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AI Office Manager for Real Estate Capture every property inquiry

Zweelie is your AI office manager that answers property inquiries, captures buyer and seller leads, and organizes viewing requests, messages, files, and follow-ups.

Customer work for real estate agents & brokerages

A buyer calls while you are showing a home. A seller asks about listing their property while your team is meeting another client. Zweelie captures the property, purpose, and preferred next step, keeping calls, messages, notes, and viewing requests together so your team can move each conversation forward.

Built around the work of: real estate agents, brokerage owners, buyer and listing teams, real estate assistants.

When a request gets lost, the work can follow.

The customer communication problems that real estate agents & brokerages need to solve.

What's at stake

Inquiries during viewings

A prospective buyer reaches voicemail while you are with another client. The property they wanted to see and their availability can get lost before you reconnect.

Buyer details scattered

Budget, preferred areas, and viewing requests arrive across calls, texts, and notes. Your team has to reconstruct the search before the next conversation.

Seller follow-ups stall

A listing consultation request sits in one inbox while the property details sit in another. Without an assigned next step, a potential listing goes quiet.

From the first inquiry to an owned next step

Connect each inquiry with the person and information needed to move it forward.

  1. Understand the property inquiry

    Identify whether the caller is buying, selling, or already working with your team. Capture the property reference, timing, and contact preferences.

  2. Organize the next step

    Keep viewing requests and listing consultations with the relevant contact. Assign the inquiry to the right team member with the notes and files they need.

  3. Continue with shared context

    Review the conversation before the next showing or consultation. Keep property questions, documents, and follow-up reminders connected as the client relationship develops.

Capabilities

One customer history, from inquiry to follow-up

Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.

Calls and SMS

Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.

Hi, I’m interested in 18 Cedar Lane. Could I view it on Saturday afternoon?
Hi Lena, I can help with your viewing request. What time on Saturday works for you?
18 Cedar Lane viewingAssigned to Casey Morgan
Thanks, that works for me.
Casey has your request.
LB

Lena Brooks

1 call
Lena asked to view 18 Cedar Lane on Saturday afternoon. Prefers a three-bedroom home and is planning a move in the autumn. Confirm the showing time.

Opportunities

Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.

18 Cedar Lane viewing

Lena Brooks

Viewing request

Files

Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.

LB
Lena Brooks3 files
Drop files hereFiles for 18 cedar lane viewing
cedar-lane-property-brochure.pdfLena Brooks · 18 Cedar Lane viewing
Document
maple-crescent-listing-brief.pdfLena Brooks · 18 Cedar Lane viewing
Document
buyer-viewing-checklist.pdfLena Brooks · 18 Cedar Lane viewing
Document

Forms

Build an intake form around buyer, seller, or existing client, property address or listing reference, preferred area and property type. Accept relevant files and connect submissions to customer opportunities.

Alder Key RealtyAsk about a property

Tell us which property or next move you have in mind.

Form submitted
18 Cedar Lane viewing

Payments

Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.

Alder Key RealtyAmount to confirm18 Cedar Lane viewing
Customer
Lena Brooks
Status
Draft link
Review payment link

Notes

Keep your team's observations and agreed next steps attached to the customer or opportunity, ready for the next conversation.

CM

18 Cedar Lane viewing

Lena asked to view 18 Cedar Lane on Saturday afternoon. Prefers a three-bedroom home and is planning a move in the autumn. Confirm the showing time.

Lena Brooks18 Cedar Lane viewingIn progressCreated by Casey Morgan · 8:42 AM
TB

Maple Crescent listing consultation

Draft

Amir is considering selling his Maple Crescent townhouse. Requested a listing consultation next week and has a property information sheet ready.

Amir PatelMaple Crescent listing consultationOpenCreated by Taylor Brooks · 9:18 AM
Integrations

Works with the tools you already use

Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.

Don't see an integration here? We can build it.

Keep every inquiry moving

Bring buyer inquiries, seller consultations, viewing requests, and property documents into one customer history. Give each next step an owner and a reminder, so your team can continue the conversation with the details already at hand.

Zweelie brings customer communication, intake, and follow-up ownership together on web and iOS. Explore our privacy policy or talk through your workflow in a demo.

Pricing

Simple plans that grow with your business.

Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.

Small Business

$49/ month

Capture every lead with your business team.

  • 2 team members per business
  • 1 business phone line
  • 75 call minutes monthly
  • 100 text messages monthly
  • Up to 100 contacts
  • Up to 15 open or in-progress opportunities
  • Activities, contacts, opportunities, calendar, files, and notes
  • Products, services, and tax rates
Start free trial

Business

$129/ month

Handle more inquiries and keep every opportunity organized.

  • 2 team members per business
  • 1 business phone line
  • 300 call minutes monthly
  • 250 text messages monthly
  • Up to 500 contacts
  • Up to 50 open or in-progress opportunities
  • Activities, contacts, opportunities, calendar, files, and notes
  • Products, services, and tax rates
Start free trial

Business Pro

$499/ month

Automation and collaboration for the whole operation.

  • Up to 3 team members
  • 3 included business phone lines
  • High-volume calls and texts, subject to fair use
  • Unlimited contacts
  • Unlimited opportunities
  • Multiple locations
  • All products, including conversations, forms, and reports
  • Products, services, and tax rates
Start free trial

Questions from real estate agents & brokerages

Can Zweelie book property viewings automatically?

Coming soon: connected showing calendars and automatic viewing confirmations. Today, Zweelie captures the property, preferred time, and buyer details so your team can confirm availability and arrange the visit. Need this sooner? Contact us to discuss your requirements and timing.

How does Zweelie help my team follow up?

Bring buyer inquiries, seller consultations, viewing requests, and property documents into one customer history. Give each next step an owner and a reminder, so your team can continue the conversation with the details already at hand.

Can our owner and office team work from the same customer history?

Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions.

Read the guide · Real Estate Agents & Brokerages

Keep viewing inquiries linked to the right listing

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