The Base Agent
Every enquiry caught, qualified, saved to your CRM and followed up, without you touching it
What it is
The base agent is the machine that runs your front desk. It sits on your own server, connected to your website, your email and a Notion CRM built for your business. Every enquiry that comes in is read, sorted, saved, answered instantly and followed up on its own. When the lead replies, that reply is captured into the CRM too, with opt-out handling, so nothing goes cold and nothing gets buried in an inbox.
Live the same day. The build takes about 15 minutes on our side, plus a short walkthrough.
Realtors and small business owners who lose leads in their inbox and their messages.
What you get
- ✓Catches every enquiry from your website and your WhatsApp
- ✓Qualifies each one and saves it to your Notion CRM
- ✓Answers instantly, in English and Spanish
- ✓Alerts you with a summary and a suggested reply
- ✓Follows up on its own when a lead goes quiet
- ✓Captures the lead reply back into the CRM, with opt-out handling
- ✓A Notion CRM built for you: realtors get the full agent system with listings, appointments and commissions, other businesses get the lean client CRM
- ✓Live in about 15 minutes on our side, plus 30 days of free support
What it doesn't include
- ✕It runs on your own always-on server, not your laptop. That is deliberate, so it keeps working when your computer is off. We set the server up with you at the lowest sensible cost
- ✕It does NOT answer your customers by voice or by message. That is the AI Receptionist, a separate product on its own invoice
- ✕Property search is not included. It is a separate paid research service
- ✕This is a one-time install, not a managed service. Ongoing care is the monthly plan
Questions about The Base Agent
Do I need technical skills?
No. We set everything up, connect your accounts and walk you through it.
Does it live on my computer?
No, and that is on purpose. It runs on its own small always-on server, so it keeps working when your laptop is shut. We set that up for you at the lowest sensible cost.
What if I only need the features already in the base agent?
Then start with the free 15-minute audit. If the base agent fixes your problem, you never need the paid assessment.
Does it answer my customers?
It catches and chases your enquiries. Holding a full conversation with a customer, by phone or message, is the AI Receptionist, a separate product.
Ready to get started?
Tell us what you need and we'll take it from there, delivered fast, no lock-in.