Live Dial Workspace
a call queue that flags who to dial next, live AI coaching on the call, and a single timeline of every call, text, and note for the contact on screen, so reps never leave the call to look up the history.
Real estate sales / revenue operations
Outreach and the bottom line, in one place
A combined dialer, CRM, and financial dashboard for a real estate sales team: reps run the day and owners run the books, with AI on every live call.
Anonymized client build . RoofPilot Command Center
The challenge
A high-volume outreach team had its work scattered across disconnected tools. Reps bounced between a dialer, a CRM, and a texting app, losing context on every switch. Meanwhile leadership had no real-time view of the money: revenue, subscriptions, churn, and weekly performance lived in spreadsheets that were always a step behind. Sales activity and financial outcome were never in the same place, so nobody could connect what the team did to what it earned.
How we solved it
We built one console spanning the work from the first dial to the bottom line, so reps and owners work from one source of truth. The system runs across four connected screens.
Contact 360
one contact’s full picture: profile, pipeline stage, activity timeline, listings, and an AI summary with a recommended next move.
Revenue Command
profit and weekly metrics in one finance view: income vs. expenses, net-profit trend, recurring revenue, and where the money goes.
Subscriptions and Billing
subscription analytics beside a customer billing ledger, with sync health and a retention chart, so churn and billing issues surface early.
How AI is integrated
AI lives where the deal is won or lost: on the live call, and in the moment a rep decides who to contact next:
- Live call assist during a call, the AI surfaces talking points and objection-handling in real time, so even a newer rep sounds like the team’s best
- Who to call next the system prioritizes the queue and recommends who to call or text next, so reps work the highest-value contact instead of the next row down
- Contact summary AI condenses a contact’s full history into a quick brief and suggests the next move, so context survives every handoff
The same activity data rolls straight into the finance view, closing the loop between what the team does all day and what it earns.
Why it matters
Reps work from one console, with dialer, CRM, and texting together and AI coaching every call, while owners get a live financial picture instead of a stale spreadsheet. Activity and outcome, on one screen.
Outcome metrics available on request, once the client’s numbers are cleared for publication.
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