Common questions.
If you don't see what you're looking for, book a call and ask Clayton directly.
The Platform
What is Proplo?
Proplo is an AI-native real estate platform that combines pipeline management, an AI voice agent, an AI copilot, a marketing studio, and a deal document center in one system. Agents, teams, and brokerages run every lead, deal, and marketing task inside Proplo instead of stitching five tools together.
How is Proplo different from a regular real estate CRM?
A real estate CRM stores contacts and waits for you to act. Proplo acts first. Proplo calls a new lead within minutes, scores every contact by urgency, drafts the follow-up, builds the listing graphics, and tells you what needs attention today. You approve the work instead of creating it from scratch.
Does Proplo replace my CRM?
Yes. Proplo includes full contact and pipeline management, so Proplo replaces a standalone real estate CRM rather than sitting on top of one. Most agents retire their old CRM when they move over.
How is Proplo different from Follow Up Boss, kvCORE, or Lofty?
Follow Up Boss, kvCORE, and Lofty are built around a database you work in. Proplo is built around AI that works the pipeline for you. Proplo places the call to a new lead, reads back what it learned, drafts the next message, and produces the listing graphics. Those tools give you somewhere to record activity. Proplo generates the activity and asks you to approve it.
Who is Proplo built for?
Proplo is built for solo agents, teams, and brokerages. Solo agents get the full AI stack of pipeline, voice agent, copilot, and marketing without paying for team management features. Teams add roster controls, a whole-team pipeline view, and round-robin lead routing. Brokerages add an admin console and template governance across every agent.
Can I handle transaction paperwork inside Proplo?
Yes. The Deal Document Center gives you a stage checklist for every transaction, prefills your forms from the deal data, lets you edit PDFs right in the browser, and sends the full packet to the right people without leaving the deal.
Is Proplo a transaction management platform?
Partly. Proplo includes a Deal Document Center with a stage-by-stage checklist of required forms, deal facts entered once and prefilled into every form, an in-browser PDF editor, and packet sending with delivery tracking. Proplo does not replace your MLS or your brokerage's compliance system of record.
AI Voice Agent
What is an AI voice agent in real estate?
An AI voice agent is software that places and answers phone calls for a real estate agent, holds a live conversation with the lead, and reports back what it learned. In Proplo, the AI voice agent calls a new lead within minutes, qualifies them on budget and timeline, and hands the agent a written summary.
Does Proplo actually call my leads for me?
On the Pro and Premium plans, yes. Proplo places the outbound call to a new lead, talks with them live, and hands you a summary covering budget, timeline, and objections. On the Core plan, Proplo connects the call live between you and the lead instead, and records and transcribes it automatically.
Can Proplo answer my incoming calls?
Answering inbound calls with AI is a Premium feature. Premium includes a dedicated AI line your clients can call directly, plus three times the voice capacity. Core and Pro cover outbound calling.
How fast does Proplo call a new lead?
Within minutes of the lead arriving, day or night. A lead who submits a form at 9 p.m. gets a call that evening rather than the next morning, which is usually the difference between the agent who booked the appointment and the agent who left a voicemail.
Are calls recorded and transcribed?
Yes, on every Proplo plan. Proplo records each call, transcribes it, and extracts the signals that matter: budget, timeline, and objections. Recordings play back in the browser and the written summary lands on the contact record.
How many call minutes are included?
The Core plan includes 300 minutes a month. Pro includes unlimited call intelligence, Premium adds three times the voice capacity, and team plans pool 200 to 400 AI voice minutes per seat depending on the tier.
Does Proplo respect do-not-call rules?
Yes. Do-not-call enforcement runs on every outbound channel in Proplo and fails closed, so a suppressed number is not dialed or texted. Managing that list at a team level goes through Proplo support today rather than a self-serve admin screen.
AI Copilot & Automation
What can the AI copilot do?
The AI copilot answers questions about your pipeline in plain English and drafts the next step. Ask which buyers have gone quiet, what is outstanding on a contract, or for a follow-up email on a specific file. The copilot answers from your real data and hands you the action in one tap.
Will Proplo send a message to a client without my approval?
Not the messages the copilot drafts. Emails and texts the AI writes for a client wait for your approval before they send. Listing milestone posts work differently: when a listing moves to Just Listed, Under Contract, or Just Sold, Proplo can publish the post and caption on its own. Your settings control which automations run unattended and which wait for you.
Can I customize the automation sequences?
Yes. You set the triggers, the timing, and the messages. Proplo ships with sequences for lead nurture, deal follow-up, vendor coordination, and post-close outreach. Run them as they come or build your own.
What does Proplo automate once a deal goes under contract?
Proplo runs the vendor cascade. Title, inspector, and stager outreach fires on the stage change instead of waiting on you. After closing, Proplo sends the review request and starts the past-client nurture sequence that keeps you in front of them.
Can the AI use my own scripts and expertise?
On Pro and Premium, yes. You upload your own material to the AI copilot knowledge base, and the copilot draws on it when it answers questions and drafts messages, so the language sounds like yours rather than generic.
Pricing & Plans
How much does Proplo cost?
Proplo Core for a solo agent is $249 a month. Pro and Premium for solo agents, and every team plan, are quoted on a call because they scale with voice volume and seat count. Brokerage pricing starts at $1,500 a month for offices of 14 or more agents.
What is included in the $249 Core plan?
Core includes pipeline management with AI health scoring, the AI copilot, human-bridged calling with recording and transcription at 300 minutes a month, the Deal Document Center with an in-browser PDF editor, a unified inbox for email, SMS, and calls, social posting with starter templates, and automatic intro emails and stale-lead follow-ups.
Why are Pro, Premium, and team plans quoted on a call?
Those plans scale with voice volume, seat count, and how much of the automation an operation turns on. Quoting on a call gets you a number matched to real usage instead of a tier you outgrow in a quarter or overpay for all year.
Is there a contract or minimum commitment?
Solo and team plans do not require an annual contract. Brokerage agreements vary with the size of the office. Bring your situation to the demo call and we will lay out the terms plainly.
Getting Started
How long does Proplo onboarding take?
Most agents are working in Proplo the same day. Connect your calendar and email, add your leads, switch on a first automation sequence, and the voice agent is live. We walk through the setup with you on the demo call.
Do I need to migrate all my data before I start?
No. Start taking new leads in Proplo immediately and add existing contacts as you work them. Proplo does not support CSV bulk contact import today, so a large back catalog comes over by hand or with our help during onboarding.
What happens on the demo call?
Clayton, a cofounder, runs every Proplo demo personally. You see the platform live against your own pipeline and your own use case, not a recorded walkthrough. You leave knowing what Proplo does and whether it fits how you work.
What support do I get?
Proplo includes an in-app Help Center with self-serve guides and an AI chat assistant that answers from them. Premium adds a priority support SLA.
Integrations & Limits
Does Proplo connect to my MLS?
Not for listing data. Proplo does not import listings or run an IDX feed from any MLS board today. Premium supports agents working across more than one MLS region, but you keep using your MLS for listing data and to transact. This is the honest answer, and it is worth asking every platform you evaluate.
Does Proplo sync my email?
Yes. Proplo connects Gmail and Outlook and shows real synced mail in the unified inbox alongside SMS and call history, so one client thread reads in one place instead of three.
Can I import my contacts from another CRM?
Not by CSV upload today. Proplo does not have bulk contact import, so contacts move over manually or with help from us during onboarding. Bring the size of your database to the demo call and we will tell you what that move actually looks like.
Does Proplo post to Instagram and Facebook?
Proplo builds the post and writes the caption today. Direct publishing to Instagram and Facebook is fully built and tested on Proplo's side and ships switched off while Meta completes its Business Verification and App Review. That step is waiting on Meta, not on Proplo.
Can Proplo pull leads from Zillow or Realtor.com?
Not automatically today. Proplo captures leads from its own web forms and QR intake pages, and that path works well. Proplo does not yet parse leads directly out of Zillow, Realtor.com, or Facebook Lead Ads, so those arrive by forwarding or by hand.
Does Proplo support single sign-on?
Not today. Proplo authenticates through email and Google sign-in. Enterprise SSO through SAML or Okta is not built, so a brokerage that requires it should raise that on the demo call before committing.
Security & Data
Where is my data stored?
On secure cloud infrastructure in the United States. Proplo encrypts your data at rest and in transit, and Proplo does not sell or share it with third parties.
Can I export my data if I leave?
Yes. You own your data. Ask any time and Proplo exports your contacts, pipeline history, and communication logs. There is no lock-in.
Is Proplo SOC 2 or HIPAA compliant?
Proplo is built on security best practices and does not hold a SOC 2 or HIPAA certification today. If your brokerage carries a specific compliance requirement, bring it to the demo call and we will walk through what Proplo can document.
What happens to a lead or client's data if they ask to be removed?
You can delete a lead or account and Proplo removes the personal data across the platform, including linked records, and applies the same retention rules behind the scenes. Proplo is built for real deletion requests, not for hiding a row in a table.
Who at my brokerage can see what?
Brokerages get an admin console with a roster, role controls, a whole-team pipeline view, and template governance that locks brand standards. Agents see their own book of business. Brokers see across the office.
