| What it does | Not given
| AI voice agent that calls, qualifies and books every real estate lead within 60 seconds
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| Stage | Not given
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| Founded | Not given
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| Based in | US
| US
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| Pricing model | Not given
| Paid
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| Pricing | Not given
| $199/month for up to 50 leads, $499 for up to 500 leads, $999 for up to 1,500 leads, $1,499 for up to 3,000 leads, $2,499 for up to 5,000 leads. Custom pricing for more than 5,000 leads a month. Month-to-month billing with no setup fee.
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| Key features | - AI-powered document chat interface for instant analysis of manager documents and internal memos
- Automated report generation with AI agents for complex background tasks
- Automatic data extraction from financial documents
- Matrix tool for side-by-side comparison of managers and funds
- AI Research Hub for zero-effort document organization and management
- Actions and alerts for continuous monitoring of document changes
- Integration with Backstop, Dynamo, Bipsync, Salesforce and other institutional systems
- 100% verifiable outputs with precise citations to source documents
- SOC 2 Type II compliance for enterprise-grade security
- Strict data segregation ensuring client data remains confidential
| - Calls new leads within 60 seconds, 24/7
- Qualifies buyers in 15+ languages with natural conversation
- Books viewings and confirms in writing
- Multi-channel follow-up on phone, WhatsApp, email, SMS and chat
- Call summaries and transcripts automatically logged to CRM
- Reactivates dormant and cold leads with outbound campaigns
- Integrates with Follow Up Boss, HubSpot, Zoho CRM, Wise Agent, BoldTrail, Lofty
- Time-zone aware scheduling and smart follow-up timing
- Detects voicemail and avoids talking to machines
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| What makes it different | - Purpose-built for allocators and wealth managers unlike generic AI tools
- Processes thousands of documents at scale far beyond generic AI tools
- Eliminates manual data entry with AI-native CRM that builds records from documents
- Customizable to organization's workflows, templates, and investment processes
| - Responds to leads in under 60 seconds, faster than human agents
- Built custom voice pipeline for natural, quick conversation, not a thin layer on third-party platforms
- Priced by leads worked, not by seats or per-agent billing
- Automatically writes up calls so agents can read summary in 10 seconds
- Works across all channels in one thread, no context switching
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 8 ▼ −1 (down) since last check | 1 ● no change since last check |
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| Trust Flow (Majestic) | 8 | 12 |
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| Citation Flow (Majestic) | 29 | 25 |
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| Referring domains (Majestic) | 78 | 20 |
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Finpilot
mergro.ai