Renora skill
CRM Concierge.
Your pipeline stays organised even when you do not have time to organise it.
CRM Concierge is one of Renora™’s skills, the quiet one that keeps the broker view running cleanly. Renora updates statuses based on activity, flags stalled deals before they go cold, and surfaces what needs your attention next. The kind of pipeline hygiene that should happen automatically, finally does.
What it does
Pipeline hygiene, automated.
- Updates deal statuses based on actual activity, not memory
- Flags stalled deals before they fall out of the pipeline
- Surfaces the next best action for every active deal
- Keeps your broker view clean without you maintaining it
- Texts you your overdue tasks each morning, and updates Zoho when you reply in plain language
- Files open-house names, business cards and spreadsheets as leads or referral partners, after you OK the list
- Catches your clients’ birthdays and hands you a ready-to-send text
New · Business card reader
Snap a business card with your phone and it’s in your CRM.
Text Renora a photo of a card from an open house or a realtor lunch, or type a list of names.
Partners sort themselves. Realtors, lawyers, financial planners and insurance agents land as referral partners. Everyone else becomes a lead. Never duplicates.
Works by text, WhatsApp, or right in Ask Renora chat.
New · Birthday texts
Never miss a client’s birthday again.
Each morning, Renora checks your book for birthdays and drafts a short, warm text for each one, in your voice and signed with your name. It waits on your Today page until you send it, edit it, or send it from your own phone.
Nothing sends without your OK. One text per client per year, and clients who have opted out are skipped. Turn it off any time in Settings.
See it on your own book.
30 minutes. We’ll show you what ReFi Maximizer flags inside a sample book, and what it would mean for yours. No slide deck unless you ask for one.
Book your discovery call →