CV CRM integration with AI agents and WhatsApp
CV CRM is a Brazilian CRM for real estate developers, builders and agencies, with lead management, sales mirror, reservations, contracts and after-sale customer relationships. It is meant for companies that sell property in Brazil. With the API token that CV CRM issues to the developer customer, the agent reads and updates leads, service records, available units and reservations.
What AI agents do with CV CRM
Launch leads answered at once
Leads from property portals and campaigns get a reply from the agent on WhatsApp with information about the development. It qualifies income, interest and timeline and logs everything in CV CRM.
Available units
A buyer asks for a two-suite apartment on a high floor, and the agent checks the sales mirror in CV CRM. It answers only with units that are actually free.
Show-unit visit
The agent books the visit at the sales stand according to the brokers' calendars and sends a reminder on the day. The broker receives the conversation history.
Relationship after the sale
Buyers whose unit is under construction ask about progress, installments and inspection, and the agent answers with the official information. Technical assistance requests become tickets.
Connect CV CRM once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in CV CRM, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in CV CRM and what it cost, all on record.
Ready-made AI teams for this work
Often used together with CV CRM
Questions about CV CRM and AI agents
Does iTeam integrate with CV CRM?
Yes, through the API that CV CRM makes available to its customers, with a token generated by the developer. The read and write scope is confirmed in the diagnosis.
Can the agent reserve units?
It can prepare the reservation, but confirmation follows the developer's commercial rule, usually with approval from the broker or the manager.
Is buyer data safe?
The agent accesses only the modules you open up, and every query is recorded in the audit trail. Personal documents are handled under Brazil's data-protection law (LGPD).
