Product tour

A day with Ash

Follow one working day for Leah, a realtor, and Marco, who runs a landscaping crew: a call nobody could take, an inbox that filled up overnight, and a quote and a booking asked for in one sentence. These are Ash's own screens, filled with made-up people.

Scroll through it
7:30
Good morning
Leah · Tue, Oct 6
6New leads
2Flagged
1Calls (missed)
Your day
3Replies to send
7Tasks · 2 overdue
4Ash will do
2Today
From your skills
1Documents this week
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Clients
Inbox1
Assistant
Settings

Leah, realtor

Your day at a glance

Leah opens Ash before her first coffee. New leads, missed calls, replies waiting on her and the jobs Ash has lined up are already counted, and every new lead says what is still to do.

  • New leads, flagged clients and missed calls up top
  • Replies to send, tasks due, and what Ash will do on its own
  • Each new lead with how they arrived and what is still to do
7:31
Home
New leads
They got in touch and you haven't come back to them yet.
5 people
(778) 555-0119
Arrived by call
Still to do: Call back about selling their condo before spring.
today
I've followed up✕ Not a real lead
Grace Liu
Arrived through the website
Still to do: Answer her question about first-time buyer programs.
Needs reviewyesterday
I've followed up✕ Not a real lead
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Leah, realtor

The call she couldn't take

Leah is in the middle of a showing when Daniel calls about a listing. Ash answers, writes up the call and texts him back. Eight minutes later, Daniel has replied.

  • A two-line summary of every call
  • The recording, with Ash and the caller on separate tracks
  • A text back right away, so the lead doesn't go cold
8:21
Daniel OkaforNeeds reply · (604) 555-0148
Tue, Oct 6
Call with Ash · 1 min 8 s
Summary
Asked whether the three-bedroom townhouse listing in Burnaby is still available and if he can see it this weekend.
Recording 0:00 / 1:08
Assistant
Caller
0:000:341:08
1×
8:12 AM
Thanks for calling, Daniel! Sorry I missed you. Reply to this text anytime and I'll help you out.
Ash8:13 AM
Hi Leah, yes please! Is it still available? Could I see it Saturday morning?
8:21 AM
Message Daniel Okafor

Leah, realtor

One inbox for texts, email and calls

Every client conversation lands in one list, and anything waiting on Leah is marked. Open a person and Ash tells her what they want and what happens next.

  • Filter by unread, needs reply, or channel
  • Ash's summary of each person: what they want, what's next
  • Automatic follow-ups, with a Take over button
9:05
Sofia Marchetti(604) 555-0131
Sat, Oct 3
Hi! I saw your open house sign. Do you have any two-bedrooms near SkyTrain?
Hi Sofia, thanks for your message. When is a good time to talk?
Ash3:10 PM
Hi Sofia, just following up on your message. Happy to help whenever suits you.
AshSun 2:10 PM
Sofia Marchetti
(604) 555-0131
Call
Client
Suggest
Automatic follow-ups are on for Sofia

A plan that starts by itself can text her. Replying is still up to you.

Take over
Ash's summary
Updated Sun, Oct 4, 4:19 PM
Wants
A two-bedroom condo near SkyTrain, under $750K, moving in by January.
Next
Wait for Sofia to reply, then suggest two viewings this weekend.
Not just real estate

Marco, landscaping

Ask once. Approve. Done.

Across town, Marco runs a landscaping crew. He asks for a quote and a site visit the way he'd ask an office manager. Ash does the legwork, and nothing reaches a client until he taps Approve.

  • A filled-in quote that shows where every figure came from
  • New clients added only when he says so
  • Bookings and texts he reads before they go out
10:02
Hannah Brooks(604) 555-0172
History available since Wed, Sep 23 (SMS, email, calls, bookings). Earlier history may be in your CRM.
Tue, Oct 6
Fri, Oct 9, 1:00 PMYou booked it
10:06 AM
Hi Hannah, confirming your site visit this Friday, Oct 9 at 1 PM. See you then! - Marco. Reply STOP to opt out.
Ash · approved10:06 AM
Message Hannah Brooks

Leah, realtor

Follow-ups that run themselves

A plan is a set of texts and reminders Ash carries out for one client. Leah's new-enquiry plan nudges each new lead after an hour, a day, three days and a week, and hands them back to her as soon as they answer.

  • Ready-made plans for closings, mortgages and missed calls
  • Automatic plans start by themselves for each new person
  • Every message editable, every step timed
12:40
Plans
New enquiry follow-up
Automatic
Starts by itself On
Ash starts this for each new person it applies to.
Turn off
STEPS+ Add
11
TextFirst follow-up

[their greeting], thanks for your message. When is a good time to talk?

1 hour after their first message
22
TextNext day

[their greeting], just following up on your message. Happy to help whenever suits you.

24 hours after their first message
33
TextDay three

[their greeting], checking in once more. Is there anything I can answer for you?

3 days after their first message
44
TextLast note

[their greeting], I'll leave it here for now. Reply anytime and I'll pick it up.

7 days after their first message
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Leah, realtor

One record for every client

Sofia answered the follow-up at lunch. Ash stopped the plan, read her reply, and left Leah a task saying what she wants. Her record keeps the details, the tasks and every message in one place.

  • Call, text, email or reply from the top of the record
  • Tasks Ash writes for you when someone gets back in touch
  • Recent texts, emails and calls under the details
2:30
Back
Client
Sofia Marchetti
ActiveNeeds review
Call Text Email
Reply
DetailsEdit
Name
Sofia Marchetti
Phone
(604) 555-0131
Client type
Buyer
Area of interest
Burnaby / New Westminster
Property type
Condo
Next action
Viewings Sat, Oct 10, 2:00 PM
Lead source
Text
Last contact
today, 1:52 PM
TasksAdd
Sofia replied — Ash stopped her follow-upFollow up · today, 1:52 PM

Ash read her reply as: she'd like to see two-bedroom condos near SkyTrain this weekend, under $750K. "New enquiry follow-up" is stopped and nothing further will be sent automatically. Her own words are on her timeline.

Complete
Send Sofia two condo listings near SkyTrainFollow up · today, 3:00 PM
Completed
Ask about her move-in dateFollow up · Sun, Oct 4
Completed
Log a note
Book an appointment
History
The most recent activity — not the full history.
Yes! Saturday afternoon works. Anything under 750?SMS · today, 1:52 PM
Hi Sofia, just following up on your message. Happy to help whenever suits you.SMS · Sun, Oct 4, 2:10 PM · Ash
Sent: October market update — Burnaby condosEmail · Sat, Oct 3, 5:30 PM

Leah, realtor

Skills for the trade

Skills add what a line of work needs. Leah's cover comparables, market updates, property search and tour planning, and she asks for them in plain words. Daniel's Saturday tour is already on her calendar.

  • Grouped by what they're for: real estate, clients, messages
  • No separate screens to learn: ask for any of them in Assistant
  • Results land where you work, like the calendar
4:15
Skills
Appointments
Sat, Oct 10
Property tour — Sat, Oct 10 — Daniel Okafor (6 stops)until 1:00 PM
Listing photos — Becker homeuntil 3:30 PM
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Leah, realtor

Anything in my email?

Before she logs off, Leah asks one question. Ash reads the last few days of her email, separates the clients from the offers and newsletters, and tells her nothing needs an answer tonight.

  • Reads recent email so you don't have to
  • Separates what matters from offers and newsletters
  • Points you back to what actually needs doing
7:45
History
Assistant
New
Anything in my email I need to deal with?
Reading your recent email…

Last 3 days, nothing urgent needs a reply:

  • Priya Nair, mortgage broker — intro email offering a call about pre-approvals for your buyers. No action unless you want to connect.
  • Showing feedback, Burnaby townhouse — two agents, both positive. One asks what the strata fees are.
  • Strata documents for the Becker listing — from the property manager. Worth a skim before Thursday's signing.
  • Real estate board newsletter — ignore.

The one reply worth sending is the strata-fee question, and that can wait until morning. Your real to-do list is the 2 overdue tasks and Daniel's tour on Saturday. Want me to pull those up?

Ask, or tell me what to do
Home
Clients
Inbox1
Assistant
Settings

For businesses that live on the phone

Clients call, text and email. Ash keeps up.

Realtors, clinics and practices, home services and trades, professional services, studios. If your clients reach you on every channel at once, Ash answers, sorts and follows up, and asks you before anything goes out.

See plans and pricing

Everyone and everything in this tour is made up: the people, the businesses and the conversations. Phone numbers use the 555-01xx range set aside for fiction. The screens are rebuilt from the Ash app and filled with sample data.