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Product
Leads and follow-upZillow, NewHomeSource, your website and the model-home kiosk in one inbox. Texting checks consent first.Homesites and contractsCommunities, homesites, floor plans and lot premiums. The purchase agreement, e-signature and change orders.Construction and the buyer portalStages with photos, shown to the buyer on their own portal. You answer “how’s my home coming along?” once.Closing, co-op and warrantyLoan status to clear to close, realtor co-op paid on the final price, and warranty walkthroughs booked at closing.AI that does the legworkA website chatbot that turns visitors into leads, a 0–100 score with a reason, and plain answers about your numbers.
Solutions
Online sales counselorsWork every new lead first, then hand a ready buyer to the community.Community sales teamsTours, homesite holds and contracts, from the model home.Sales managers and ownersTraffic, appointments and sales by community and source.Closing coordinatorsContingencies, loan status and the closing date, on the buyer’s record.Warranty teamsWalkthroughs scheduled at closing and requests routed to your trades.
Pricing
Resources
Help CenterStep-by-step setup guides for every part of the CRM.US rules for buildersTCPA, Do Not Call, CAN-SPAM, Fair Housing, e-signature — with sources.Security and dataOne database per workspace, two-factor, encryption at rest, an audit trail.IntegrationsZillow, NewHomeSource, Twilio, Dropbox Sign, a calendar feed and an API.FAQStraight answers on scope, pricing, data and setup.
Company
AboutWho builds ZevroCRM and the facts at a glance.Book a demoA 30-minute walkthrough with your communities and plans.
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An inquiry cools fast. ZevroCRM’s AI answers visitors on your website, scores every lead and answers questions about your numbers — and none of it runs until your workspace accepts the AI data terms.

Book a demo How your data is kept
Module
05 of 05
Chatbot
Per workspace
Score
0–100, with a reason
Default
Off until terms accepted

01A chatbot on your website

Answers visitors from the communities you publish, never states a price, and asks once for a name and phone number. The visitor becomes a new lead with the whole chat on the record. Switched on per workspace.

AI assistantVisitor on your website · Cedar Ridge page
Illustrative
  1. Do you have 4-bedroom plans at Cedar Ridge?
  2. Hi, I am an AI assistant. Yes, Cedar Ridge has 3- and 4-bedroom floor plans, and the model home is open for tours.
  3. What does the 4-bedroom cost?
  4. Pricing depends on the homesite, floor plan and options, so our new home consultant shares it directly. Could I have your name and phone number so the team can follow up?
  5. Sure.
  6. May the team text you at that number? Reply yes to agree; you can reply STOP at any time.
  7. Yes.
  8. Jordan Ellis, (512) 555-0134
  9. Thanks, Jordan. The team will be in touch about the 4-bedroom plans at Cedar Ridge.
  10. New lead created · source: website chat
Illustrative conversation. The chatbot answers from your published communities, never quotes a price, and creates a lead with the transcript once the visitor shares a phone number.
  1. [01]

    Answers from your communities

    The chatbot answers visitors from the communities you publish.

  2. [02]

    Never states a price

    Pricing depends on the homesite, floor plan and options, so it hands that to your new home consultant.

  3. [03]

    Asks once for a name and phone

    A visitor who shares a phone number becomes a new lead, with the whole chat on the record.

  4. [04]

    Switched on per workspace

    It is off until you switch it on for your workspace.

02Score and next step

Each lead gets a score from 0 to 100 with a written reason and a suggested next step. Words that name a protected class are replaced before the notes reach the AI, for Fair Housing.

With a written reason

Every score is logged with its reason, the prompt version and the model, and an admin can download the audit as a CSV.

Jordan EllisCedar Ridge · The Avery · $460K
82score

Visited the model twice, asked about Homesite 42, pre-approved.

Next: Text the homesite plat before Friday
  • Text · consent on file · 2:14 PM CT
  • Model-home visit · Jul 20 · realtor registered
  • Call · 9 min · recording notice played
[03] /leads/4821

The lead record, the texts and the score

Every text, call, note and visit on one timeline. AI score 0–100 with a written reason.

  1. 01

    A score, 0 to 100

    Each lead gets a score from 0 to 100.

  2. 02

    A written reason

    Every score says why, in a sentence your team can check.

  3. 03

    A suggested next step

    And what to do next, such as texting the homesite plat before Friday.

[Fair Housing] US workspace

Protected traits become [protected] before the AI reads a note.

Words in the notes that name a protected class, or stand in for one, are replaced before anything reaches the AI, and the model is told not to use protected traits.

03Ask your numbers

[Q] Asked in plain words

Which source gave us the most sales last quarter?

  1. [01] Ask

    In plain words

    Type a question about your sales, sources or communities.

  2. [02] Work it out

    From your own figures

    The answer is worked out from your CRM’s own figures.

  3. [03] Trace

    Every number logged

    Every number it quotes is traced back to them, and logged.

04Off until you say yes

No AI feature runs until your workspace admin or owner accepts the AI data terms, which name the AI providers used. Each staff member then reads how AI handles buyer data before their first use.

  1. Owner or admin

    Accept the AI data terms

    Your workspace admin or owner accepts the AI data terms, which name the AI providers used.

  2. Each staff member

    Read how AI handles buyer data

    Each staff member reads how AI handles buyer data before their first use.

  3. Then

    AI features run

    Scoring and the analyst start working. The website chatbot also waits until you switch it on for your workspace.

05AI questions

Straight answers on the AI features and Fair Housing.

What does ZevroCRM’s AI do?

ZevroCRM’s AI scores each lead from 0 to 100 with a written reason and a suggested next step, answers questions about your sales numbers in plain words, and starts the guided tour that shows a staff member how to do a task when they ask “Guide me”. When it is switched on for your workspace, a website chatbot answers visitors from your published communities, never quotes a price, and turns a visitor who shares a phone number into a lead. No AI feature runs until your workspace admin or owner accepts the AI data terms.

How does the AI lead score avoid Fair Housing problems?

In a US workspace, ZevroCRM replaces words in the notes that name a protected class, or stand in for one, with “[protected]” before anything reaches the AI, and the model is told not to use protected traits. Every score is logged with its reason, the prompt version and the model, and an admin can download the audit as a CSV.

How your data is kept · Still unsure whether it fits how you sell? Book a demo or write to hello@zevrocrm.com.

Next step

A 30-minute walkthrough set up with your own communities, homesites and floor plans. We reply within one business day.

Book a demoSee pricing