Your existing CRM
Your agents shouldn’t need a separate place to manage every new inquiry. We review your CRM’s capabilities and configure how Pluveus adds caller details, conversation notes, and follow-up information.
CRM & follow-up
Put the conversation to work
Pluveus can update your connected CRM, deliver call summaries and transcripts, and notify the right people. Your agents get the details they need to pick up the conversation and take the next step.
The details your agents need
A useful place to begin. What prompted the call? What matters to the caller? What would they like to happen next? Pluveus captures those details so your agent has a clearer picture before following up.
From conversation to follow-up
- CRM records and notes. Add caller details and a conversation summary to a new or existing contact or lead.
- Notifications and tasks. Notify the people responsible for follow-up and create tasks where your CRM supports them.
- The full conversation. Include the transcript so agents can review specific details in the caller’s own words.
Different calls. Different context
A buyer may describe the space they need and the compromises they would consider. A homeowner may explain what is prompting a potential sale. Pluveus captures the circumstances behind the inquiry, not just its category.
Example handoff
A buyer inquiry in Cedar Grove
- Name
- Taylor Morgan
- Agent relationship
- Not currently working with an agent.
- Search preferences
- Looking in Cedar Grove and nearby neighborhoods. Three bedrooms, at least two bathrooms, and a yard. Budget of approximately $650,000–$750,000.
- Priorities and flexibility
- A dedicated home office and more outdoor space. Open to cosmetic updates, but wants to avoid a major renovation.
- Property interest
- Called about 42 Cedar Lane. Wants to understand the property’s condition and whether similar homes are available nearby.
- Timing and financing
- Early in the search, with no fixed moving date. Has spoken with a lender but has not yet obtained preapproval.
- Requested follow-up
- Would like a buyer specialist to discuss the property and suitable alternatives. Prefers a callback on a weekday afternoon.
Keep the systems your team knows…
Your team’s responsibilities
Establish who should receive each kind of inquiry and who needs to be notified. Where your CRM supports agent assignment, we can connect the record to the person responsible for following up.
Your follow-up process
A callback request, a property question, and an appointment conversation may need different next steps. We work with you to decide which outcomes should create tasks or notifications.
…and let us manage the connections
When an agent can’t answer, the details still matter
If a live transfer cannot be completed, Pluveus can return to the caller and capture a callback request. Your team receives the caller’s contact details, the reason for the call, and any callback preferences they shared—giving the agent a useful starting point for the return call.
Explore live call transfersTurn a conversation into an appointment
Pluveus can check availability in your connected calendars and book property showings, buyer consultations, or seller consultations during the conversation.
When your team needs to confirm an appointment, Pluveus can capture the caller’s preferred times and relevant details for follow-up.
Explore buyer conversations
A closer look at CRM and follow-up
What reaches your agents, how Pluveus works with your CRM, and how appointments and follow-up requests are handled.
What information can an agent receive after a call?
Pluveus can deliver the caller’s contact details, a conversation summary, and the requested follow-up. Depending on the inquiry, that can include property interests, search preferences, selling plans, appointment details, or callback preferences.
Can agents receive the full transcript?
Yes. Pluveus can deliver the full transcript alongside a concise summary. Agents can scan the main points first, then review specific details in the caller’s own words.
Can Pluveus work with our existing CRM?
Yes. Pluveus can work with the CRM your brokerage already uses. If we don’t already have a connection for it, we build one as part of setting up your service.
Can Pluveus do more than send a call summary?
Yes. Depending on your CRM, Pluveus can create or update contacts and leads, add notes, assign an agent, and create follow-up tasks. We configure these actions around your brokerage’s process.
Can we choose who receives notifications?
Yes. We work with you to establish which agents or team members should be notified about different call outcomes and follow-up requests. Notifications can include the caller’s details and the context the recipient needs to respond.
Can Pluveus book an appointment, or only request one?
Pluveus can check availability and book showings or consultations through connected scheduling services. If your team needs to confirm the appointment, it can instead capture the caller’s preferred times and relevant details for follow-up.
What happens if a live transfer cannot be completed?
Pluveus can return to the caller and capture a callback request. Your team receives the caller’s contact details, the reason for the call, and any callback preferences they shared, so the agent has context for the return call.
Do we need to set up and manage the connections ourselves?
No. We handle the setup with your team and continue managing the service after launch. You help us establish the records, notifications, and follow-up your brokerage needs.
Give your agents more to work with
See how Pluveus brings caller details into your CRM and keeps your agents informed—or talk with us about connecting the service to the systems your team already uses.
