Switching your CRM

Your CRM is changing. Your business doesn't have to.

Bring your database, keep your rankings, and wake up tomorrow to a list of who to call, written by someone who knows your sphere. Built for agents who work by referral.

Request a demo Send us your database

Free concierge import. We do the loading.

Simple was the point

You stayed because it was easy. We kept it easy.

You didn't pick your CRM for the feature list. You picked it because it fit how you work: rank your people, work your list, send the note, ask for the referral. AgentEdge works the same way. The difference is that the list is built for you every morning, with the reason each person is on it and what to say.

Not a giant CRM with a hundred menus. Not a chatbot. The basics you use, plus a chief of staff and an analyst.

My Sphere: rankings, touch rhythm, today's touches and referral sourcesSample data
What comes with you

Your database moves. Your rankings move with it.

Contacts and rankings

Your people, with your A-list and B-list mapped to stars, so the right people are due on day one.

Referral history

Who sent you whom, so Vera can trace your closings back to the people who started them.

Dates and anniversaries

Birthdays, home anniversaries and closing dates, back on the calendar before they arrive.

Notes

The details you kept on each person, right where you'll see them before you call.

Exports differ. We'll look at yours and tell you exactly what comes across before we load anything.

1

Export your database

We'll walk you through it. Most exports take a few minutes.

2

Send it to us

We map your rankings and load it. Or paste a list in yourself, or talk through your people out loud.

3

Pick who briefs you

Choose a coach or a chief of staff. Your first brief lands the next morning.

Everything you did before, you still do

Same habits. Somebody else does the prep.

Still there

  • Rank your sphere
  • Work a daily list
  • Track referrals given and closed
  • Log calls, notes, texts, pop-bys and visits
  • Birthdays and home anniversaries
  • Your coach in the loop

New

  • The daily list is built for you, with the reason and an opener for each name
  • A chief of staff who runs the follow-through in a voice you pick
  • Vera traces every closing back to the person who started the chain
  • Relationships cooling, flagged before they go overdue
  • Sphere IQ, the Monday Read and the monthly Sphere Report
  • One click shares any report with your coach
The morning brief in dark modeSample data

The morning brief

Yesterday's numbers, today's one priority and three named people, in your chief of staff's voice.

Sphere IQ with last night's findingsSample data

What Vera found last night

Who is cooling, where your business comes from, and whether your sphere can carry your plan.

The Monday Read reportSample data

The Monday Read

Three things that matter this week, who is in the window, last week in one line.

All screens use sample data.

Nothing is guessed

Every number traces to your own data.

No AI in the number path

Every number is computed by the database from your own records. Vera writes the sentences, never the math.

Every number is checked

Before anything Vera writes is shown, each number in it is matched to the data. If one does not match, the sentence is dropped.

Honest about small samples

Findings built on little data are labeled “early read.” Thin conversion rates are called blended, not yours.

No predictions

Vera describes patterns and windows. She never says someone will move, and never tells you what you could earn.

Your data only

No scraped public records and no comparisons to other agents. You against your own history and your own plan.

You control it

One switch in Account settings hides the analyst layer entirely.

Request a demo

See it on your own sphere

Thirty minutes. We'll show you the brief, the call list and what Vera finds, and talk through moving your database. If you want, we load it for you.

  • Free concierge import
  • We confirm what your export includes first
  • No annual contract, cancel from inside the app

Prefer email? info@agent-intel.io

Bob replies personally within one business day.
Straight answers

What switching agents ask

Can I bring my contacts and rankings?
Yes. Send us your export and we map your rankings to stars and load it. We'll confirm what your file includes before we promise any field.
Do I lose my referral history?
Where your export includes it, no. Referrals come across and Vera traces each closing back to the person who started the chain.
Is there a daily action list?
Yes. Three to five names, the reason each one is on it, and an opener in your voice. About twenty minutes.
Does it track touches, pop-bys and notes?
Yes, by method: call, text, email, handwritten note, in-person and video. Vera shows which ones are turning into appointments for you.
Will it work with my coach?
Yes. Your coach can see your Sphere IQ and Vera's reports, and your brief treats your coach's plan as standing orders.
How much?
$59 a month, cancel any time. The concierge import is free.