Bulldog CrossingLeasing CRM starter

Dashboard

Start with the leasing work that needs a person, then scan the rest.

AI leasing agent has launch blockers

Review these before relying on the AI for live chat, SMS, email, tours, and handoffs.

Open AI Settings
3 blockers2 warnings
BlockerLaunch setup

AI provider is not fully configured

Add the missing credentials in API Keys or environment settings.

BlockerLaunch setup

SMS provider is not fully configured

Add the missing credentials in API Keys or environment settings.

BlockerLaunch setup

Email provider is not fully configured

Add the missing credentials in API Keys or environment settings.

Hot Responses

2 may need a person · 0 AI handling

View

2

Needs Human Follow-Up

3 tasks · 0 AI reviews · 1 tour requests

Open

11

Missing Phone Calls

0 open call tasks · 4 no-contact leads need today's call

View

4

Today Queue

The shortest path through the human leasing work that can move tours forward.

17 open
responded

Warm lead may need a person

Avery Cole

Responded 7 hr ago · Active · Yes, can I see it this week?

Review
responded

Warm lead may need a person

Priya Shah

Responded 7 hr ago · Active · Yes, can I see it this week?

Review
tour

Confirm requested tour time

Noah Brooks

Requested Jun 21, 5:01 PM. Tour Requested · (706) 555-0107 · noah.brooks@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:21 PM

Schedule
text

Text Maya about tour times

Maya Patel

New Prospect · (706) 555-0101 · maya.patel@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:01 PM · due Jun 19, 5:46 PM · Starter manual task for testing the calendar...

Work
follow up

Follow up from note

Avery Cole

Active · (706) 555-0105 · avery.cole@example.com · Assigned to Property Manager · due Jun 19, 6:00 PM · Follow up today at 2:00 PM with available tour windows and private bathroom...

Work
tour

Prepare tour confirmation

Noah Brooks

Tour Requested · (706) 555-0107 · noah.brooks@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:21 PM · due Jun 19, 6:31 PM · Confirm requested Friday afternoon tour w...

Work
needs call

No-contact lead needs today's call

Maya Patel

New Prospect · (706) 555-0101 · maya.patel@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:01 PM

CallOpen
needs call

No-contact lead needs today's call

Jordan Reed

First Contact Attempt · (706) 555-0102 · jordan.reed@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:06 PM

CallOpen
needs call

No-contact lead needs today's call

Sofia Martinez

Second Contact Attempt · (706) 555-0103 · sofia.martinez@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:16 PM

CallOpen
needs call

No-contact lead needs today's call

Ethan Kim

Third Contact Attempt · (706) 555-0104 · ethan.kim@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:31 PM

CallOpen

Needs Human Follow-Up

Work these first. These are items where AI has stopped, asked for help, or the lead is waiting on a person.

11 open

Due Tasks

3
textText Maya about tour times

Maya Patel · due Jun 19, 5:46 PM · Leasing Agent

Starter manual task for testing the calendar workflow.

Open Lead
follow upFollow up from note

Avery Cole · due Jun 19, 6:00 PM · Property Manager

Follow up today at 2:00 PM with available tour windows and private bathroom details.

Open Lead
tourPrepare tour confirmation

Noah Brooks · due Jun 19, 6:31 PM · Leasing Agent

Confirm requested Friday afternoon tour window.

Open Lead

Tour Requests

1
tour requestSchedule tour request

Noah Brooks · requested Jun 19, 5:01 PM

Requested time: Jun 21, 5:01 PM

Open Lead

Human Takeover

2
humanAI paused for human takeover

Active · (706) 555-0106 · priya.parent@example.com · Assigned to Property Manager

Parent helping a student compare housing close to UGA.

Open Lead
humanAI paused for human takeover

Active · (706) 555-0105 · avery.cole@example.com · Assigned to Property Manager

Asked whether tours are available this week.

Open Lead

Due Lead Follow-Up

5
follow upFollow up with prospect

New Prospect · (706) 555-0101 · maya.patel@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:01 PM

Looking for a quieter place near UGA for fall.

Open Lead
follow upFollow up with prospect

First Contact Attempt · (706) 555-0102 · jordan.reed@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:06 PM

Clicked the lower-rent ad and asked for details.

Open Lead
follow upFollow up with prospect

Second Contact Attempt · (706) 555-0103 · sofia.martinez@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:16 PM

Interested in washer/dryer and private bathroom.

Open Lead
follow upFollow up with prospect

Tour Requested · (706) 555-0107 · noah.brooks@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:21 PM

Requested a tour for Friday afternoon.

Open Lead
follow upFollow up with prospect

Third Contact Attempt · (706) 555-0104 · ethan.kim@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:31 PM

Grad student comparing quieter communities.

Open Lead

Leasing Snapshot

Useful context after the priority queue is handled.

New today

11

Active

2

Tours requested

1

Tours scheduled

1

Tours completed

1

Due follow-ups

5

Keep warm

1

Do not contact

1

New to tour scheduled

9%

Scheduled to completed

100%

Leads By Pipeline Stage

Stage IDs stay stable when names are edited.

New Prospect
1
First Contact Attempt
1
Second Contact Attempt
1
Third Contact Attempt
1
Active
2
Tour Requested
1
Tour Scheduled
1
Tour Completed
1
Application / Lease Follow-Up
0
Keep Warm
1
Do Not Contact
1

Leads By Source

Current source counts for starter reporting.

SourceTypeLeads
Apartments.comlisting service1
Direct Emailemail1
Facebook Marketplacelisting service1
Instagrampaid social1
Manual Entrymanual1
Metapaid social1
RentCollegePadslisting service1
UGA Off-Campus Housinglisting service1
Unknown Listing Serviceunknown1
Websitewebsite1
Zillowlisting service1