CRM - WarmReal

Call Goal Progress

Pipeline Overview

Today's Follow-Ups

Recent Activity

To-Do List

Status

Lead Source

Search

Name	Status	Phone	Motivation	Asking Price	Last Contacted	Next Follow-up	Tasks	Calls
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Scripts

Select a script or create a new one

Lead Queue

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📞

Select a lead from the queue to start dialing

Import Contacts (CSV)

📄

Drag & drop a CSV file here, or click to browse

Supported columns: full_name (or first_name + last_name), phone, email, company, status, lead_source, motivation, tags, address, city, state, zip, asking_price, notes

Export CRM Data

Download all your CRM contacts, tasks, notes, call logs, and scripts as a JSON file.

To

AI Generate

Tone

Length

Purpose

Custom instructions

Subject *

Message *

Select Contacts

Use AI to personalize each email

Subject *

Message *

Upload CSV

📎

Drag & drop a CSV, or click to browse

Required column: email. Optional: name, company, or any other info columns for AI.

Use AI to write personalized emails from CSV data

Tone

Purpose

Instructions

Fallback Subject (used when AI is off)

Fallback Message

Sent Emails

Recipient	Subject	Status	Opens	Sent	First Opened
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Dashboard

Contacts

Pipeline

Follow-Ups

Call Scripts

Power Dialer

Import / Export

Compose Email

Email Dashboard

📞 Make a Call