Good morning, Jordan. Three follow-ups need review. Casey Rivera also asked for the benefits guide, and Morgan Lee’s happiness score dropped from 8 to 6.
Interactive CRM demo
Sample data only. Nothing is saved, sent, uploaded, billed, or called.
Jordan Mitchell’s workspace Demo
Sales, commissions, and owner follow-up
Explore the same workspace agents use to protect the rescission window, manage owner care, and track their money.
Owners tracked244 added this month
New clients available18 / 25Resets August 1
Follow-ups due31 high-risk review
Sales volume$86,500July 2026
Commission earned$8,217.50Estimated
Review queue
OwnerCare handles the routine work and brings you in when your attention matters.
60-second intake
Add a new owner
The live CRM organizes the contact, consent, sale, rescission timing, and follow-up record automatically.
Owner records
Open History to review every interaction, communication channel, risk level, and happiness score.
Follow-up review queue
Approve or complete sample tasks to see the dashboard update. No communication leaves this page.
Owner inbox
SMS, email, voicemail, complaints, AI replies, and human handoffs stay tied to one owner history.
Monthly add-on
AI voice follow-up
Queue consent-aware calls in the agent’s own cloned voice, with disclosures, quiet hours, usage controls, and human escalation.
Demo provider status: Ready · 182 of 300 included minutes available · Stop-at-limit protection is on.
Private document library
Approved guides, benefit sheets, scripts, pitches, and policies can be emailed, scheduled, attached to workflows, or used by an owner’s private assistant.
Private agent assistant
Your OwnerCare Copilot
Ask about your CRM, selected owner, follow-up history, sales, commissions, or private documents.
Owner-facing assistant
Private OwnerCare links
Each owner receives a private assistant grounded only in the files and pitch the agent approves for that owner.
Build request channel
CRM recommendations
Agents can submit requests directly to the Timeshare Agent admin dashboard.
Optional services
Activate CRM add-ons
Agents choose only the communication services they need. Included limits and overage protection stay visible.
SMS follow-up
$50/monthDedicated number, AI-assisted replies, consent controls, and 500 included segments.
AI Voice Assistant
$100/monthConsent-aware calls, 300 included minutes, escalation, transcripts, and call summaries.
Voice cloning
$300 one timeClone your own voice for your AI Voice Assistant!
Sales & commission calendar
Switch between daily volume and commissions. Volume is selected by default.
July 2026
New sale — the 60-second version
Entering the sale creates the owner record, sale record, rescission timeline, and commission calculation.
Sales history
Front-end, back-end, presenter, and manager commissions are preserved separately.
Commission control center
Master Commissions
Configure base, front-end, back-end, presenter, manager, and five volume bonus levels once.
July front-end volume$86,500Bonus Level 2 active
Next bonus$100,000$13,500 to Level 3
Follow-up delivery mode
Review required is the safe default. Consented autopilot uses approved workflows and escalates risk language to the agent.
Pre-made OwnerCare workflows
Follow-up sequences ready to customize
Copy a workflow into Templates, personalize the language, and run a safe preview.
Post-sale welcome
Welcome email, SMS check-in, benefit guide, and next steps.
Keep the dream alive
Benefit education, confidence building, happiness checks, and risk escalation.
Benefit guide delivery
Send approved owner files at the right point in the journey.
Risk and complaint recovery
Flag cancellation, legal, chargeback, threat, and angry-owner language.
First owner check-in
Confirm understanding, answer questions, and route exceptions.
Reactivation and referral
30/60/90-day care, experience checks, referrals, and future sales.
Approved templates & dry run
Edit approved language and preview the consent, quiet-hour, provider, and human-review safeguards.
Delivery preview
A dry run never sends, stores, or calls a provider.
Go-live checklist
The real workspace checks every connection without exposing credentials or sending test communications.
Secure agent account
Authentication and private workspace are active.
AI knowledge providers
Groq primary and Gemini backup are configured.
Encrypted backups
Daily private storage backup is connected.
SMS and AI voice
Provider credentials are activated when the agent subscribes.
Data, retention & backups
Owner records, documents, conversations, sales, and audit history remain private to the agent workspace.
Retention and restore practice
- Daily encrypted backups are sent to private VPS storage.
- Owner documents are isolated to the agent and approved owner assistant.
- Every consent change, message, call request, and escalation is auditable.
- Demo data never leaves this browser and resets on refresh.
Owner history audit