All features
Every feature works on your next step.
Marketing, CRM, AI follow-up, publishing and data share one record, so Elevate can plan the next step and hand it to you. Everything is below, with what’s live and what’s next.
The whole list. Marked honestly.
Available means you can use it today. Rolling out means it is turning on account by account. Early access means ask us and we turn it on. Coming soon means built and on its way.
Planned for you
Elevate reads every signal, decides the next step for each person on your team and drafts it. You approve.
See How it works
Call Sarah Mitchell
She asked what 124 Willow Ave is worth, twice this week.
Example of a planned next step. One tap and it is done.
- Next actionsAvailableSeven rules pick the next step for each person and say why. The task closes itself once it’s done.
- Approvals in one placeAvailableEvery draft waiting for you in one list. Approve, edit or discard, on the web or straight from the email.
- Handoffs with the whole storyAvailableWhen a lead is qualified you get what they want, what they asked and the next step, not just a name.
- Morning briefAvailableWho to call, what’s waiting and what changed overnight, written before you start.
- Task board and dealsAvailableTo do, doing, waiting on contact, done. Buyer and seller pipelines you can drag.
- Calendar and booking linksAvailableLeads book from your real availability, with Google, Microsoft or Zoom meeting links.
- Your rules for follow-upAvailableYour company decides when to follow up, when to leave people alone and what counts as qualified.
Cru AI
A private team of AI roles that works your database. Each one drafts for your OK first; switch it to Auto once you like its work.
See Cru AIApprove the reply to David Brooks
Quiet hours, consent and Fair Housing checked.
Example of a planned next step. One tap and it is done.
- RadarAvailableWatches every contact and home for signals: off the market, equity up, gone quiet.
- Inside SalesAvailableAnswers new leads by email, qualifies them and hands them to you. Texts and calls are coming soon.
- Marketing DirectorAvailableKeeps every contact warm with one-to-one emails, home updates and market notes.
- MatchmakerAvailableMatches new listings and price changes to the buyers they suit.
- ReputationAvailableAsks for the review and the referral at the right moment.
- Chief of StaffAvailableWrites your morning brief. Updating your CRM by text or call is coming soon.
- Ask ElevateAvailableDo anything in Elevate by asking in plain words, and get a spreadsheet or PDF back.
- ConciergeComing soonAnswers your calls when you can’t, knows who’s calling and takes the message.
- Drafts first, Auto when you sayAvailableEvery role starts by drafting for your OK. Turn one up to Auto once you trust what it writes.
- Checks on every messageAvailableQuiet hours, consent, do-not-call and Fair Housing checks run before anything goes out.
- Personas, voices and knowledgeAvailableA name, face and voice for each role, and your own documents quoted with their source.
- Seven more roles in the worksComing soonListing Coordinator, Showing Desk, Market Analyst, Offer Desk, Transaction Coordinator, Recruiter and Lender Partner.
Listing marketing
Paste a listing link. Get a storybook brochure, a landing page and posts, all capturing leads into your CRM.
See Listing marketingPublish 124 Willow Ave
The brochure, landing page and three posts are ready.
Example of a planned next step. One tap and it is done.
- Paste the listing URLAvailableOne link brings in the photos, the facts and the story of the home.
- Storybook brochuresAvailableA magazine-style brochure that turns like a book, with big photos and the story of the home. Prints too.
- Landing and thank-you pagesAvailableA listing page that captures buyers, then a thank-you page that keeps them interested.
- Ava on brochures and landing pagesAvailableAnswers buyers’ questions by voice or chat and saves the lead, with a transcript and summary.
- Ready for buyer questionsAvailablePhotos checked at import, and a bank of buyer questions with answers you verify.
- Seller reportsAvailableOne page that shows a seller the activity on their listing.
- Seller campaignsAvailableDownsizer, quick sale and home valuation campaigns, ready to run.
- Open-house sign-inAvailableA tablet sign-in form, and a follow-up that starts on its own.
- Walkthrough videoAvailableAn optional walkthrough video for the landing page and the brochure.
Homeowners and home data
Every home is a record, listed or not. Owners get a reason to come back, and you see who is getting ready to move.
See Home dataStart a nurture for three owners
Their equity passed 40% this month.
Example of a planned next step. One tap and it is done.
- Home value sitesAvailableYour own home-value website that turns curious owners into contacts.
- Homeowner dashboardsAvailableA private page for each owner with value, equity and loan, plus a cash-offer page.
- Homes as recordsAvailableValue, mortgage, tax, ownership and comps on every home, with where each fact came from.
- Choose the data you buyAvailablePick the sources and set caps for your company. Every lookup is priced in your cost log.
AI page builderEarly access
Describe the page you need and Elevate builds it with your forms wired in.
See AI page builderTwo suggestions on your page
Add the town to the title. Give the form button more contrast.
Example of a planned next step. One tap and it is done.
- Describe it, get a pageEarly accessLead pages, guides and small tools built from a chat, one to five pages, in your brand.
- Forms wired to ContactsEarly accessLeads from every page land in Contacts and can start an automation.
- Checks before you publishEarly accessSuggestions for search, speed, links, lead flow and Fair Housing wording.
- VersionsEarly accessAsk for changes in words, compare versions and publish any one of them.
Publishing and search
Your pages on your own domain with your name on them, found by search engines and AI assistants when you want them to be.
See Publishing and SEOPublish to homes.emilycarter.com
Domain verified. Search and AI are switched on.
Example of a planned next step. One tap and it is done.
- Your own domainAvailableBrochures, landing pages, seller reports and AI pages on your domain or your brokerage’s.
- White-labelled at no extra costAvailableYour name on your pages, not ours, with nothing extra to pay.
- A free web addressRolling outNo domain yet? Your pages get a free address until you add one.
- Found by search and AI assistantsAvailableTwo switches on every page, Search and AI. Your sitemap, schema and llms.txt follow them.
- Town-based addresses and titlesAvailablePage addresses and suggested titles name the town, never the street address.
- Publish on, publish offAvailableUnpublished means hidden. Pages keep their address and ask before you retire it.
- Pixels and UTMsAvailableMeta, Google, TikTok or your own pixel on every page and form.
Forms and lead capture
One form builder for every page and every website, and every lead lands in the same contact record.
See CRMCall Linda Parker back
She asked for a callback on your valuation form an hour ago.
Example of a planned next step. One tap and it is done.
- Forms for every pageAvailable16 starter templates: home value, cash offer, buyer and seller enquiries, open house and more. Multi-step, with conditions.
- Consent saved word for wordAvailableEach form keeps the exact consent wording the person agreed to.
- Invisible spam protectionAvailableAn invisible captcha, a honeypot and rate limits. Real people never see a puzzle.
- Embed anywhereAvailableA hosted page, inline on your website, in an iframe or through the API.
- Forward a lead emailAvailableForward any lead email to your private Elevate address and it becomes a contact.
- Ava on your own websiteRolling outOne line of code puts Ava on your listing pages. Interested visitors land in Contacts.
CRM and automations
Every person and every home in one place, kept current, with automations you can read in plain English.
See CRMEmail Mike Johnson
No touch in 21 days. He opened your market report twice.
Example of a planned next step. One tap and it is done.
- ContactsAvailableOne record per person from every source. Duplicates fold together. No contact limits.
- Intent score with reasonsAvailableA buyer and seller score from 0 to 100, with the reasons behind it.
- Segments and listsAvailableSegments update themselves from your filters. Lists are hand-picked.
- AutomationsAvailableStart from 14 kinds of event, with a test run before anything goes live. Text and call steps are coming soon.
- Starter recipesAvailable16 to begin with: speed to lead, open-house follow-up, gone quiet, post-close referral and more.
- Templates and AI writerAvailableEmail and text templates with merge fields, a live preview and an AI writer.
- Import and exportAvailableBring contacts in by CSV with the columns matched for you. Export whenever you like.
- Dashboards and reportsAvailableCompany and agent dashboards, leads, links, campaign reports and a weekly digest.
Email, texting and calls
Your inbox on every contact today. Texting and calling from your own numbers next, with the registration done inside Elevate.
See Phone and textingReply to Mike Johnson
He answered your email from his phone. The thread is on his record.
Example of a planned next step. One tap and it is done.
- Gmail and OutlookRolling outConnect your inbox. Email with contacts shows on their record, and you send from your own address.
- Ava conversation transcriptsAvailableEvery Ava conversation is saved with a transcript and a short summary.
- Texting and callingComing soonA local number for each office, and texts and calls from Elevate.
- Texting registration (10DLC) in the appComing soonApply for texting registration from inside Elevate and watch its status move.
- Bring your own numberComing soonMove your number in, or keep it and text from it. Show your own cell as caller ID.
- Call recordings and transcriptsComing soonRecording follows each state’s rules. A transcript, a summary and the next step as a task.
- Live call helpComing soonAnswer cards on screen while you talk.
Your AI and your other tools
Let your own AI work in Elevate, and send new leads wherever else you need them.
See Integrations- Connect ClaudeAvailableClaude and other MCP clients sign in with your Elevate account. Scopes, a spend cap and a log of every call.
- Public Zapier appAvailableSend every new lead to the other apps you use, without code.
- Calendars and meetingsAvailableGoogle Calendar, Microsoft calendars and Zoom links on every booking.
- Contacts APIAvailableRead and add contacts from your own code.
- The Now screenComing soonHandoffs, next steps, hot leads and drafts to approve, in the order they matter.
- Approve with a tapComing soonRead the draft, tap Approve, and the task moves on.
- Calls from your phoneComing soonPlace and take calls with the contact’s story on screen.
- Face ID unlockComing soonOpen Elevate with your face, not a password.
Costs and trust
Pay for the work, see every charge, and keep your account and your contacts safe.
See Transparency- A seat, then usage at costAvailable$99 a seat a month. Data, AI and phone at our cost plus 10%. No contract.
- Every charge on a receiptAvailableEach AI call and data lookup is logged and priced in your cost log.
- Budgets and alertsAvailableSet a monthly budget and get alerts as you near it.
- Done-for-you setupAvailableWe build it for you once and hand it over.
- Sign-in protectionAvailableA code when you sign in from somewhere new, an alert when it happens, and sign out everywhere.
- A log of what the AI didAvailableEvery AI decision and every connected-app call is recorded. Deletes made by a connected app can be restored.
Start with the next step.
Try Elevate on a listing of yours, or book a demo and we’ll walk through the parts you care about.