Connections & Settings

Keep your CRM. Realivi works through your existing systems — nothing is migrated.

Connections

Source CRM (simulated)
Contacts, leads, opportunities, activity — system of record
Simulated
Email & text provider (simulated)
Client threads and delivery status
Simulated
Team calendar (simulated)
Availability and appointments
Simulated
Listing feed (simulated)
Property facts with provenance
Simulated
Transaction system (simulated)
Authoritative transaction milestones
Simulated
Suggested approaches (demo examples)
Suggested approaches in this demo are prepared examples. No live service is connected.
Simulated

Authority levels

Automatic under standing authorization
Acknowledgments, supported factual replies, information requests, reminders, scheduling within verified availability, approved follow-ups and CRM writes.
Approval required
Tailored client communications, uncertain facts, unusual requests, workflow changes beyond standing authorization.
Human required
Negotiation, pricing or offer strategy, legal interpretation, sensitive estate matters, binding commitments, financial transfers.

Workspace

Morrel Hirsch & Advisors · Demonstration workspace · Luxury real estate

Fictional demonstration tenant. No brokerage systems are connected and no endorsement is implied. Tenant ID tnt_demo_mha.