An AI ISA comes one of two ways: built into your real estate platform, or added on top of the CRM you already run. Don't let the platform pick for you: four of the six built-in ones only text the lead. If your team likes its CRM, add one that calls. Callingly calls each new lead within seconds while your team is open and has an agent free, then warm-transfers the ready ones to an agent.
Should you use your CRM's AI ISA or add one?
Start with what the built-in route costs you. You take the AI your platform sells, so you take its first touch, and for most of them that's a text. You pay what the platform charges: a price you only get on a demo, or a package plus an add-on. It works the leads that live in that platform. And it's one more reason you can't leave.
The upside is real: one vendor, one login, nothing to connect. If you're shopping for a new CRM or lead-gen platform anyway, look hard at what its AI does with a new lead before you sign.
An add-on works the other way. You keep the CRM your agents know and pick the AI on one question: what happens to a new lead in its first minute.
A text works for a lead who'd rather text. But a buyer who just asked about a house may still have the phone in hand, and the agent who reaches them in that moment starts the relationship. An alert that waits for an agent to be free doesn't do that. That's the job we built Callingly for: AI warms them up, you're there to close.
Which AI ISAs work on top of the CRM you already have?
These five sit next to your CRM instead of inside it. All five can call a lead and hand a ready one to a person.
Callingly
Who it fits: teams that want every ready lead talking to an agent live, on the CRM they already use.
Our AI Agent calls each new lead within seconds of it reaching Callingly, while your team is open and has an agent free, and it can text in the same sequence. It asks your qualifying questions. When the lead is ready, the available agents in your first priority group ring at once, up to a set limit, and the lead connects to whoever accepts. Agents on a phone line hear a short briefing first: the lead's name, source, category and the most useful thing they said. If nobody picks up, the next group rings, then your fallback team, and if still nobody's free, the AI offers the lead a callback at a time they pick. Here's how the warm transfer works.
Calls to US and Canadian leads go out between 8:00 AM and 9:00 PM in the lead's time zone. After-hours AI calls go out only when you turn that option on.
Callingly isn't a CRM. It connects directly to Follow Up Boss, Lofty, CINC, Brivity, GoHighLevel, HubSpot, Salesforce and realtor.com, plus 1,000+ apps natively or through Zapier. A lead from any source that reaches Callingly gets called, so Zillow and website leads are worked the same way as your CRM's own.
Sami AI
Who it fits: buyer-lead teams that would rather pay per lead.
Sami calls new leads in seconds from a local number, then texts, qualifies and live-transfers motivated prospects to you, or puts the appointment on your calendar. It connects to BoldTrail, CINC, Follow Up Boss, HighLevel, Lofty and Real Geeks. Its package covers buyer leads only, calls come from a single number between 8 AM and 8 PM in your time zone, and transfers run through the HighLevel phone system, ringing up to 6 users at once. We compared the two in more detail in Sami AI vs Callingly.
Carly
Who it fits: Follow Up Boss or Lofty teams that want calendar booking with round robin.
Carly calls a new lead within about a minute. If the lead doesn't answer, it sends a text from your team's number, then an email. A ready lead is booked on the right agent's Google or Outlook calendar, by round robin, or put straight through to whoever is on duty. Carly logs calls, texts and outcomes in those two CRMs or its own, and names no others.
Structurely (now 21X)
Who it fits: companies that sell in several industries and want one AI platform for all of them.
Structurely now sells as 21X, a conversational AI platform for voice, SMS, RCS, email and chat. It serves mortgage, insurance and home services as well as real estate. It has inbound and outbound AI voice, books appointments and callbacks, and does live transfers.
Verse
Who it fits: teams that would rather open with a text than a call.
Verse reaches out first by text, then follows up by email, voicemail and voice calls. Its CallConnect live-transfers a lead from an AI text or phone conversation to your team, and it books appointments. Human concierges review conversations. It works with CRMs through Zapier and custom integrations, and serves several industries.
Which AI ISAs come built into a real estate platform?
These six come inside a CRM or lead-gen platform, and you get them by buying the platform.
Ylopo AI
Ylopo's AI texts a new lead first, and its AI voice calls about 4 minutes later. The voice AI calls, qualifies and warm-transfers a live person to your phone, and keeps trying for up to 90 days per lead. A ready lead rings your phone or lands on your calendar. AI text and voice come with the Growing Team plan and up; Solo gets AI text nurture. If you're on Ylopo and weighing an add-on, see Ylopo vs Callingly.
Lofty AI Sales Agent
Lofty's AI engages a lead within 5 seconds by text, email and web chat, and mainly talks by text and email. An AI outbound call is new on its page: it qualifies the lead, then transfers them live to the agent. A ready lead is scheduled on your calendar, and the AI briefs you before you pick up. It works inside Lofty's CRM.
Sierra Interactive Lead Engage
Sierra's Lead Engage qualifies buyers and sellers through two-way text conversations, then sends you an alert when a lead is ready. It runs inside Sierra's CRM and keeps engaging leads for up to 12 months. Its page doesn't say it calls.
BoldTrail (kvCORE) Concierge AI
BoldTrail's Concierge AI texts and qualifies new leads around the clock and alerts agents when it's time for a person to step in.
CINC AI
CINC AI is a text-based assistant that works leads around the clock. It tells you when to take a lead over, and you can step in at any time. It's an optional add-on to CINC.
Real Geeks Geek AI
Geek AI starts a text conversation with a new lead right away and works inside the Real Geeks platform. Geek AI Voice is listed as coming late 2026.
What about BoomTown?
BoomTown's answer is people, not AI. Its Success Assurance service has US-based Lead Concierges (its words: "no bots") who qualify leads in as little as 90 seconds, nurture them for up to a year and live-transfer conversation-ready leads to your agents.
We left out general sales AI that isn't built for real estate teams, like Conversica and Perspective AI, and build-it-yourself voice platforms like Retell AI, Vapi and Synthflow, which need a developer to set up.
What does it cost to get an AI ISA running?
Prices as each company's site shows them, read November 4 and 8, 2026. Most of the built-in AIs have no price of their own: you see it on a demo, with the platform.
| AI ISA | How you get it | What you pay to start |
|---|---|---|
| Callingly | On top of your CRM | $100 a month, which includes $100 of usage. $0.50 per AI call, $0.12 per text segment. Unlimited users. 14-day trial, no card. |
| Sami AI | On top of your CRM | $249 a month for up to 50 buyer leads, then $2.99 per lead |
| Carly | On top of your CRM | $35 a month with 200 credits, or $35 per seat a month |
| Structurely (21X) | On top of your CRM | Talk to sales: a platform fee plus usage, voice from $0.07 a minute with your own carrier |
| Verse | On top of your CRM | Contact sales |
| Ylopo AI | Inside Ylopo | On a demo, priced on database size |
| Lofty AI Sales Agent | Inside Lofty | An add-on, no price listed |
| Sierra Lead Engage | Inside Sierra | $199 a month add-on to the Essential or Growth package (from $399.95 a month, billed annually); not on Starter |
| BoldTrail Concierge AI | Inside BoldTrail | On a demo |
| CINC AI | Inside CINC | Optional add-on, on a demo |
| Real Geeks Geek AI | Inside Real Geeks | Platform $399 a month plus a $500 setup fee; Geek AI Text $49 a month, or included with a lead package |
On Callingly, an AI call is billed only when it completes, answered by the lead or by voicemail. Calls that ring out or hit a busy signal aren't billed.
Can you keep your AI ISA if you switch CRMs?
A built-in AI ISA stays with its platform. Leave the platform and its AI stays behind. An add-on stays with you: connect it to the new CRM and it keeps calling. If your team has changed CRMs before, or might, that's worth more than one fewer login.
What should you ask before you sign?
Our real estate ISA guide has the questions to ask about the handoff: what the lead hears, what happens when no agent is free, when it calls and what lands in your CRM. If you're weighing an AI against a person, we compared the two in AI vs human ISA.
Ask every vendor on this list one more thing: how does it handle consent? In February 2024 the FCC ruled that the TCPA's limits on calls with an "artificial or prerecorded voice" cover AI-generated voices. Ask each vendor what consent it expects you to have and what it lets you set.
Want every new lead on the phone without leaving your CRM? Try Callingly free for 14 days on the leads you already have.