Does my team have to change anything about how they work?

No. That's the whole point. Your reps keep using the same dialer and the same CRM. WholesalersAI works in the background — listening, transcribing, and pushing updates automatically. There's zero adoption friction because there's nothing new to adopt.

How does it know which fields to fill in our CRM?

During onboarding, we map your exact CRM setup — every custom field, pipeline stage, and lead status you use. The AI is configured to extract the right data from each call and push it to the right places. If you have a field called "Seller Motivation" with values like Hot/Warm/Cold, it fills that in based on what was actually said on the call.

What about calls where the seller doesn't pick up or it's a wrong number?

The AI is smart enough to distinguish between a real conversation and a voicemail/wrong number. Short calls with no substantive conversation are logged as such without creating false data in your CRM. Only meaningful calls trigger full updates.

How accurate are the notes compared to what my rep would type?

More accurate. Your reps type notes from memory minutes or hours after the call — forgetting details, rounding numbers, and skipping fields they consider low-priority. The AI captures everything in real-time: exact asking prices, specific timelines, emotional cues, and commitments made. Nothing gets lost.

What CRMs do you support?

We integrate directly with GoHighLevel, Podio, REI BlackBook, InvestorFuse, REsimpli, FreedomSoft, HubSpot, and Salesforce out of the box. For any other CRM, we use webhooks or API integrations. If your CRM can receive data, we can push to it.

How long does setup take?

Most teams are fully live within one week. We handle the CRM configuration, field mapping, and pipeline setup during a guided onboarding. Your reps don't need to do anything except keep making calls.

Pricing is based on your team size and call volume. Most operations pay between $497–$1,497/month. When one extra closed deal per month is worth $10K–$25K, the ROI isn't a question. It's arithmetic. Book a call to get a custom quote for your operation.

WholesalersAI + InvestorFuse Integration: Automatic Lead Updates

February 9, 2026·4 min read

Connect WholesalersAI to InvestorFuse. Lead status, property details, and follow-ups updated automatically.

How WholesalersAI Works with InvestorFuse

InvestorFuse is a lead management system designed specifically for real estate investors, built on top of Podio. Its action plan system and lead routing features help teams stay organized as call volume grows. WholesalersAI adds automatic data entry to that workflow.

When your rep finishes a call, WholesalersAI processes the recording and writes the extracted data directly into the InvestorFuse lead record. Status updates, property details, call notes, and follow-up tasks are all handled automatically -- within 60 seconds of the call ending.

What Gets Updated

After each call, WholesalersAI processes the transcript and pushes the following into InvestorFuse:

Lead status -- Updated to reflect the call outcome, moving leads through your InvestorFuse pipeline stages (Engaged, Prospect, Qualified, etc.)
Action plans -- The appropriate action plan is triggered based on call context. A qualified lead gets the qualified action plan; a follow-up lead gets the follow-up sequence
Call notes -- A structured, consistent summary of the conversation attached to the lead record
Property info -- Address, beds, baths, square footage, condition, asking price, ARV, and other property details discussed on the call
Follow-up tasks -- Created with specific due dates based on what the seller communicated
Team assignments -- Leads can be routed to specific team members based on call outcome, deal type, or market area

Setup Process

Getting connected takes under 30 minutes:

Connect your InvestorFuse account -- Authenticate WholesalersAI through the InvestorFuse / Podio API connection
Map your lead fields -- Tell WholesalersAI which InvestorFuse fields correspond to property details, financial data, and seller information
Configure status and action plan triggers -- Define which call outcomes map to which InvestorFuse lead statuses and action plans
Set note and task formatting -- Configure how call summaries are structured and what follow-up task templates to use
Test and go live -- Run a test call to confirm everything writes correctly, then enable for your full team

Pro Tip

InvestorFuse's action plan system is most effective when leads enter the right plan immediately. Map your common call outcomes (qualified, needs follow-up, not interested, wrong number) to specific action plans so leads never sit idle after a call.

Before and After

Workflow Step	Before WholesalersAI	After WholesalersAI
Call ends	Rep opens InvestorFuse and finds lead	AI processes call automatically
Status update	Rep manually selects new status	Status updated from call outcome
Action plan	Rep assigns action plan manually	Correct plan triggered automatically
Call notes	Rep types notes from memory	Structured notes in 60 seconds
Property info	Rep fills in fields one by one	All details extracted from call audio
Team routing	Manager reviews and assigns	Routed based on call context

Frequently Asked Questions

Does this trigger InvestorFuse action plans automatically?

Yes. When WholesalersAI updates a lead's status in InvestorFuse, it triggers the action plan associated with that status. If your "Qualified" status kicks off a dispositions action plan with tasks and notifications, that plan will start automatically when WholesalersAI marks a lead as qualified based on the call.

How does team routing work?

WholesalersAI can be configured to assign leads to specific team members based on rules you define. For example, qualified leads in a specific zip code can be routed to a particular acquisitions manager, while follow-up leads stay with the original rep. This works with InvestorFuse's built-in team assignment features.

Does this work with InvestorFuse's lead scoring?

WholesalersAI populates the data that InvestorFuse uses for lead scoring. By ensuring that motivation level, timeline, property condition, and financial details are always filled in accurately, AI-processed leads get more accurate scores than manually entered ones where reps skip fields or enter incomplete data.

Automate your InvestorFuse workflow

See how WholesalersAI eliminates manual data entry and keeps your InvestorFuse pipeline moving.

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