mobile office, basic reports, user roles and Excel/CSV import.
Dashboard
Listings and client management
Tasks, calendar and documents
Growth
Turn WhatsApp conversations into sales work.
Estafy Growth adds WhatsApp Assistant to the Core CRM workflow. It links conversations to CRM records, creates new leads, reduces duplicate records, collects client criteria, summarizes conversations and assigns follow-up actions.
WhatsApp Assistant
Conversation summary
Task and calendar action
Executive
Understand the office throughout the day.
Estafy Executive adds AI Secretary to Growth. It gives the office owner morning, midday and evening operation summaries, highlights hot leads, waiting clients, delayed tasks and critical follow-ups, and speeds up actions through natural language commands.
AI Secretary
3 owner summaries per day
Natural language commands
FAQ
Short answers
What does Estafy CRM do?
It makes clients, listings, leads, tasks, calendar, documents and team ownership visible in one real estate operations workflow.
Is AI Secretary a separate application?
No. AI Secretary is a feature of the Estafy Executive CRM plan.
Is WhatsApp Assistant separate from CRM?
No. WhatsApp Assistant is a CRM feature available in Estafy Growth and Executive.
Is AI Studio included in CRM?
No. AI Studio is a separate application, product family and credit wallet.