Brivity
#297 most-usedClose more real estate deals with AI agents
Brivity is a cloud-based CRM platform built for real estate professionals and brokerages. It centralises lead management, contact follow-up, transaction timelines, and team roster intelligence in one place. Connect it to Actionist and your agents can create leads from any source, monitor new and updated contacts, log timeline events, and coordinate follow-up tasks across the brokerage — all without anyone touching Brivity manually.
Eliminates manual work. Agents eliminate manual lead entry from multiple sources, the weekly CSV export for email marketing, post-showing note logging, and the recurring pipeline hygiene checks that otherwise fall through the cracks.
What your Brivity agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Brivity × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New lead from any source routed and notified within about a minute
When a new lead enters Brivity from any source — a website form, a Facebook Lead Ad, or a manual entry — the agent retrieves the roster to confirm the assigned agent, tags the lead with the source, posts a briefing card to the assigned agent's Slack channel, and logs the lead to the master Google Sheets pipeline. The agent is briefed and the pipeline is updated within about a minute, not after the end-of-day check.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales30 min / weekManual lead entry and assignment
Sales admins manually enter leads from Facebook, website forms, and open houses into Brivity one by one, then message the agent on Slack to let them know — often hours after the lead arrived.
Sales Agent0 minAgent creates and routes every lead automaticallyWhen a lead arrives from any channel, the agent creates the Brivity record, adds the source tag, assigns the correct territory agent, and posts a briefing in Slack — all within about a minute.
- Marketing20 min / weekWeekly CSV export to Mailchimp
The marketing team exports a CSV of new Brivity leads each week, manually uploads it to Mailchimp, and hopes no one was missed in the gap between export and upload.
Marketing Agent0 minAgent syncs intent changes to Mailchimp continuouslyThe moment a Brivity lead's intent changes to Selling or a new buyer lead is created, the agent subscribes them to the correct Mailchimp audience — no export, no upload, no gap.
- Customer Support15 min / weekManual showing follow-up logging
After each showing, agents are supposed to log a contact note in Brivity. In practice, notes get skipped when the day gets busy — leaving gaps in the timeline that the next agent to pick up the file has to fill in from memory.
Customer Support Agent0 minAgent logs timeline events and follow-up notes automaticallyWhen a showing is scheduled or completed, the agent logs the timeline event and creates a follow-up note on the Brivity record — the file is always complete, even on the busiest days.
- Human Resources25 min / weekManual lead re-assignment when agents leave
When an agent departs, HR manually lists all their Brivity leads and asks the manager to reassign each one — a process that can take hours and leave clients without a contact for days.
Human Resources Agent0 minAgent re-assigns all departing agent leads within the hourWhen an agent departure is logged, the agent lists all their Brivity leads and re-assigns each to the cover agent — with a transition note on every record — before the end of business on the same day.
- Finance30 min / weekManual pipeline count for commission projections
Finance manually counts active leads from a Brivity export each Monday, groups them by agent and intent, and pastes the numbers into the commission projection spreadsheet — a 30-minute admin task before every executive call.
Finance Agent0 minAgent delivers the pipeline report before the meetingEvery Monday at 7:30 AM, the agent lists all active Brivity leads, calculates the buyer-seller split per agent, and writes the numbers to the commission projection sheet — ready before the executive call without anyone touching Brivity.
- Operations40 min / weekManual pipeline hygiene checks
Operations staff run ad hoc checks for unassigned leads and stale contacts in Brivity — usually only when a problem surfaces, not proactively. Leads without agents can sit uncontacted for days.
Operations Agent0 minAgent runs full pipeline hygiene every Monday automaticallyEvery Monday, the agent lists all active leads, flags unassigned contacts, identifies stale leads, audits source tags, and posts a full health report to Slack — the pipeline is clean before the first call of the week.
- Legal10 min / weekQuarterly manual consent audit
The compliance officer manually pulls a Brivity lead export quarterly and checks each record for consent tags and complete data — a multi-hour process that misses leads created in the gaps between audits.
Legal Agent0 minAgent runs a weekly consent and data completeness checkEvery week, the agent lists all recent Brivity leads, checks for consent tags and complete data fields, flags non-compliant records, and creates audit notes — compliance is maintained weekly, not quarterly.
Calculate what your team saves
Based on Brivity's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.
How to plug Brivity into Actionist
Pick the connection method that suits your environment.
Connect Actionist to Brivity using a personal API token. Brivity uses Token-based authentication — generate your token in the Brivity account settings and paste it into Actionist.
Log in to Brivity and go to Settings. Look for the API or Developer section to find your token management page.
Click Generate Token (or copy your existing token). Store it securely — treat it like a password.
In Actionist's Apps tab, find Brivity and click Connect. Paste your API token into the field and click Test connection. Actionist will verify the token with a read-only roster request.
13 actions your agent can call
Read and write operations available to your Actionist agent.
3 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.