OTO FOR CREW & CO.

Stay on top of every relationship.

The all-in-one client relationship platform built for real estate agents—and designed for the years between transactions.

BrandedAutomatedPersonal

PREPARED FOR CREW & CO. · Royal LePage Estate Realty

Team presentation · Toronto

OTO × CREW & CO.01 · ADOPTION

THE CRM ADOPTION GAP

The easiest CRM is the one that keeps working.

Most CRMs lose agents because they demand constant setup, data entry, and daily attention.

DATABASE SETUPSECURE WORKSPACE

CSV

IMPORT COMPLETECREW_contacts_august.csv1,284 records · 42 fields mapped

100%

BEFORE · CONTACT ROW 0428Priya Raman

priya.raman@email.com

3 useful fields

OTO→ENRICH + CONNECT

READY · RELATIONSHIP RECORD

PRPriya + Evan

IntentActive buyer
AreaThe Beach
Budget$1.45M
Next signal3 matches

READY FOR AGENT

1,162 ready94 need review28 duplicates resolved

OTO × CREW & CO.02 · RELATIONSHIP ENGINE

EVERY CLIENT, IN CONTEXT

Your database becomes a living system.

OTO connects people, property, intent, and timing—then surfaces the next useful conversation.

LIVE CLIENT RECORD

BEST NEW MATCH55 Lesgay Crescent$1.45M · The Beach · 92% fit

3 homes
in range

THE BEACH · LIVE MARKET CONTEXT

WHY NOW New listing fits their updated brief

01 One client record02 Real property + map context03 One useful next move

OTO × CREW & CO.03 · AUTOMATION

ALWAYS ACTIVE

OTO works 24/7.
You don’t have to.

Consistency keeps an agent visible, useful, and top of mind. OTO prepares the repetitive work while the agent keeps control.

OTO social review queue showing five prepared posts with approve, edit, and skip controls — **5 outputs prepared**Nothing publishes without the agent.READY FOR REVIEW

OTO × CREW & CO.04 · GEOFENCED INTELLIGENCE

YOUR DATABASE, MAPPED

Know what happens around every client.

OTO locates client addresses, creates neighbourhood geofences, and watches for relevant activity on their street and nearby.

01Database imported
02Addresses located
03Listings + sold activity matched

Real OpenStreetMap and CARTO map of The Beach in Toronto with three MLS-derived price matches — CLIENTPriya + EvanActive buyer · $1.45M
LOCAL SIGNAL3 matches$700K · $990K · $1.10M
NEXT ACTIONReview with agentSource and relevance preserved

OTO × CREW & CO.05 · BRAND IN ACTION

ONE INSIGHT · THREE TOUCHPOINTS

Your intelligence.
Your identity.

OTO turns the same local market event into a coordinated CREW & CO. experience—prepared for the agent, personalized for the client, and consistent everywhere.

01 Brokerage guardrails02 Agent identity03 Client-level relevance

BESPOKE SERVICE

CC

Your CREW agentRoyal LePage Estate Realty

MARKET NOTE · AUGUST

TORONTOWhat changed
around your home.Prepared specifically for 55 Lesgay Crescent

8 new listings5 sold12 avg. days

NEW · TORONTO55 Lesgay Crescent4+1 bed · 3 bath · detached · $1.48M

VIEW HOME →

9:41● ● ●

CC

YOUR CREW AGENT · JUST NOWA new home matched.55 Lesgay Crescent fits the brief—see the full property story.

NEW

TORONTO · ONTARIO55 Lesgay CrescentDetached · 4+1 bed · 3 bath

LOCAL EVENT DETECTED→AUDIENCE MATCHED→CREW BRAND APPLIED→AGENT APPROVES

OTO × CREW & CO.06 · TIMING

MOMENTS THAT MATTER

Never miss the reason to reach out.

OTO turns dates, property changes, and client behaviour into timely—not forgotten—conversations.

UPCOMING MOMENTSAUGUST 2026

06TODAY

PROPERTY MATCHPriya + Evan3 homes fit their updated brief

READY

2014 DAYS

HOME ANNIVERSARYLeah Morgan3 years at 18 Waverley Rd

QUEUED

0560 DAYS

LEASE RENEWALMaya ChenRenewal window opens in October

WATCHING

NEXT BEST CONVERSATIONPrepared 7:12 AM

PR

PRIYA RAMAN + EVAN COLEThree homes now match the brief.

MESSAGE PREVIEW

“A few homes in The Beach now line up with what you described—especially the space and price range. I shortlisted the three worth seeing.”

Client history included3 properties attached

OTO × CREW & CO.07 · CLIENT APP

10-SECOND PRODUCT WALKTHROUGH

A white-label app that keeps you in the relationship.

Onboard a property, explore its school district, and compare it only with genuinely similar homes.

Property onboardingStart with the address and real property characteristics.

School districtsSee relevant boundaries and nearby options.

True comparables3-bed, 2-bath semis compared with like-for-like homes.

Live concept10-second loop

OTO × CREW & CO.08 · EVERYDAY VALUE

REASONS TO RETURN

Useful between transactions.

The app becomes a useful home companion—not another brokerage icon clients forget.

GOOD MORNING, PRIYAYour home + neighbourhood

CREW & CO.

YOUR PROPERTY55 Lesgay CrescentToronto · Detached · 4+1 bed

ESTIMATED RANGE$1.42M–$1.51MUpdated Aug 6

SCHOOL DISTRICT2 nearby programs

Home1.2 km

COMPARABLES3 relevant sales

$1.39M$1.44M$1.48M

LOCAL UPDATEQueen St. redesign

New public-realm plan enters consultation.

READ 3-MIN BRIEF →

TRUSTED TRADES12 local professionals

PLELHV+9

OTO × CREW & CO.09 · DATABASE

THE VALUE ALREADY IN YOUR BUSINESS

Turn a quiet database into active opportunities.

Instead of another contact list, agents open a prioritized view of who needs attention—and why now.

Past clientsCold leadsLandlordsRentersBuyersSellersReferral partners

RELATIONSHIP OPPORTUNITIES6 reasons to reconnect

PRIORITIZED TODAY

PR

PROPERTY MATCH · HIGH FITPriya + Evan

3 homes in The Beach now match their updated brief.

94FIT

LM

HOME ANNIVERSARY · 14 DAYSLeah Morgan

Three years since closing at 18 Waverley Road.

82FIT

MC

LEASE RENEWAL · 60 DAYSMaya Chen

Rental search history and renewal window now align.

78FIT

OTO × CREW & CO.10 · LEVERAGE

WAKE UP WITH THE WORK MOVING

Open the laptop.
See what OTO prepared.

Follow-up · property matches · local content · renewal alerts · newsletters

THURSDAY · AUGUST 6Good morning, Alex.OTO worked from 10:42 PM–7:18 AM

24 hrs active

PR

Shortlist prepared for Priya + Evan3 matched homes · The Beach · under $1.45M

6:42

LM

Home-anniversary note draftedLeah Morgan · 3 years at 18 Waverley Road

7:05

MC

Lease-renewal opportunity detectedMaya Chen · 60-day window · message ready

Now

4 drafts ready8 matched homes22m to review

MORE TIME FORConversations.
Appointments.
Closing deals.

OTO × CREW & CO.11 · CONTROL

AUTOMATED DOESN’T MEAN AUTOPILOT

Your brand. Your clients. Your approval.

OTO prepares the work. The agent decides what is right, edits the voice, and controls what goes out.

CONTENT REVIEWProperty shortlist · Priya + Evan

DRAFT 1 OF 4

SUBJECTThree Beach homes worth a closer look

Hi Priya and Evan,

A few homes in The Beach now line up with what you described—especially the space and price range.

I shortlisted the three I think are genuinely worth seeing. Have a look and tell me what stands out.

Alex

3-PROPERTY SHORTLIST$1.32M–$1.45MThe Beach · Toronto

ATTACHED

OTO × CREW & CO.12 · NEXT STEP

START FOCUSED · PROVE VALUE · SCALE

Put the whole CREW on top of every relationship.

Start with twelve agents, real databases, and real workflows. Measure what changes before scaling.

CREW & CO. · 90-DAY PILOTLaunch readiness

PROPOSED COHORT · 12 AGENTS

01Select12 agents

02ConfigureBrand + data

03ActivateReal workflows

04ProveMeasure adoption

COHORT

AHSKLMJTRB+7

A representative mix of producers, teams, and database sizes.

READY TO SELECT

WHAT SUCCESS LOOKS LIKE

70%+ weekly active agents2× useful touches per client<10m daily review time90d evidence window