Capture · The self-building CRM
The real-estate CRM with no data entry.
Connect Gmail and Marshal builds your book of business for you: every conversation captured, every contact filed, every detail remembered. You did nothing. Your CRM grew itself.
- Built for solo brokers
- Works with Gmail & Google Calendar
- AI drafts. You approve.
The problem
A CRM you have to feed is a CRM that starves.
Every system you've tried died the same way: two weeks of typing in contacts, then a busy Saturday, then a database that's three months stale.
0
Contacts you'll type in
Marshal reads every incoming email, recognizes who it's from, and files the thread — new people become client records on their own.
24/7
Inbox triage
Every email is triaged by AI as it arrives. Anything that needs an answer surfaces as a to-do — with a reply already drafted.
100%
Replies you approve
Marshal drafts from the real thread, in your context. Nothing is ever sent until you review it.
How it works
Connect Gmail. That's the whole setup.
01
Grant access, once
Sign in with Google and grant Gmail access when you're ready — permissions are asked per feature, never all at once.
02
Marshal files everything
Each email is triaged by AI: contacts are created, threads land on the right client timeline, and follow-ups surface as to-dos.
03
You approve and close
Open the draft, tweak a line, send. The busywork is done — your hours go to finding clients and closing.
The difference
A database you feed vs. a chief of staff that feeds you.
| Marshal | A traditional CRM | |
|---|---|---|
| Adding a contact | Automatic — created from the email thread itself | You type it in, field by field |
| Logging a conversation | Every thread lands on the client's timeline on its own | Manual notes, if you remember |
| Replying to a lead | AI drafts from the thread; you review and send | Blank compose box or a canned template |
| Clients going quiet | Status ages automatically and a follow-up to-do appears | You notice when it's too late |
| Texting (SMS) | Not yet — Marshal works email, calendar, and AI phone calls today | Often included |
Marshal is built for solo brokers on Gmail and Google Calendar. If your business runs on texting-first workflows, a traditional CRM may fit better today.
FAQ
No data entry, really?
How can a CRM work without data entry?
Marshal sits on top of your Gmail. When an email arrives, AI works out who it's from and what it's about, creates or updates the contact, and files the thread on that person's timeline. The CRM is a by-product of answering your email — not a second job.
Do I have to import my contacts first?
No. Marshal builds records from the conversations you already have, starting the moment you connect Gmail. If you keep a spreadsheet of leads, you can import it as a CSV too — but it's optional.
What does Marshal do with my Gmail? Is it private?
You grant access explicitly, per feature — signing in only shares your identity. Marshal uses Gmail access to file conversations and draft replies on your behalf, and nothing is ever sent without your approval.
Does it handle texting or WhatsApp?
Not today. Marshal works where solo brokers actually close: email, Google Calendar, and AI phone calls that book appointments for you. More channels are on the roadmap.
What happens when a client goes quiet?
Client status ages automatically as conversations cool, and Marshal surfaces a follow-up to-do with a drafted check-in — so no one slips away unnoticed.
Is Marshal for teams?
Marshal is built for the solo broker — one person carrying capture, nurture, and growth alone. No seats, no lead routing, no team plumbing you'd be paying for.
You never do data entry again.
Set up in minutes. Connect Gmail when you're ready — Marshal takes the busywork from there.
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