WholesalersAI + FreedomSoft Integration: Automatic CRM Updates

How WholesalersAI Works with FreedomSoft

FreedomSoft is a comprehensive real estate investing platform that combines CRM, lead generation, marketing automation, and deal management. WholesalersAI integrates with FreedomSoft to automatically update lead records after every call, eliminating the manual data entry that slows your team down.

When a call ends, WholesalersAI processes the recording, extracts key information, and writes it directly into the corresponding FreedomSoft lead record. Call notes, property details, lead status, and follow-up tasks are all handled within 60 seconds.

What Gets Updated

After each call, WholesalersAI processes the transcript and updates the following in FreedomSoft:

• Lead records -- Contact information verified and updated based on what was discussed. Seller name, phone, email, and mailing address confirmed against the conversation
• Call logs -- Every call gets a detailed, structured log entry with summary, key takeaways, and next steps
• Property details -- Address, property type, bedrooms, bathrooms, square footage, lot size, year built, condition, asking price, and estimated repair costs extracted from the conversation
• Follow-up tasks -- Tasks created with due dates based on seller commitments ("I need to talk to my wife first -- call me back Friday")
• Pipeline updates -- Lead automatically moved through your FreedomSoft pipeline stages based on the call outcome
• Full transcript -- Complete call transcript attached to the lead record for reference, training, and compliance

Setup Process

Getting connected takes under 30 minutes:

1. Connect your FreedomSoft account -- Authenticate WholesalersAI using your FreedomSoft API credentials
2. Map your lead fields -- Configure which FreedomSoft fields correspond to each data point WholesalersAI extracts (property details, financial data, seller info)
3. Set pipeline rules -- Define how call outcomes map to your FreedomSoft pipeline stages and lead statuses
4. Configure note formatting -- Choose how call summaries are structured to match your team's workflow
5. Test and activate -- Run a test call to verify data writes correctly, then turn it on for your entire team

Before and After

Frequently Asked Questions

Does this work with FreedomSoft's built-in features like direct mail and skip tracing?

WholesalersAI does not interfere with FreedomSoft's marketing, skip tracing, or direct mail features. It focuses exclusively on updating lead records after calls. Your existing lead generation, list pulling, and marketing workflows continue to function exactly as before. In fact, better CRM data from AI processing makes your marketing analytics more accurate.

How does this work with FreedomSoft's workflow automations?

WholesalersAI updates fields and pipeline stages through the API, which means any workflow automations you have configured in FreedomSoft will trigger normally. If you have an automation that fires when a lead moves to "Contract Sent," it triggers automatically when WholesalersAI updates that stage based on the call outcome.

Can WholesalersAI update the property analysis fields in FreedomSoft?

Yes. When sellers discuss repair needs, property condition, comparable sales, or other valuation details on a call, WholesalersAI extracts those data points and writes them into the corresponding FreedomSoft fields. This gives your team a head start on property analysis before they even pull comps.