Keep your CRM, add AI agents: Salesforce, Zoho, Sell.Do and LeadSquared

By the Intend team at Kaigen Labs. Updated .

You spent a year getting your team onto the CRM. The stages finally mean something, the reports run on Monday, and nobody wants to move again. Then someone says AI could follow up every lead, and the first worry is another system to learn.

It doesn’t have to be. This guide shows what Intend reads from and writes back to the CRMs real estate teams use most, and what stays the same whichever one you run.

In short, you don’t need a new CRM to use AI agents. Intend answers and follows up with buyers, then writes what happened back to the CRM your team already uses. How deep that goes depends on the CRM.

What works with Salesforce, Zoho, Sell.Do and LeadSquared today

CRMNew leads read inWritten backCall recordings for coaching
SalesforceYes, every few minutesStage, call notes as Tasks, site visits as Events, opt-outsYes, from a recording link on the Task
Zoho CRMLooked up by phone or emailLeads and contacts, notes, call logs, tasksNo
Sell.DoNo direct integrationBuilt with you during setupNo
LeadSquaredNo direct integrationBuilt with you during setupNo

HubSpot, Attio and Airtable also work today. If you run something else, tell us before you sign and we’ll show you what the connection would look like.

How a lead moves on any CRM. One: a buyer enquires. Two: Intend answers, qualifies and books the visit. Three: what happened is written to your CRM, as deep as that CRM's connection goes. Four: your team works the lead in the CRM they already know.
The same four steps on every CRM. How much is written in step three depends on the CRM, as in the table above.

What stays the same on every CRM

  • Your CRM stays the system of record. Intend never deletes a record in it.
  • Your team keeps working in the CRM they know.
  • Every call, message and site visit is also on one record per buyer in Intend.

Why add AI agents instead of switching CRM

  • Your data, reports and habits stay where they are.
  • The slow part is usually the first reply and the follow-up, not the CRM.
  • You can stop using the agents and lose nothing in the CRM.

Where to go next

Open the page for your CRM above. Each one says what moves each way and what your admin does, in a few minutes’ reading. If you’re the CRM owner, our cost per site visit guide shows the fields worth getting right first.

To see what the agents do with the leads, visit Intend for real estate developers, or pricing.

Keep your CRM, add AI agents: Salesforce, Zoho, Sell.Do and LeadSquared | Intend