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Sure Send + Shilo

Sure Send is the AI CRM with a built-in dialer, Smart Automations, and lead scoring in one place. Shilo listens to the calls your dialer records and turns them into grades, coaching, and appointment-saving flags.

Solo: your own Sure Send API key. Teams: a team-level key from your owner or admin.

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Official integration CRM

Resources

  • Sure Send → Shilo
  • Shilo → Sure Send
  • Embedded widget

How the Sure Send integration works

Shilo connects to Sure Send with an API key. Solo agents paste in their own key; team accounts use a team-level key from the owner or admin. Shilo registers for new-call notifications automatically, and teams pick the agents to include. There’s nothing to install and nothing to change: keep dialing, texting, and working your smart lists exactly as you do today. Setup takes about five minutes.

From then on, Sure Send pushes every recorded call to Shilo the moment it ends, and each one is graded against industry best practice, by models trained on years of real agent talk time. Solo agents get a head start: Shilo pulls up to 20 recorded calls from the seven days before you connected and grades them right away, so you have a baseline before your next call session. Call notes land on the Sure Send contact record and tags enrich the lead, ready to drive your smart lists and automations.

The result: Win the Day keeps the hustle visible, and Shilo puts quality on the scoreboard next to it. You’ll know which conversations set appointments, which ones stall, and, on a team, which agents need help this week.

For agents

The dialer logs the dials.
Shilo grades the conversations.

Every stalled deal traces back to a conversation. Shilo grades every recorded call in your Sure Send account as it comes in, shows you the moment it slipped, and hands you the line for the next touch.

  • Connects with your own Sure Send API key
  • 5-minute setup
  • No workflow changes
Camille Reyes · call transcript 6m 24s
  1. 01:58

    “My husband's job starts November 1st, so we'd need to be moved in by the end of October.”

  2. 02:12

    “No problem! I'll set you up on a search so you can see everything that hits the market.”

  3. Shilo flag · missed tour ask

    A hard move-in deadline means this buyer is choosing an agent right now. Suggested line: “Let's do a video tour Thursday so you have a shortlist before your house-hunting trip.”

  4. 05:47

    “Okay, we'll keep an eye on it and reach out when something looks good.”

Coaching that points at the sentence

The buyer gave a deadline. The call ended with a link.

Shilo pins the exact sentence where the appointment slipped away, explains why, and suggests the line that wins it. The note lands on the Sure Send contact record before your next conversation.

Agents: 7-day free trial

Find out what last week's calls were worth

Connect with your own Sure Send API key and Shilo grades up to 20 of your recorded calls from the last seven days, right away.

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For teams & team leads

Win the Day scores the hustle.
Shilo scores the conversations.

Sure Send makes activity visible: dials, tasks, streaks. But volume is only half the story. The difference between a busy agent and a producing agent lives inside the calls.

Sure Send already nails this

  • A built-in dialer with voice recording and automatic logging
  • Smart Automations for emails, texts, and stage changes
  • Lead scoring from engagement and behavior
  • Win the Day gamification that keeps the team competing

What no CRM can answer

  • Was that 4-minute call actually any good?
  • Did the agent ask for the appointment?
  • Which three agents need coaching this week?
  • Where in the conversation are deals dying?

Shilo answers all four, using the calls already recorded in your Sure Send account.

Every call graded

Quality on the scoreboard, right next to volume

Shilo grades every recorded call in your Sure Send account as it comes in, so you can see who's converting conversations, not just who's making the most dials.

  • Every recorded call scored, not a spot check
  • Call notes and tag enrichment written back to the contact record
  • Models trained on years of real agent talk time
“Shilo's role play system transformed how quickly and how well we develop agents. What used to take months to teach new agents now happens in weeks. Pinpointing weaknesses, surfacing who needed support, and exposing where conversations fell apart. Nothing else comes close.”
Carmen Morin Carmen Morin Chief Learning Officer, Justin Havre Real Estate

Sure Send teams: bulk discount + white-glove onboarding

Put call quality on the scoreboard

Bring your Sure Send account to a 30-minute walkthrough and watch your own calls get graded live. Every team gets white-glove onboarding and a dedicated success manager.

Book a Demo

Frequently Asked Questions

Everything you need to know about connecting Shilo to Sure Send.

How does the Sure Send connection work?

Shilo connects with your Sure Send API key. Paste it in and Shilo registers for new-call notifications automatically; teams pick the agents to include. No code, no CSV exports. Setup takes about five minutes.

Do I need to be the account admin to connect?

Solo agents don't. Connect with your own Sure Send API key and Shilo starts grading your calls. Team accounts connect with a team-level API key, which your owner or admin can provide.

Does Shilo write anything back to Sure Send?

Yes. Shilo writes call notes to the Sure Send contact record and enriches contacts with tags, so the context follows the lead through your smart lists and automations. The full coaching breakdown lives in Shilo.

Is there a Shilo widget inside Sure Send?

Not yet. Call notes and tags sync into your Sure Send contact records, and the full coaching experience, with transcripts and flagged moments, lives in Shilo, one tab away.

Which calls can Shilo grade?

Any call with a recording in your Sure Send account: dialer calls, inbound or outbound, any lead source. Teams choose which agents to include when they connect.

Will Shilo grade the calls I made before connecting?

For solo agents, yes. Shilo pulls up to 20 of your recorded calls from the seven days before you connected and grades them right away, so you get a baseline on day one. After that, every new call is graded as it comes in.

Is there a free trial available?

Yes. Solo agent accounts get a 7-day free trial. Teams get bulk pricing, white-glove onboarding, and a dedicated customer success manager who gets your whole roster up and running.