An AI-triaged hot lead list every morning
Ranked call sheet with a talking point for each lead, before your first coffee.
Free Guide for Real Estate Agents
10 Ways to Supercharge Your CRM with AI
Claude can now work inside Sure Send CRM through the MCP connector. This free guide shows you the ten most powerful things it can do, with the exact prompts to make each one happen.
- ✓Real copy-and-paste prompts, not theory. Every one works the moment you connect.
- ✓Turn call transcripts into follow-ups, build automations in plain English, and run your pipeline review in minutes.
- ✓See the endpoints behind every use case, so you know exactly what your CRM's AI can and cannot do.
13 pages. Instant delivery. Read it tonight, use it tomorrow morning.
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100+ endpoints Claude can use inside Sure Send
get_hot_leadsget_callsend_bulk_textcreate_automationsearch_contractsget_win_the_daycreate_email_templatelist_appointmentsget_call_reportget_dashboardsend_bulk_emailcreate_taskenroll_in_automationpreview_email_templateadd_noteget_overdue_taskssearch_peoplecreate_draft_emailget_lead_sourcesupdate_contract
What's Inside
The ten plays, each with the exact prompt to run it
Every chapter gives you the prompt to say to Claude, a Level It Up variation, a pro tip, and the endpoints working behind the scenes.
Call transcripts turned into follow-ups
Emails that reference what the client actually said, drafted minutes after you hang up.
Automations built in plain English
Describe the workflow. Claude assembles it. No drag-and-drop builder required.
Bulk campaigns to any segment
Email and text campaigns from a single sentence, with a preview before anything sends.
An on-demand template factory
Whole sequences written in your voice and saved to your library.
A weekly review that spots stalled deals
Nothing in your pipeline gets to quietly die anymore.
Task triage that wins the day
Overdue, due today, and your goals, turned into a plan for the next two hours.
A prep brief before every appointment
Walk in sounding like you remember everything, because now you do.
Coaching from your own call data
A sales coach that has listened to every one of your calls.
A dashboard you can ask anything
Answers with context, not just numbers. No reports to build.
See It In Action
This is what talking to your CRM looks like
A real prompt from the guide, and what happens when you say it.
Pull my hot leads, check their recent call history and notes, and give me a prioritized call list for this morning with a talking point for each.
Done. You have 7 hot leads. Call Marcus R. first: on Tuesday's call he said their lease ends in 60 days, and he asked about the Riverside area. Second is Dana K., who opened your last three emails but hasn't replied…
get_hot_leadslist_callslist_notesget_person
Preston Guyton
Founder — ez Home Search, Inc & Sure Send CRM
Why Sure Send
Not all CRM connectors are created equal
Plenty of CRMs now advertise an AI connector. The question is whether the AI can actually do anything with it.
Typical CRM connector
Read-only access- AI can look at some of your records
- You still write every follow-up yourself
- You still build every automation yourself
- You still send every campaign yourself
- Like an assistant who's only allowed to watch you work
Sure Send MCP connector
100+ endpoints, full read and write- Reads contacts, calls, transcripts, notes, pipeline, and tasks
- Drafts and sends emails and texts
- Builds and updates automations
- Creates tasks, notes, and campaigns
- Every prompt in the guide works out of the box
Your CRM is ready to talk.
Are you ready to ask?
Get the free guide and run your first prompt tonight. Ten plays, thirteen pages, zero fluff.
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