Frankie is the CRM.
A complete, modern system of record for your business — with an AI colleague who works your records, prepares your calls, triages your mail, and runs the office while you’re in the field.
“Frankie isn’t a bot sitting on top of your software. Frankie is where the agency’s people, listings, notes, and workflows actually live.”
Built for the way you actually work.
Choose the version shaped for your workflow — from a solo agent’s own records to a full office CRM, or a trades and studio practice.
The Complete Agency Operating System
From prospecting call sessions and Saturday open homes to multi-offer negotiation desks, live tracked vendor reports, and Rex bidirectional sync.
- Start as one agent, or roll out the whole office
- Prospecting engine with context & talking points
- Saturday Open-Home to outbox workflow in 45 mins
- Negotiation desk, vendor reports, and Lead Hub
The Office Brain for Trades, Clinics & Studios
For businesses that run on jobs, quotes, and customer relationships. Voice note from the truck directly to customer records, reminders, and drafted replies.
- Quote chases & 30-day invoice nudges that never slip
- Voice note capture from the road into CRM records
- Permissioned SMS & email nurture to past clients
- Custom feature builds & bespoke tools available
- Zero rogue actions — exact approvals on every send
Start as one person.
Or bring the whole office.
Frankie Agent is a personal workspace you can open in minutes. Frankie CRM is the shared office system. Both start on a 14-day trial of the full platform — no card required.
Just you. No IT approval.
Personal workspace · no office IT ticket
For sales agents, BDMs and property managers whose office won’t switch CRMs. Your own contacts, properties, Lead Hub, morning call board and optional personal mailbox — captured from forms, voice, cards and imports.
- Self-serve in minutes, no card yet
- Lead Hub forms, business-card scan, voice capture
- Add an assistant seat when you need one
- Move the workspace into an agency later
The office system of record.
Shared office workspace
For principals who want shared records, roles, listings, marketing and publishing. Owner invites the team; verified email domains can auto-join. Rex, Outlook and Gmail sit beside the kernel — they don’t own it.
- Owner, admin and agent roles
- Listings, campaigns, vendor reports, negotiation
- Per-user mailboxes and office-wide automations
- Publishing only with agency authorisation
Three ways to work.
Exactly as you choose.
One colleague, three distinct gears. You decide whether Frankie is researching, taking action in the CRM, or designing polished marketing assets.
Think out loud without risking your database.
Chat mode answers directly from your CRM history, local suburb sales data, and current Victorian legislation. It cannot delete, publish, or send anything.
- Source citation: Grounds every legal answer in official legislation.
- Market intelligence: Summarises past vendor appraisals and price movements.
- Memory recall: Surfaces customer preferences and past conversation notes.
Under Section 31 of the Sale of Land Act 1962 (Vic), the 3 clear business day cooling-off period does NOT apply to properties sold at auction, or sold within 3 clear business days before or after a publicly scheduled auction.
For 14 Bellbird Ave, the auction is scheduled for this Saturday. Any contract signed between Wednesday and next Wednesday is exempt from cooling-off.
Hand over the heavy lifting. Stay the publisher.
Work mode creates records, manages listing lifecycles, and queues outbound SMS/emails. Every consequential action stops at an approval card before anything leaves the office.
- Exact Recipient List: See precisely who receives every message.
- Consent Verification: Automatic compliance check for opt-ins and STOP footers.
- Idempotent Safety: Never double-sends, even during network drops.
I’ve prepared personalized SMS follow-ups for all 14 verified attendees. Opt-outs and quiet hours have been checked.
Recipients: 14 verified open-home attendees
Sender: Marlowe & Hart Agency Gateway
Message preview: “Hi [First Name], thanks for inspecting 8 Waratah Grove today. What were your thoughts on the property and price guide? — Luke, Marlowe & Hart”
From listing notes to multi-channel campaigns.
Creative mode uses a multi-model pipeline to produce editorial articles, Canva design templates, property descriptions, and responsive Frankie Mail newsletters.
- Native Email Studio: Modular drag-and-drop property cards and market graphs.
- Grok & Canva Integration: Generates branded marketing collateral in seconds.
- Listing Storytelling: Transforms floor plans and agent notes into compelling copy.
Everything that runs the office.
In one cohesive system.
No Frankenstein stack of 7 disconnected tools. Frankie handles your contacts, calls, listings, negotiations, and automations in a unified reactive platform.
The calls worth making, queued every morning.
Overnight, Frankie evaluates past appraisals, stale buyers, and transaction anniversaries. It hands you a curated call session with the exact reason and talking points attached.
- Context at a glance: “Sold 42 High St 3 years ago; child starting high school next term.”
- One-tap outcome pills: Log voicemails, appraisals booked, or callbacks with a single tap.
- Automatic task pipeline: Instantly schedules next steps directly into your calendar.
Overnight emails sorted before your first coffee.
Frankie connects to Outlook and Gmail, sweeps incoming messages, matches them to CRM records, and stages drafted replies waiting for your approval.
- Signal from noise: 15 overnight emails become the 3 that actually require your attention.
- Record linking: Attaches buyer enquiries and vendor emails directly to property cards.
- Drafts in your voice: Prepares replies using your natural tone and agency guidelines.
Every enquiry lands in one inbox. Consent captured at the source.
Public forms at /f/<slug> for website enquiries, open-home check-ins, appraisal requests and buyer registration. Photograph a business card. Speak a note from the Watch. Frankie matches it to a contact — or creates one — and queues the follow-up.
- Branded public forms: Share a link, QR at the door, or drop it in an email signature.
- Card scan: Camera on mobile, vision parse, confirm before a record is created.
- Buyer match profiles: Briefs (suburbs, beds, price) matched automatically against your own listings.
Half spreadsheet, half high-velocity call list.
Import CSV lists of past buyers, landlords, or local farms. Filter, sort, and execute call sessions directly across the rows without cluttering your core CRM database.
- Instant CSV ingestion: Retains all custom columns and metadata.
- In-table call sessions: Work down the list while Frankie logs notes per row.
- Push to Prospecting: Elevate high-value leads into core CRM records with one click.
Working inside the websites you already use.
Frankie’s Chrome side panel reads the live webpage you’re viewing — whether it’s realestate.com.au, Rex, or an external portal — and drafts data directly into form fields.
- Browser Run: Supervised web automation that extracts data and drafts form entries.
- Screen OCR Context on Mac: Hold a key to talk to Frankie about what’s on your screen.
- Apple Watch Quick Notes: Capture voice memos between appointments that sync by morning.
Fourteen jobs running while you sleep.
Frankie executes scheduled operational routines across your database. Low-risk audits run automatically; anything leaving the office waits in your morning review queue.
The Night-Shift Operational Roster
Live cron jobs on your isolated agency instanceSame memory on every screen.
Sign in once. A note captured on your Apple Watch is immediately visible on your desktop CRM, and a reminder set on Mac alerts your iPhone on the road. Claude Desktop and Claude Code can sit on the same records.
Full CRM Cockpit
The complete CRM, Ask Frankie workspace, Whiteboards, and Listing Manager with zero installation required.
Field Companion
Open-home check-ins, Lock Screen live attendee counters, quick prospecting sessions, and audio notes.
Quick Note
One-tap voice capture from your wrist between opens. Transcribed and matched to customer records by morning.
Hold-to-Talk
Voice overlay from any app, screen OCR context, and supervised Computer Run to control native macOS tools.
Where you already work
Chrome side panel on live portals, plus Frankie as an MCP connector in claude.ai, Desktop and Claude Code.
Your data never trains public models.
Your database is yours alone.
Engineered with rigorous Australian privacy compliance, isolated databases per tenant, and strict human-in-the-loop safeguards.
One Database Per Business
Your client notes, vendor records, and confidential transaction details reside in a dedicated, isolated partition. Never pooled with competitors.
Bidirectional Rex & Mail Sync
Run Frankie as your primary CRM today, or sync seamlessly beside Rex, Outlook, and Gmail with idempotent safety ledgers.
The Exact Approval Guarantee
Outbound SMS, marketing newsletters, and consequential status changes pause for human verification. Nothing sends without your explicit consent.
“It’s the first thing I check at 7:30am and the last thing I review before dinner. Frankie doesn’t just save us time — our office feels an entire person bigger than it is.”
Olivia Marlowe Director, Marlowe & Hart Estate Agents (Pilot Agency)
Three presets. The trial is the full product.
Every new workspace — Agent or CRM — starts on a 14-day trial of Complete. After that, operators match you to Starter, Professional or Complete. Custom tools can still be built into your instance.
The kernel
The system of record, Frankie in chat and work modes, team roles, Lead Hub, import/export, listings, commission calc and documents.
- Contacts, properties, appraisals, reminders
- Lead Hub forms and enquiry inbox
- CSV in, full-fidelity export out
The sales engine
Everything in Starter, plus campaigns, vendor reports, prospecting, negotiation, Frankie Mail, buyer match profiles, whiteboards and pages.
- Daily ranked call board from your own records
- Match profiles against on-market listings
- Consent-first email from your own domain
The full office
Inbox PA, Mac Messages SMS/iMessage, editorial studio, standing automations, creative studio, and priority support. Trial starts here.
- Mailbox triage without becoming a mail client
- Night-shift automations you own
- Add-ons: Chrome, Claude MCP, SSO
Ready to meet your AI colleague?
Book a 20-minute walkthrough, or start a 14-day trial with the full Complete preset — no card. We’ll show Frankie running live on your workflows.