Turn conversations into your next coaching decision.
Shilo analyzes calls and appointments using consistent criteria, then surfaces the metrics that show where agents improve, where deals stall, and what to coach next. Track your own progress or uncover team-wide patterns across agents, lead sources, stages, and time.
Solo trial for agents. Custom demo for teams.
Track quality, appointment behavior, next-step discipline, and discovery activity over time.
See whether your sales conversations are improving.
Most agents rely on instinct to judge whether they are improving. Shilo makes progress visible through trends in call quality, appointment asks, next steps, objections, and language habits.
Review your call rating, next-step rate, and appointment behavior across daily, weekly, monthly, or custom date ranges. Improvement you can see instead of wait for.
Which objection shows up most in your calls. Which lead source you convert best. Identify recurring filler language and the phrases that appear most often in your conversations.
Not "get better on the phone." Your next-step rate on live calls, next to your own rate in practice. That comparison can highlight a focused opportunity for practice and coaching.
Your CRM tracks activity. Shilo reveals conversation quality.
Your CRM tracks activity: calls made, stages moved, contacts touched. It typically does not capture the quality, content, or coaching opportunities within the conversation. Here's what gets measured now.
Call and appointment scores, trend lines, and high-quality-call counts by agent, source, or stage.
Monitor talk time, discovery activity, filler language, and extended monologues when those behaviors matter to your coaching.
Every objection categorized and counted: timing, financing, condition, price, and more. Watch the mix move month to month.
Flag any word or phrase and it gets counted across every conversation, with who says it most and least.
Inbound versus outbound versus in-person, and the lead source behind every conversation.
Next steps defined and next-step percentage, alongside appointments asked, set, and recorded.
Monitor the language that shapes your customer experience.
Flag a word, phrase, or acronym to see how often it appears, who uses it most or least, and the calls behind the count.
Use it to keep brand language consistent, catch hedges like "just checking in," and watch compliance or partner mentions. Every team has language standards. This is how you check they're actually happening.
Use objection patterns to understand what prospects are raising most often.
Every objection gets categorized and counted: timing, financing, condition, price, location, commission, and more. The mix can reveal the concerns buyers and sellers raise most often in recorded conversations.
Appointment-setting is one of the most important skills in real estate sales.
It's what keeps the conversation going and the deal moving. Many teams lack a clear view of how often agents ask for appointments and convert those asks into scheduled next steps.
Now it's three numbers, asked, set, and recorded, as counts or rates, for one agent or the whole team. Now you can tell the difference between needing a better ask and a team that isn't asking at all.
Filter to the conversations that matter.
Slice any view down to the exact conversations you're asking about: rating, objections, outcomes, keywords, pipeline, stage, source, team, call type, and more.
Some filters come straight from your CRM. Stages and lead sources import automatically, so you can slice conversations by the pipeline you already run, without setting anything up.
Combine filters with OR, AND, and NOT logic. Preview the call count before applying a view, then save the view for recurring review.
| Metric | Last 90 | Last 60 | Last 30 |
|---|---|---|---|
| Call Rating | 3.1 | 3.3 | 3.6 |
| 5-Star Calls % of Total | 6.1% | 7.4% | 9.2% |
| Ask Rate % of ToF Calls | 14.2% | 17.8% | 21.5% |
| Set Rate % of Appts Asked | 71.3% | 76.0% | 82.4% |
| Set Rate % of ToF Calls | 10.1% | 13.5% | 17.7% |
See 30-, 60-, and 90-day performance trends side by side.
Overall call stats and call efficiency stats, with month-over-month growth beside each table in three consecutive monthly buckets.
Compare appointment ask rate with appointment-set rate to distinguish between an asking problem and a conversion problem.
Use the report in leadership reviews, coaching discussions, and performance conversations.
Give leaders the visibility to coach the right pattern.
Filter team performance by agent, group, lead source, pipeline stage, objection, or date range. Then turn the findings into focused coaching, practice, and team-meeting agendas.
See the patterns hidden in your team's conversation volume.
You know what your team's activity looks like. Managers can manually review only a small portion of conversation volume, so the patterns stay invisible. Not the one bad call. The thing eleven agents are all doing that no one person heard enough calls to catch.
Analyze performance by agent, group, or organization.
Every number on this page exists at three levels: agent, group, and organization. The same dashboard answers "how is the team doing" and "what is driving a specific agent's performance."
The Agents view puts it all in one sortable table: 14 metrics, every row a person, with the period-over-period change on each.
Turn lead-volume discussions into a fact-based coaching conversation.
The agent says they need more leads. Compare leads assigned, leads contacted, ask rate, next-step rate, and recurring objections to understand where the process is breaking down.
Now you pull it up together: what they were given, how many they actually called, their ask rate, their next-step rate against the team's, and the objection they're losing on.
Generate a data-backed agenda for your next team meeting.
The dashboards tell you what happened. Shilo Insights summarizes key patterns, recommended coaching focus areas, and suggested role-play scenarios based on the filters you select.
Each suggested role play is a real agent's real call, linked and tagged with the improvement it addresses. Drop them into a Team Library folder and next month's training is built.
Use conversation data to coach patterns, not police activity.
The moment a dashboard becomes a way to catch people short, agents start managing the number instead of the conversation. Lead with the wins. There are more of them in here than you expect.
Pick the words that matter to your brand and watch them. Examples: required brand language, unsupported promises, overused hedges, lender references, or other phrases that matter to your team. Set language standards and monitor whether they appear in recorded conversations.
Filter to your most expensive lead source, with the objection you lose on, with no defined next step. This view can help isolate a specific performance issue by source, objection, stage, and next-step behavior.
Generate the org insight summary, take the top improvements and the suggested role plays into the room, and you've prepped a team meeting in four minutes. A shared, evidence-based starting point for the conversation.
Nobody gets called out. Compare live-call behavior with practice performance to identify whether the gap is skill, consistency, confidence, or workflow, and the conversation becomes about a habit rather than about anybody's character.
We'll scope the data views, integrations, access model, and coaching workflow your team needs.
One engine. Six tools that make you better on the phone.
Conversation Intelligence is where all of it becomes a number.
Every call graded 1-5 the second it ends. What worked, what to fix.
ExploreRun the real call back, same buyer, same objections, until it's a 5.
ExploreYour in-person appointments, recorded and graded like every call.
ExploreA personal 1-on-1 built from your real calls, on a cadence that sticks.
ExploreYour selling style, read from your real calls. Not a quiz you took once.
ExploreEvery call on the team, turned into numbers you can run a meeting on.
ExploreShilo plugs into the tools you already use.
Setup takes about 5 minutes. After setup, Shilo analyzes supported recorded calls automatically and delivers insights in your workflow. You just make your calls and the feedback shows up.
See all integrations Don't see yours? Tell us. That's usually how the next one gets built.
Follow Up Boss 
BoldTrail 
Lofty 
CINC 
Sierra Interactive 
GoHighLevel 
Sure Send How conversation intelligence works.
The things team leaders and agents ask before they try it.
Your CRM tracks activity. Shilo adds conversation-quality, behavior, and coaching insights from recorded calls and appointments.
Quality: call and appointment ratings with trend. Activity: total volume, average call time, and conversations analyzed by inbound, outbound, and in-person. Conversation Behavior: questions asked, filler words, and monologues. Appointments: asked versus set versus recorded, as counts or rates. Objections: the objection mix, categorized and counted. Keywords: keyword mentions with counts. Sources: lead source breakdown. Outcomes: next steps defined and next-step percentage. At the agent, group, or org level.
Yes, and they should. Every agent gets their own dashboard with the same metrics and filters. If you're a solo agent, that's your whole experience: same product, one person on it.
Flag any word, acronym, or phrase and Shilo counts it across every conversation in scope, showing you totals and who says it most and least. Teams use it for brand language, hedging language, compliance and partner mentions, and to catch topics coming up too early in a call.
Slice any view by rating, objections, outcomes, keywords, questions asked, pipeline, stage, source, team, call type, and more, with new filters added all the time. Stages and sources come straight from your CRM. Filters support OR, AND, and NOT logic, every option shows its call count before you apply it, and any filter set can be saved as a standing view.
Choose preset or custom date ranges, then view trends by day, week, or month.
My Shilo Journey gives you a 30 Day, a 60 Day, and a 90 Day report across onboarding, plus a rolling Last 90 Days you can pull any time. Each one shows every metric at 90, 60 and 30 days side by side, so you're reading a trajectory rather than a snapshot, with month-over-month growth alongside. They cover call rating, calls analyzed, 5-star calls, call hours and role play hours used, top-of-funnel volume, appointment ask rate, and set rate measured both against asks and against top-of-funnel calls.
About 5 minutes inside Follow Up Boss or BoldTrail, with setup varying a little on the other supported CRMs. Shilo imports your agents, stages, and sources automatically. The one requirement is that your CRM is receiving call recordings.
Turn conversation data into your next coaching decision.
Who needs help. Which source is underdelivering. Which words your team keeps using. And exactly where the calls break.