CV CRM API: what you can do and how to use it with AI agents
CV CRM, a system for real estate developers and agencies, offers an API so customers can integrate leads, interactions, developments and reservations. Developers, builders and integrators in the real estate market use it. Access is through a token issued to the customer company, with a scope confirmed with CV CRM.
What the CV CRM API offers
Leads
Registration, source, status and owner of each lead.
Interactions
Contacts and history of communication with the customer.
Developments and units
A sales map with units available, reserved and sold.
Reservations
Status of reservations and the steps up to the contract.
Brokers and agencies
Teams and partners linked to the leads.
How to access the CV CRM API
- With your company’s credentialsAn API token issued by CV CRM to the customer company, used with the integration user's email and the account URL. The available features are confirmed with CV CRM.
- Confirm the API scope with CV CRM before designing the workflow.
- Buyer data includes income, so treat it as sensitive under your data-protection law.
- Keep the sales map current so a sold unit is never offered.
What an iTeam agent does with the CV CRM API
Launch lead qualified
The agent talks to the lead on WhatsApp, asks about income and timeline, and logs it in CV CRM before handing off to a broker.
Only available units
The agent checks the sales map and offers only free units, with size and floor.
Stalled reservation
The agent flags reservations with no progress and chases the person responsible for the paperwork.
Handoff to the broker with a summary
When the lead is assigned, the broker gets a summary of the conversation and the lead's interest.
From the credential to the agent at work, with approval
Request the token from CV CRM
Confirm the integration user and which modules are enabled.
Store it in the iTeam vault
The token stays in the vault. The agent creates leads and interactions without changing reservations.
Test with approval
Messages to leads and status changes start out reviewed.
Ready-made AI teams for this work
Questions about the CV CRM API
Is the CV CRM API free?
It depends on your contract with CV CRM. Confirm whether the API is included in yours.
Do I need to code to use the CV CRM API with iTeam?
Not necessarily. Once the documentation is released to you, iTeam's HTTP tool learns the endpoints, and the deployment team sets it up.
Can I check which units are available?
Yes. Within the scope you are given, the agent queries the sales map of the development.
