Inquiry
Buyer or seller calls - Receptly greets and opens the right intake path.
AI Receptionist for Real Estate
Receptly qualifies every buyer and seller inquiry 24/7 - capturing budgets, timelines, and property preferences - so your agents stay focused on showings and closings.
Lead funnel
Every inquiry becomes a qualified next step.
Receptly qualifies buyers and sellers 24/7 - then books showings and hands agents a clean brief so they stay on tours and closings.
01
02
Qualify
Budget, timeline, and area preferences captured in structured fields.
03
Book showing
Live calendar slots for tours or listing consultations.
04
Handoff
Agent gets a clean summary - ready for the conversation that closes.
See it
Watch an inquiry become a booked showing.
Qualify, capture preferences, and land a calendar hold - then hand off to the right agent.
Workflows
Built for how a brokerage phone line actually runs.
Qualify, book, capture preferences, and hand off - so agents stay on tours. Scroll each stage; the mockup stays with the story.
01
Qualify every buyer and seller inquiry
Budget, timeline, and motivation captured so agents prioritize the right conversations.
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02
Book showings on live calendars
Tour and listing consult slots land where agents already schedule - with SMS confirm.
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03
Preference cards agents can trust
Area, beds/baths, and must-haves attached to the lead - not a voicemail scavenger hunt.
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04
Warm handoff with context
Escalate hot leads to the right agent with the caller summary already attached.
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Preference capture
Budget, timeline, and area - structured for agents.
Budget
Price range and financing notes without a long phone tag.
Timeline
Move-in urgency and listing readiness so agents prioritize correctly.
Area
Neighborhoods, schools, and must-haves attached to the lead card.
How it works
Live in about three to four days.
A short path from configuration to a live AI receptionist - with checkpoints, not hand-waving.
01
Configure intake scripts
Buyer and seller paths, qualifying questions, and escalation rules tuned to your team.
02
Connect calendars and CRM
Link the calendars and CRM tools you use so showings and notes land where agents already look.
03
Forward your line
Point your main number (or overflow) at Receptly. Keep your existing carrier - no new hardware.
04
Go live in about 3-4 days
Test real inquiry scenarios, then flip the switch. Your AI receptionist qualifies while agents stay on tours.
After-hours & handoff
Weekend portal leads should not wait until Monday.
After-hours and overflow inquiries get qualified and booked. Agents inherit clean briefs - not a voicemail pile.
- 24/7 buyer and seller intake
- Showing holds with SMS confirm
- Warm transfer rules for hot leads
Agent proof
Showings booked while you are already on a tour.
“Weekend portal leads used to sit until Monday. Receptly qualifies budget and timeline and books the showing - I walk in prepared.”
Buyer agent, multi-market teamIllustrative example - not a named endorsement.
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Integrations
Works with the CRM and calendars your agents already use.
Calendar-first showing holds plus common CRM connections. Exact connectors depend on your stack - we map that during setup.
Ways to get started
Start with the platform. Add help only if you need it.
Most teams run Receptly themselves after a short setup. Implementation help is optional.
Do it yourself
Run Receptly for your brokerage
Answer, book, and follow up 24/7. You configure the workflows; we keep the platform working.
- Live in about 3-4 days
- Monthly or yearly plans
- Keep your existing phone number
Done with you
Set it up with us
We connect calendar, CRM, and phone rules, then test against real call scenarios before go-live.
- Scoped onboarding
- Telephony and calendar wiring
- Handover your team owns
Done for you
When you need more than the phone
Optional help for deeper workflow automation and training - only when the platform alone is not enough.
- Workflow automation
- Team workshops
- Custom integrations
Get Started
Let's talk about your workflows
Book a discovery call or send us a message. We'll get back to you within one business day.
30 minutes to explore your automation opportunities. No pitch, no pressure—just a focused conversation about your workflow challenges.
- Identify high-impact automation opportunities
- Discuss your current tech stack
- Get a ballpark timeline and approach
Schedule a discovery call
Tell us about your goals, and we'll tailor our expertise to fit your needs. Fill out the form below, and we'll get back to you soon.
Frequently AskedQuestions
Receptly is a 24/7 AI revenue capture platform: it answers calls, books appointments, qualifies leads, and follows up across email, SMS, WhatsApp, Telegram, and chat — all in one dashboard configured for your industry.