The Pluveus portal

Your calls. A clearer picture

Review call activity across your brokerage, explore summaries and transcripts, and see the appointments, transfers, and follow-up requests that came from each conversation.

See the outcome.
Then look closer

A requested showing and a confirmed appointment are different outcomes. The portal keeps those distinctions visible, alongside the caller’s details and the conversation behind them.

Illustrative call records

Each outcome has a conversation behind it.

Callback requested

Pluveus
Caller

Taylor Morgan · Beginning a search in Cedar Grove

Inquiry type
Buyer inquiry
Request
Speak with a buyer specialist
Search area
Cedar Grove
Home preferences
Three bedrooms · Home office · Yard
Callback preference
Weekday afternoon
What prompted the call
Taylor is early in the search and wants help understanding which homes might suit them before arranging viewings.
What happened
The caller asked to speak with a buyer specialist. A callback was requested for a weekday afternoon.

Read the summary. Revisit the conversation

Start with a concise summary, then read the full transcript when a particular detail matters. Your team can review what the caller asked, what Pluveus explained, and how the conversation ended.

Explore CRM & follow-up

A view across your brokerage…

Brokerage leaders

Review call activity and outcomes across your brokerage, including appointment requests, live connections, and conversations that still need follow-up.

Your agents

Agents with portal access can review their assigned calls and the details behind them, helping them prepare for the next conversation.

Your work with Pluveus

Keep service requests and support conversations with our team in one place, with a record your brokerage can return to as the work progresses.

…with the right details for each role

A closer look at the Pluveus portal

What your team can see, how access works, and how the portal fits alongside your CRM.

Talk about your brokerage

What can our brokerage leaders review in the portal?

Review call activity and outcomes across your brokerage, including buyer and seller inquiries, appointments, live transfers, and requests that need follow-up. Individual records provide the details behind those outcomes.

Can we read the full conversation?

Yes. You can read the full transcript alongside the call summary, so your team can review specific questions, answers, and details in the caller’s own words.

Does everyone see the same information?

No. Brokerage leaders can review activity across the organization, while agents with portal access can review their assigned calls and outcomes. We establish the appropriate access for your team during setup.

Can we see whether a live transfer was completed?

Yes. The portal distinguishes transfer attempts from completed connections. You can review the recorded outcome and any callback request captured when an agent could not be reached.

Can we distinguish appointment requests from confirmed bookings?

Yes. Call records distinguish appointments booked through connected scheduling services from requests that still need your team’s confirmation. You can review the appointment details or the caller’s preferred times.

Does the portal replace our CRM?

No. The portal gives you a view of Pluveus call activity and outcomes. Your CRM remains where your team manages contacts and follow-up. Pluveus connects to your existing CRM and can deliver caller details, conversation summaries, and other supported updates.

Can we track service requests with Pluveus?

Yes. You can review service requests and support conversations with our team in the portal, keeping that correspondence available alongside your brokerage’s call activity.

Know what your answering service delivers

See how Pluveus handles real estate calls and carries the details forward—or talk with us about call coverage and visibility across your brokerage.

Pluveus Integrations