We score your starting point, design and build agents on monday.com, Notion, HubSpot or Claude, and train your team. Your Assessment fee is waived through December 31.
Design 2 weeks, build up to 6, adopt 2, with a written sign-off at each gate.
A CRM for real estate teams with the workflows and AI agents already installed.
Every property on one board: lead source, status, deal type, asking and bid price, and the contract.
One click on a qualified lead adds the contact to your hub, with phone, email and listing company carried over.
Offers, contractor lists, quotes and invoices, each linked back to its property.
Emails and calls log to the property, and your team is notified when a seller or agent writes back.
Agents installed on the pipeline to take on routine follow-up and updates.
The Assessment scores five readiness areas and names one to three outcomes with your sponsor. You keep the roadmap.
Every use case gets an agent-fit decision. Every agent is defined by trigger, instructions, tools and permissions.
A proof of concept is demoed live first. Each agent passes seven test steps before you see it.
build
Week 3
1m 22s
Testing
gate 2
intake board4s
knowledge base38s
deal sync40s
triage agentQueued
run alertsQueuedRole-based training, go-live support and an admin guide. Before we step back you name who watches the agents.
The phases and gates stay the same on monday.com, Notion, HubSpot and Claude. We start on the one you already run.
Every package starts with an Assessment, with the fee waived through December 31. Pricing is set once your workflows are scoped.
One workflow
Scoped to you
One team, one use case, proof of value fast.
A department or company
Scoped to you
Several connected workflows on one platform.
Multiple teams
Scoped to you
Cross-team design, with a plan leadership can follow.
We never sell by the hour. Every package is a fixed scope with deliverables and dates.
Call, written roadmap, scoped proposal.
Fee waivedTraining and documentation, priced by how many people we train.
By team sizeAbout 20 hours a month after go-live. Extra hours are agreed in writing.
Scoped to youWork outside the signed design goes through a change order you sign before it starts.
Intake forms for trade shows, referrals, meetings and direct sales put every lead on one board with its source, customer type and product interest.
Reads the lead's state, matches the sales territory and team, and sets the owner so no lead sits unassigned.
When a lead is marked qualified, the board creates or links the contact, company and opportunity records for you.
Outlook and Gmail connect to Emails & Activities, so every email, meeting note and call sits on the account.
Moving off a legacy CRM: duplicates merged, accounts and contacts re-linked, history kept. One migration moved about 650 opportunities.
Naming rules and record links that dashboards can trust. AI summaries of meetings and notes can follow once the data is clean.
We record the baseline before we change anything, then report against it at close.
Tasks per week, time saved per person, cycle time.
Error and rework rates, before and after.
Who uses the workflows, and how often agents run.
The one to three outcomes your leadership named.
Miles Hamilton and Katrina Hamilton run Ava Desk. Your call is with one of them.
A call, a written roadmap with scored use cases, and a scoped proposal. The fee is waived through December 31, and you keep the roadmap.
We write a change order with scope, price and timeline. You sign it before work starts.
The one that fits your workflows. If you already run on one, we start there.
No. Agents take the tedious work so your people do the valuable work.
A named owner, a trained champion or our managed support. You choose before handoff.