For real estate agents
Your next deal is already in your database.
Built on relationships, not bought leads. Execio is the daily workshop where your database becomes deals, with Kelo, an AI assistant that remembers the details for you. It works alongside your CRM.
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Sound familiar?
Too many people. Too much to remember.
Follow-ups, showings, birthdays, the thing a client told you on a call last month. When all of it lives in your head, it is easy to feel overwhelmed and burnt out.
Kelo remembers for you and works like your assistant. It tells you who needs you today and why, keeps track of the dates in the notes you type, and does the small jobs when you ask, like adding a task or logging a call.
What it solves
Four things every agent fights with.
Never forget a detail
Type a note after a call and Execio picks out the dated moments, like a daughter’s graduation, and brings them back in your morning brief a few days ahead. Birthdays and home anniversaries show up a week ahead.
Past clients and sphere never go cold
Your morning brief names the people worth a call today and why. Execio tracks when you last spoke to everyone who matters and flags anyone you have not talked to in too long, on timelines you set.
Call notes without typing
Talk through the call when you hang up. Kelo turns it into a clean note on the contact and suggests the follow-ups. You check it and save.
Know your real net and marketing ROI
Log what each deal really cost you. See your net on every deal and what each lead source spent against what it earned.
What is inside
Everything you need to work your relationships every day.
Kelo remembers for you
Keep personal details, like the dog’s name, in a contact’s notes. Ask Kelo about that client and it reads those notes and their recent history. A follow-up with a date in your note can become a reminder.
Kelo, your AI coach and assistant
Ask Kelo who needs a call, what to say, or how your year is tracking. Kelo can add a task, log a call or update a contact for you. Powered by Anthropic.
A morning brief built from your book
Start the day with who to reach out to and why, what is due, and where your deals stand.
Reminders that reach your phone
Set a reminder and get a notification on your phone or computer when it is due, even with Execio closed.
A nurture system, not a contact list
Your Hot List, Warm List, Past Clients and Sphere, each with last contact and a Move Score, so you can see who is ready and who is slipping.
Hands-free voice debriefs
Speak your debrief after a call or a showing. Intake templates capture the details you always need, like timeline, budget and motivation.
Texts and emails from your templates
Pick a saved template or let Kelo draft one. One tap opens it in your own Messages, Mail or Gmail to send.
Deals, costs and ROI
Track every deal with commission, referral fees, splits, credits and costs. See your net on each deal and your return by lead source.
Partners and referrals
Keep your lenders, inspectors, title and escrow partners in one place. See who refers you business, and the referral fees you pay out.
Works with your CRM
Keep your CRM. Do the work in Execio.
Your CRM stays where leads land and your full database lives. Execio is where you work the relationships: who to call, what to say, what happened, and what comes next.
Connect Follow Up Boss or BoldTrail, or bring your contacts from a spreadsheet or your phone. Export your contacts as a CSV file anytime.
- Bring your people inConnect your CRM, or import a CSV or Excel file or your phone contacts.
- Get your dayEach morning, see who to reach out to and why.
- Talk, do not typeDebrief out loud after each call. Kelo writes the note and suggests the follow-ups.
- Watch it turn into dealsTrack each deal through to close, with your real net.
Early access
Be one of the first agents in.
Execio is opening in small groups. Join the list and we will email you when your invite is ready. Founding members lock in their price for good, as long as their subscription stays active.