EzFlo.ai Frequently Asked Questions

(FAQs)

Welcome to the official FAQ page for EzFlo.ai, your all-in-one platform for real estate investing business management & growth. Below you’ll find clear answers to our most commonly asked questions, organized by category to help you find exactly what you need.

1. General / Getting Started

What is EzFlo.ai and how can it help my business?

EzFlo.ai is a white-labeled CRM, marketing, and business automation platform tailored specifically for real estate investors like you. It helps create and manage your websites, create and manage your leads, book and manage appointments, automate your workflows, automate your follow-up, analyze deals, manage your team, and grow your business.

Is EzFlo.ai suitable for my business size?

Yes! Whether you're a solo investor or running a full acquisition and dispositions team, EzFlo.ai is designed to scale with you.How is EzFlo.ai different from other CRM platforms?

EzFlo.ai combines sales automation, pipeline tracking, and real estate-specific tools with expert coaching and ready-to-use systems. Plus, we support everything from texting compliance to social scheduling—all in one place.

How is EzFlo.ai different from other CRM platforms?

How do I get started?

Once you register, you’ll get access to our onboarding workflow, live training sessions, and platform tutorials. You’ll also be invited to our Skool community for additional resources.

Can I access EzFlo.ai from my phone?

Yes! Our platform includes a mobile-optimized version and an app so you can manage leads, calls, texts, and appointments on the go.

2. CRM & Lead Management

How do I track leads and manage my sales pipeline?

Use our drag-and-drop pipeline view to track leads through every stage of your deal flow. You can tag, score, and automate lead follow-up with ease.

Can I import my current list of contacts and leads?

Yes. We offer done-for-you contact importing (add-on service) or provide complimentary tutorials to import your list yourself using a CSV file on our "how-to" page.

Can I set up multiple pipelines?

Absolutely. You can create pipelines for acquisitions, follow-ups, cold leads, warm leads, or even disposition deals.

How do I manage conversations with leads?

All communications—calls, texts, emails—happen in the Unified Inbox. You can reply, record notes, assign conversations, and automate follow-up from one screen.

Is call recording available?

Yes, call tracking and recording are available per phone number with proper compliance configuration.

3. Marketing Automation

Can I automate email and SMS campaigns?

Yes! Build automated workflows that send text messages, emails, ringless voicemails, and more based on triggers and lead actions.

Can I use drip campaigns for seller or buyer leads?

Absolutely. We provide templates or you can build your own sequences for follow-up.

Can I stay compliant with texting laws?

Yes. We support full A2P 10DLC registration and offer a FastTrack service to ensure your phone numbers are compliant.

Does EzFlo.ai offer templates for my campaigns?

Yes—we offer pre-built SMS, email, and automation templates tailored for real estate investors.

Question?

Yes.

4. Website & Funnel Builder

Do I need coding skills to build a website or funnel?

Not at all. Our drag-and-drop builder makes it easy for anyone to build funnels, landing pages, and websites.

Can I integrate my current website?

Yes. You can forward your domain, embed forms or widgets, or migrate your website completely (add-on custom service available).

Can I track lead conversion from my site or funnel?

Absolutely. Use our built-in analytics and tracking scripts to measure opt-ins, bookings, and conversions.

Question?

Answer

Question?

answer

What qualifications do I need to use at EzFlo.ai

No specific qualifications are required, we welcome both beginners and seasoned professionals.

How long does it take to get started with EzFlo.ai?

This varies with the desired complexity of your businesses setup. Typically for the most basic set up, it can take between 3 to 6 hours depending on your pace. For more complex set ups, we recommend the pro package or joining all support calls.

Is there any support available?

Absolutely! EzFlo.ai provides personalized support on our weekly sessions, support videos, and one-on-one mentorship options are available with the add on pro support package to help you with the more technical aspects of our system. We also offer add on packages for website building, Conversation Ai training, and more.

Can I access EzFlo.ai from my phone?

Yes, all courses are online with 24/7 resource access from any internet-connected location.

What makes EzFlo.ai different from other CRMs

EzFlo.ai uses AI to tailor learning experiences, and offers advanced market analytics and VR training.

Are there any practical components in EzFlo.ai systems?

Yes, many of our courses include practical simulations, real-world case studies, and interactive VR sessions to ensure that you gain hands-on experience alongside theoretical knowledge. This blend of learning methods is designed to equip you with both the skills and confidence to excel in real estate.

Innovation

Fresh, creative solutions.

Integrity

Honesty and transparency.

Excellence

Top-notch services.

Explore Our Cutting-Edge

Real Estate Courses & A.I Powered CRM

Dive into our business mastery designed for modern real estate professionals like you

Comprehensive Real Estate Coaching

Real Estate Funnel Systems offers courses to help Real Estate professionals successfully

Our Cutting-Edge AI Powered CRM

Stay on top of your game with EzFlo.ai's weekly support calls! We'll discuss continuing improvements, cover new features,

The Ultimate Seller Appointment System

effectively engage clients and enhance your sales presentations with our specialized training.

Property Tours Training

Immersive property tours to effectively engage clients and enhance your sales presentations with our specialized training.

people standing in front of laptop computer

Advanced Market Analytics Training

Gain insights into real estate markets using big data and AI, enabling strategic decision-making and trend analysis through our specialized training sessions.