The database nobody works
Thousands of contacts sitting there, and no honest answer to who needs a call this week.
Tech Thursday · Live online workshop for real estate agents
Make AI your CRM manager.
A live hour with a real CRM on screen, and an AI assistant actually doing the admin work in front of you.
Save my seat
Free · 60 minutes · Thursday, September 3 · 2:00 PM ET / 11:00 AM PT
Live, not recorded Real CRM, not slides Questions answered on the call
LiveRun in real time, with the last stretch for questions.
Real CRMA working Follow Up Boss database on screen.
Real workflowsContacts, tasks, stages and follow-up, done on screen rather than talked about.
PracticalWhat to hand over, what to keep, what the build takes.
The gap
You have heard about AI. Your CRM still looks the same.
Most agents have tried ChatGPT, Claude or Grok by now. It writes a listing description, it answers a question, and then you close the tab and go back to updating records by hand. The tool never actually touched the business.
Follow-up that depends on memory
The leads that go quiet are rarely the ones you decided to drop.
Five minutes of admin per conversation
Change the stage, type the note, set the next task. First thing skipped on a busy day.
Stages that drifted
Moving someone from Lead to Hot Prospect gives you nothing back in the moment, so it does not happen.
Tasks created by hand, one at a time
Most lost deals were not lost to a competitor. They were lost to a follow-up nobody scheduled.
Software, but no operating system
You are paying for the CRM either way. The question is whether anything runs inside it.
The technology is not the missing piece. The operating layer is.
What we cover
Three things, demonstrated live.
We will be working in a real CRM environment on screen, not clicking through slides about one.
- Tool calling
- Rules and permissions
- Updating contacts
- Notes on the timeline
- Follow-up email drafts
- Pipeline stages
- Action plans
- Tasks with a due date and an owner
- Your CRM API key
- The integration layer
- Confirm before it sends
- Never delete
- and your questions, live
What it looks like when AI can act
The difference between an assistant that answers you in a chat window and one that is given a defined set of CRM actions it is allowed to perform. You type a normal sentence; it works out which contact you mean and which actions it needs, and the records change behind you.
- Why tool calling is the mechanism the whole thing rests on
- Where your rules and permissions actually live
- Why the assistant never holds your CRM key
The five jobs worth handing over
The repetitive work that fills an agent's day, and what each one looks like when it is spoken instead of clicked. We run these against a live database, including the moments where it should stop and ask you first.
- Updating contacts and writing notes to the timeline
- Drafting and preparing follow-up email
- Moving people through pipeline stages
- Putting people onto existing action plans
- Creating tasks with a due date and an owner
What it takes to actually run it
The honest build. Which parts are configuration you can do yourself in an afternoon, which parts need a developer, and the permission posture that keeps this safe once it is pointed at a live database.
- Generating a CRM API key, and why it gets its own
- The integration layer, and why there is no safe no-code shortcut
- Starting with notes and tasks before anything that sends
- Read anything, confirm before it changes or sends, never delete
Save my seat
Free · Thursday, September 3 · 2:00 PM ET / 11:00 AM PT
The shape of it
What actually happens when a contact comes in.
This is the loop we build and the loop we will run live. The assistant handles the middle. You keep the two ends that need a person.
Step 01
Lead
An enquiry, a referral, a past client resurfacing.
Step 02
CRM
The record where everything about that person already lives.
Step 03
AI
Reads the record, works out what is needed, proposes the actions.
Step 04
Task
Created with a due date and an owner, not left in someone's head.
Step 05
Follow-up
Drafted and scheduled, stage moved, timeline noted.
Step 06
You
Approve, send, and have the conversation. The judgement stays human.
Steps three to five are the ones currently costing you five minutes per conversation. Those are the ones we hand over on the call.
The mechanism
A chat window is not a system.
This is the distinction the whole workshop turns on, and the reason most agents have used AI for a year without their business changing.
Where most agents are
AI as a chat window
You open a tab, type a request, and copy the answer somewhere else yourself. The assistant has no idea who your contacts are and cannot touch anything.
- You are the integration between the AI and the CRM
- Nothing is recorded against the contact
- It forgets the moment you close the tab
- Every result still needs manual entry
What we demonstrate
AI inside the business
The assistant is given a defined set of actions it is permitted to perform against your database, and it performs them. You describe the outcome; the records change.
- It reads the actual contact record before it acts
- Notes, tasks and stage changes land in the CRM
- Permissions decide what it may and may not do
- It confirms with you before anything sends
The takeaway
What you will leave the hour knowing.
A clear picture of what an AI assistant operating your CRM actually does, and what it does not.
Which of your recurring admin jobs are realistically worth handing over.
Which parts of the work should stay with a person, and why that line sits where it does.
What the build actually involves: the configuration, the integration layer, and where a developer is needed.
The permission posture to start from, so this is safe pointed at a live database.
Enough understanding to brief someone on building it, whether that is us or not.
Who should be in the room
Agents with a database they are not getting enough out of.
- You already have leads and past clients sitting in a CRM
- You use Follow Up Boss, or a CRM with an API behind it
- CRM upkeep is the part of the week you push to tomorrow
- Your follow-up is good when you are on top of it, and patchy when you are not
- You want to understand AI past writing captions and listing copy
- You would rather spend the hour on your database than on your marketing
- You want administrative time back without hiring for it yet
- You are willing to be told which parts of this need real setup
Who is running it
Anu Agency builds this for a living.
We build the Anu Agency Realtor Growth Plan for real estate agents, and an AI CRM Manager is one of the pieces inside it. An assistant with tool access sitting on top of Follow Up Boss is a pairing we put together often enough to know exactly where it works and where it needs a person in the loop.
Nick is running the session. It is the same walkthrough we would give a client in an implementation call, with the parts that usually surprise people left in.
- Presenter
- Nick Moore, Anu Agency
- Demonstrated in
- Follow Up Boss
- Assistant
- Grok, via tool calling
- Format
- Live screen share, questions at the end
- Runs
- Weekly
Reserve your place
Save my seat.
Three fields. You will get a text confirming the details, and we will ask you to reply so we know you are actually planning to be there.
Register
Takes about fifteen seconds.
Seat saved
You are registered.
Thursday, September 3, 2:00 PM ET / 11:00 AM PT. Check your phone in the next minute.
We keep the live room small enough to answer real questions, so we confirm who is coming. Reply to that text with READY and your seat is marked confirmed.
- Session
- Make AI Your CRM Manager
- Date
- Thursday, September 3
- Time
- 2:00 PM ET · 1:00 PM CT · 12:00 PM MT · 11:00 AM PT
- Length
- 60 minutes, live
- Where
- Online. Join link is sent to you before the session.
- Cost
- Free
Event details
Everything you need to know.
- Date
- Thursday, September 3
- Time
- 2:00 PM ET / 11:00 AM PT2:00 PM ET · 1:00 PM CT · 12:00 PM MT · 11:00 AM PT
- Length
- 60 minutesTraining, then live questions.
- Format
- Live onlineScreen share with a real CRM open. Join link sent before the session.
- Cost
- FreeNo card, no upsell during the session.
- What you need
- NothingA CRM of your own helps, but you can watch and apply it after.
Before you register
Questions.
Is this live?
Yes. It runs live for 60 minutes on Thursday, September 3 at 2:00 PM ET / 11:00 AM PT, with a real CRM open on screen. The last stretch is for questions, which is the part that does not survive being recorded.
Is the workshop free?
Yes, it is free to attend. There is no card required to register and we do not sell anything during the session.
Do I need to know anything about AI?
No. Everything is explained in plain language, and we will be honest about which pieces you can set up yourself and which need a developer. You will leave understanding it well enough to brief someone on building it, whether that is us or not.
Is this just about ChatGPT?
No. Chat is where most agents have already been, and it is not where the value is. This is about giving an assistant a defined set of actions inside your CRM and letting it perform them. We use Grok for the demonstration because it is the pairing we build most, but the pattern is the same with any assistant that supports tool calling.
Do I need Follow Up Boss?
Follow Up Boss is what we demonstrate in, because it publishes an API and it is what most of the agents we work with already use. If you are on a different CRM the specific screens will not match, but the operating model does: what to hand over, what to keep manual, and where the permissions belong. If your CRM has an API, the same build applies. If it does not, that is worth knowing before you invest more time in it.
Will you actually show it working?
Yes. The session is a live screen share of an assistant operating a real Follow Up Boss database: updating contacts, writing notes, moving pipeline stages, creating tasks and preparing follow-up. Including the moments where it stops and asks before it does something.
Is this a sales pitch?
The hour is training, and it is built to stand on its own whether or not you ever speak to us again. We do build this for agents, as part of the Anu Agency Realtor Growth Plan, so if you want it implemented we will happily talk about it afterwards. We are not going to pretend otherwise, and we are not going to spend the session on it.
What if I cannot make it live?
Register anyway and we will let you know when the next session runs. We run these weekly. If a recording exists for this one we will send it, but we would rather you came to a live one than watched a replay, because the questions are most of the value.
See it operate a real CRM.
One hour, live, with the database open. If you have been waiting to see what AI actually does inside a real estate business rather than next to it, this is the session.
Thursday, September 3 2:00 PM ET / 11:00 AM PT 60 minutes, live Free
Save my seat