Brokerages expand AI assistants for leads, CRM and coaching

"Over the past year, I have been focusing on making our internal systems more efficient. We started with internal bookkeeping and task tracking and now we are using AI to handle lead intake, follow up and some of the marketing workflows that we have."

"Originally we set out to fix our client intake and qualification process, but we discovered that the tools we were currently using were not AI enabled enough to allow us to take advantage of all AI has to offer."

"Coming from a coding and marketing background, this task did not feel too intimidating to Laube, who said he enjoys researching new AI tools to find things that best suit the needs of his team."

"In his pursuit of increased efficiency, one of the tools Bohi uses to better manage his time is Ethica AI's VoicePilot, which he has access to through his membership with the California Association of Realtors."

Ben Laube, team leader of The Ben Laube Homes Team, focuses on improving internal systems using AI for lead intake, follow-up, and marketing workflows. His primary tools include LLMs like ChatGPT, which help build a custom CRM platform. Laube initially aimed to enhance client intake but found existing tools inadequate for AI integration. Meanwhile, Bohi utilizes Ethica AI's VoicePilot for efficient form management through voice commands, showcasing different approaches to AI in business.

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