Sales Genius Back to resources
The live toolbox

My favourite
AI tools.

Every plug-and-play tool I actually use and recommend, sorted by the traffic jam it fixes. Find your reddest light from the workbook, then pick one tool to install by Monday. One tool. Not the whole menu.

Jam 01

If your reddest light is Marketing

The contractors who get you seen.

Free starter
Canva (Magic Write + Magic Design)
Listings, social posts, branded templates, on-brand visuals. Your crew can design content and auto-post.
Free/ $15 Pro
Cheap
Opus Clip
Turns one long video into 10 short-form clips with captions, hooks, and trending music. Hand off long-form video and get a week of content back.
$19/ month
Premium
HeyGen
An AI video avatar of you. Your crew writes the script, HeyGen makes dozens of personalized listing and market videos in your voice and face. For agents who hate filming.
$30–90/ month
Cheap
Run your community, courses, and member content in one place. Great if you're building an audience beyond social and want a home base your buyers and sellers can join.
$9/ month
If I had to pick one for you

Stuck on content? Opus Clip alone replaces three hours of editing a week. Start there. Hate being on camera? HeyGen turns you into an avatar so your crew can produce video without you.

Jam 02

If your reddest light is Sales

The contractors who never miss a lead.

Free starter
ChatGPT or Claude + your follow-up prompts
Personalized lead follow-up drafts and objection responses. Your crew can run these prompts on a schedule.
Free/ $20
Cheap
AI note-taker that records your sales calls, extracts action items, and drafts follow-up emails. Built for agents who struggle to stay on top of follow-up.
$10–18/ month
Cheap (alt)
Lofty (with Sales Genius discount)
Real estate CRM with built-in AI workflows: auto-tagging leads, drafting replies, scheduling touchpoints.
Varies
Premium
E2C AI Conversion System
Our AI voice agent calls every lead within 90 seconds and qualifies them, then our SMS bot texts to book the appointment directly. Two-channel pickup that closes the lead-to-appointment gap.
Waitlistopen
If I had to pick one for you

Leads you reach within 5 minutes are 21 times more likely to qualify than the ones you reach in 30. An AI that calls in 90 seconds wins that race every time. Want early access to our E2C AI Conversion System? Join the waitlist below.

Jam 03

If your reddest light is Client Delivery

The contractors who keep the deal moving.

Free starter
Otter.ai
Records and transcribes showings, buyer consultations, and listing presentations, so nothing falls through the cracks.
Free/ $16.99
Cheap
ShowingTime
Automated showing scheduling. Listing agents book, buyer agents request, feedback gets captured automatically.
$30–60/ month
Premium
Open To Close
Full transaction management: milestone tracking, document coordination, automated client updates from contract to close.
$35–60/ deal
If I had to pick one for you

Otter after every showing means every client gets a recap by the time they get home. That single habit rebooks more business than any prospecting plan.

Jam 04

If your reddest light is Operations

The contractors who run the office while you sell.

Free starter
NotebookLM
Build a searchable shared knowledge base: every SOP, brokerage doc, and onboarding video, queryable like ChatGPT. Train your staff once.
Free
Cheap
Notion AI
Your company dashboard: internal operations board, weekly recaps, project tracking, all with AI summarization.
$10/ user mo
Premium
Wispr Flow + automation stack
Voice-to-text dictation 4 times faster than typing. Stack with Zapier or Make.com for autonomous multi-step workflows you don't have to watch.
$15+/ month
If I had to pick one for you

NotebookLM is the quietest unlock in this whole toolbox. Drop your SOP library in once, and every new hire has a senior team member to ask. It pays you back every onboarding.

Jam 05

If your reddest light is Finance

The contractors who make sense of the numbers.

Free starter
Claude or ChatGPT + your market reports
Drop in a market PDF, get the buyer and seller takeaway in seconds. Summarize commission statements, year-end totals, deal economics.
Free/ $20
Cheap
QuickBooks + Claude integration
Real bookkeeping that talks to your crew. Categorize expenses, reconcile commissions, and flag the deals that need your attention. We already built this integration.
$30–50/ month
Premium
BatchData MCP
Property data on demand: owner records, mailing lists, off-market intelligence. Pulled straight into your crew for prospecting, comps, and investment analysis.
$50–200/ month
If I had to pick one for you

Most agents don't know their numbers because their numbers live in four different places. QuickBooks talking to Claude solves that. Pick one tool. Centralize.

The one we built

The E2C AI Conversion
System.

Our AI voice agent calls every new lead within 90 seconds and qualifies them on the phone, then our SMS bot texts to book the appointment. Built on the same stack as the AI co-worker you mapped today, fully integrated. Get on the early-access waitlist.

Join the waitlist Or book a call

Build vs. Buy

The decision most agents get wrong. Here is the rule.

🔨 Build when

  • The tool doesn't exist yet.
  • The tool exists but can't see your data.
  • You're solving a problem specific to your business.
  • You have lots of time and not lots of money.

🛒 Buy when

  • You're busy. Your time is worth more than the tool costs.
  • The tool exists and matches your jam.
  • You're solving a problem thousands of agents share.
  • Setup would take longer than a few weeks.

Most of you, most of the time: buy. Don't waste a Saturday building what someone has already built for you.

Picked your tool?

Let's match it to a plan.

Bring your reddest light and the tool you circled. Fifteen minutes, and you leave with a build plan that fits your business.

Book your Game Plan Call
Prices accurate as of June 2026. This list is updated as the landscape changes.