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Jan 25, 2025

5 AI Tools Every Agent Team Needs to Win More Listings

Our top 5 tools to speed CMAs, follow-ups, and reviews—plus plug-and-play setups that don’t break your CRM.

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What It Does

Introduction
You don’t need twenty apps—you need five that make phones ring, schedules fill, and jobs get paid.

The Stack (What to Use & Why)

  1. Call & Lead Capture AI: Answers within seconds, gathers photos, and books slots.

  2. Quote Builder: Templates by service, auto-materials, and financing options.

  3. Dispatch & Route Optimizer: Packs routes and reduces windshield time.

  4. Job Follow-Up & Payments: Automated reminders, deposits, and final invoices.

  5. Reviews & Reputation: Text-first review requests with service-specific prompts.

Setup Tips

  • Build templates for top 10 jobs.

  • Route by zone and skill.

  • Track every lead source to booked job and gross margin.

Mistakes to Avoid

  • Letting unqualified leads eat dispatcher time.

  • One-size-fits-all messages across emergency vs. planned jobs.

  • Not collecting deposits on large jobs.

Expected Outcomes

  • +25–40% booked jobs, 10–20% faster cash collection, +30% review volume.

Final Thoughts
Simplify the stack; obsess over the handoffs.