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
1 blocker0 warnings
BlockerReview loop

High-priority AI issues are open

Review and resolve the open items before production launch.

Hot Responses

8 may need a person · 4 AI handling

Open

12

Needs Human Follow-Up

38 tasks · 94 AI reviews · 12 tour requests

View

162

Missing Phone Calls

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

View

29

Today Queue

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

199 open
responded

Warm lead may need a person

Nick.Leap@merakiapts.com

Responded 90 days ago · Tour Scheduled · Re: Tour confirmed - Bulldog Crossing - Thanks. I would actually like to change that time to 11am.

responded

Warm lead may need a person

Avery Cole

Responded 97 days ago · Tour Scheduled · Yes, can I see it this week?

responded

Warm lead may need a person

+19122852738

Responded 6 days ago · Active · Inbound phone call received.

responded

Warm lead may need a person

+17065108321

Responded 40 days ago · Active · Inbound phone call received.

responded

Warm lead may need a person

+17065108376

Responded 54 days ago · Active · Inbound phone call received.

responded

Warm lead may need a person

+17069369785

Responded 70 days ago · Active · Inbound phone call received.

responded

Warm lead may need a person

SMS Loop Test

Responded 89 days ago · Active · Closed-loop reply BCRM-SMS-LOOP-20260626212051-VFASU: This is the controlled test reply for CRM inbound SMS verification.

responded

Warm lead may need a person

Priya Shah

Responded 97 days ago · Active · Yes, can I see it this week?

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

tour

Confirm requested tour time

Avery Cole

Requested Jun 25, 2:39 PM. Tour Scheduled · (706) 555-0105 · avery.cole@example.com · Assigned to Property Manager

Human Timer SLA

Only work where a person owes the next move.

0 overdue

Open Timers

12

Overdue

0

Accepted Handoffs

0

Completed 7 Days

0

Avg Completion

No completions

human neededProperty ManagerHot response: contact prospect now

Taylor Chatbot Test · due Sep 24, 7:12 AM · Tour Requested

Website chat handoff by chat. Latest message: I am Taylor Chatbot Test. I am looking for a 2 bedroom for August and care most about quiet and parking...

human neededProperty ManagerHot response: contact prospect now

Nick.Leap@merakiapts.com · due Sep 24, 7:12 AM · Tour Scheduled

Inbound email task needs human follow-up by email. Latest message: Thanks. I would actually like to change that time to 11am. Human timer: respon...

human neededProperty ManagerHot response: contact prospect now

SMS Loop Test · due Sep 24, 7:12 AM · Active

Inbound SMS tour request needs human scheduling by sms. Latest message: Closed-loop reply BCRM-SMS-LOOP-20260626211700-ZWFVZ: I'm still looking for a...

human neededProperty ManagerInbound call: answer or call back

+17065108321 · due Sep 24, 7:12 AM · Active

Inbound call from +17065108321. Twilio is routing the caller through the call tree. Lead is after hours. Prospect should get a call or virtual-tour a...

human neededProperty ManagerHot response: contact prospect now

+16783169141 · due Sep 24, 7:12 AM · Active

Inbound SMS needs human review by sms. Latest message: I just wonder what time they were gonna bring my car Thank you Jessie Israel Human timer: resp...

human neededProperty ManagerInbound call: answer or call back

+19122852738 · due Sep 24, 7:12 AM · Active

Inbound call from +19122852738. Twilio is routing the caller through the call tree. Three staff attempts have been reached. Prospect should get a cal...

human neededProperty ManagerInbound call: answer or call back

+17069369785 · due Sep 24, 7:35 AM · Active

Inbound call from +17069369785. Twilio is routing the caller through the call tree. Three staff attempts have been reached. Prospect should get a cal...

human neededProperty ManagerInbound call: answer or call back

+17065108376 · due Sep 24, 7:35 AM · Active

Inbound call from +17065108376. Twilio is routing the caller through the call tree. Lead is after hours. Prospect should get a call or virtual-tour a...

Hot Responses

Prospects who replied by chat, SMS, email, or another inbound channel. These are warm leads, sorted by funnel value and response recency.

12 warm
person neededemailTour Scheduledhigh value
Nick.Leap@merakiapts.com

Responded 90 days ago · Automation paused

Re: Tour confirmed - Bulldog Crossing - Thanks. I would actually like to change that time to 11am.

person neededsmsTour Scheduled
Avery Cole

Responded 97 days ago · Human takeover

Yes, can I see it this week?

person neededvoiceActivehigh value
+19122852738

Responded 6 days ago · Human takeover

Inbound phone call received.

person neededvoiceActivehigh value
+17065108321

Responded 40 days ago · Human takeover

Inbound phone call received.

person neededvoiceActivehigh value
+17065108376

Responded 54 days ago · Human takeover

Inbound phone call received.

person neededvoiceActivehigh value
+17069369785

Responded 70 days ago · Human takeover

Inbound phone call received.

person neededsmsActivehigh value
SMS Loop Test

Responded 89 days ago · Automation paused

Closed-loop reply BCRM-SMS-LOOP-20260626212051-VFASU: This is the controlled test reply for CRM inbound SMS verification.

person neededsmsActive
Priya Shah

Responded 97 days ago · Human takeover

Yes, can I see it this week?

Leasing Snapshot

Useful context after the priority queue is handled.

New today

0

Active

7

Tours requested

12

Tours scheduled

6

Tours completed

1

Due follow-ups

15

Keep warm

3

Do not contact

5

New to tour scheduled

14%

Scheduled to completed

17%

Leads By Pipeline Stage

Stage IDs stay stable when names are edited.

New Prospect
3
First Contact Attempt
2
Second Contact Attempt
1
Third Contact Attempt
1
Active
7
Tour Requested
2
Tour Scheduled
4
Tour Completed
1
Application / Lease Follow-Up
0
Keep Warm
3
Do Not Contact
5

Leads By Source

Current source counts for starter reporting.

SourceTypeLeads
Apartments.comlisting service1
Closed-loop SMS testunknown1
Direct Emailemail7
Facebook Marketplacelisting service1
Inbound Phone Callunknown4
Instagrampaid social1
Manual Entrymanual2
Metapaid social1
Production SMS Testunknown1
RentCollegePadslisting service1
Twilio Production Testlisting service1
UGA Off-Campus Housinglisting service1
Unknown Listing Serviceunknown1
Websitewebsite2
Website Chatbotwebsite2
Website Tour Bookingwebsite1
Zillowlisting service1