Works with your CRM

Keep your CRM. Studio4Agents gives it more to work with.

Many agents already have a CRM, often from their brokerage. Studio4Agents is not asking you to move. It adds the part that happens before someone is a lead in your CRM: what you post each day, branded video, and who in your sphere is reading about buying, selling or financing. Then it sends the people who respond to the CRM you already use.

Supported for lead delivery: BoldTrail (kvCORE), Follow Up Boss, Lofty (formerly Chime and LionDesk) or HubSpot.

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What Studio4Agents adds, and how it reaches your CRM

What Studio4Agents addsHow it reaches your CRM
A daily marketing plan with branded posts for every platform, video scripts and listing and open house marketingThe people who respond become leads, and new leads are sent to your CRM.
Advice4Homeownership articles, guides and your profile page, credited to youQuestions and guide downloads are sent to your CRM with whether the person is buying or selling and their timeframe.
Open house sign-in kioskSign-ins are sent to your CRM.
Ready-made drip campaigns built from Advice4Homeownership articlesCopy them into your CRM. Each article carries your link, so reads still come back to you in Studio4Agents.
Reading signals: what each contact is trying to figure outSee it in Studio4Agents, or ask your connected AI assistant before you call.
Respect for your CRM’s opt-outsUnsubscribes, bounces and spam reports in HubSpot or Follow Up Boss stop Studio4Agents emails to that person too.

Connect your CRM in Studio4Agents Settings with your CRM’s API key. You can also import contacts from Follow Up Boss, kvCORE, BoldTrail, LionDesk or any spreadsheet with a CSV file.

A different signal from a home search

A CRM is usually where you work people once they are clients or active leads. Studio4Agents watches an earlier moment: when someone in your sphere reads about down payments, a VA loan or getting a home ready to sell, downloads your guide, or asks you a question.

That shows what a person is trying to figure out, often before they start looking at homes. It is a signal of interest, not proof someone is ready to move, and Studio4Agents treats it that way.

No double emails, no double work

  • If your CRM already sends drips, turn off any type of Studio4Agents email, or pause them all.
  • Nothing sends without you: follow-up emails wait in your morning review for approval.
  • You never have to keep two pipelines. Studio4Agents has no deal stages to drag around.
  • If your CRM also has an AI connector, you can connect it and Studio4Agents to the same assistant where that assistant allows more than one.

If you would rather have one system

Studio4Agents Contacts can be your CRM: contacts, next steps, reminders, follow-up emails drafted with articles matched to each person, call and showing notes, and history. If you rely on deal pipelines, transaction tracking or a power dialer, keep your CRM for those.

Leads and follow-up in Studio4Agents →

Frequently asked questions

My brokerage gives me kvCORE (BoldTrail). Do I need Studio4Agents?
If you are already posting every day, making video and seeing which people in your sphere are thinking about a move, you may not. Most agents use Studio4Agents next to their brokerage CRM for what happens before someone is a lead: deciding what to post, making it branded, making video, and seeing who is reading about buying or selling. New leads go into BoldTrail, so you keep working them there.
Will I be paying twice for the same thing?
Studio4Agents is the daily marketing, video and early-stage signals, not a second copy of your CRM. You do not have to use its Contacts at all. A brokerage or a partner loan officer can also provide Studio4Agents to you.
Which CRMs can receive Studio4Agents leads?
BoldTrail (kvCORE), Follow Up Boss, Lofty (formerly Chime and LionDesk) or HubSpot. Connect yours in Settings. For other CRMs, export your leads from Studio4Agents and import them with a CSV file.
Do I have to move my contacts?
No. Keep them in your CRM. If you want Studio4Agents to suggest who to contact from your sphere, import them with a CSV file. You can export them any time.
Will my contacts get emails from both systems?
Only if you leave both on. Turn off any type of Studio4Agents email, or pause them all, if your CRM already sends drips. Opt-outs in HubSpot or Follow Up Boss are honored automatically.