AI video outreach for Customer Success Managers in Estate Agencies

The Proptech Pitch Is A Familiar One

Agency owners are pitched constantly by CRM vendors, valuation tools, review platforms, lead firms and now every AI product going. They have heard that it plugs into their existing system from all of them. By the time yours arrives the reflex is trained, and a well written email looks like the ones that came before it.

The Inbox Is Portal Alerts And Tenant Emails

New applicant leads, a maintenance report, a solicitor chasing paperwork, a landlord asking where this month's rent is. Your cold email queues up behind that lot and looks exactly like it from the outside. A subject line gives you a few words to work with, and it sits in the same list, in the same font, as everything above it.

Too Many Accounts, Not Enough Personal Attention

The average CSM manages 30-80 accounts. Meaningful proactive outreach — beyond reactive support tickets — is impossible to sustain at this volume. At-risk accounts often churn before you had a chance to intervene.

Built for Estate Agencies teams

• It Names Their Agency And Their Patch. The video greets the director by name, says the agency name out loud, and picks up the towns they cover and whether they run sales, lettings or both, from the detail on your list. None of that is typed by you for each agency. It is pulled off the list, which is why the detail you load decides how specific the video can get.
• It Is Your Face, Not A Stock Presenter. Estate agency is a face to face business. The clone uses your own face and your own voice, so what a director sees if they open it is you saying something you would say standing in their branch, not a presenter standing in for you., not a presenter standing in for you.
• Sent Where They Read Between Viewings. The same personalized video can go out by email, LinkedIn, WhatsApp and Instagram, all of which a director can open on a phone between appointments. Which channels your plan covers is on the pricing page. When someone replies on any of them, the rest of the sequence for that person stops and the reply lands in one inbox with the others.

Built for Customer Success Managers

• Proactive Outreach at Book-of-Business Scale. Send personalized video touchpoints to every account in your book — not just the squeaky wheels. Low-adoption accounts, upcoming renewal risks, and expansion candidates all get timely, relevant video messages.
• Drive Feature Adoption With Targeted Video. When a customer has not used a key feature for 30 days, send a personalized AI video showing exactly how a company in their industry uses it to solve their specific pain point — far more effective than a product email blast.
• Expand Accounts With Natural, Non-Pushy Outreach. Frame expansion conversations as value additions, not sales pitches. A personalized video that shows a relevant capability your customer isn't using — tied to their stated goals — feels like helpful advice, not an upsell.