OttoDesk

Otto works inside the CRM and tools you already use.

Your assistant, right where you already work. OttoDesk puts Otto in a side panel next to whatever you have open - your CRM, your email, your calendar, a transaction room, a listing portal. Ask Otto to do something and it does it on the page, the way you would, then tells you what it did. No new app to learn, no copying and pasting between tabs, no "export this, re-import that." What Otto can do for you Clear the busywork. Log calls and notes, update records, add tags, build and send follow-ups, move a deal through your pipeline - on the screen you're already looking at. Move data between your tools. Pull a list out of one system and drop it into another, or into a spreadsheet, without the usual export-clean-reimport dance. Handle files. Download reports, read what's inside a spreadsheet or PDF, and bundle what you need into a single zip - then attach it right into an email or upload it into a form. Work your inbox. Draft replies in your own voice, pull a contact off a thread, line up your day. Find your next deal. Surface motivated-seller leads, pull comps and market numbers, and build a clean, shareable report or one-pager. Answer "what is this?" Summarize a page, a record, or a long document at a glance, and suggest the next useful move the moment you open the panel. You stay in control. Otto acts only when you ask, in your own signed-in session, at a human pace - never on its own and never while you're away. Anything that leaves your hands or can't be undone - sending a message, making a payment, signing, publishing, deleting — pauses for your one-tap approval first, and a bulk job is one tap for the whole list, never a wall of pop-ups. You can stop Otto at any moment. Built for how agents actually work. Otto never types your passwords, one-time codes, or card and bank numbers — those stay yours to enter. It follows fair-housing and calling rules, shows its work step by step, and keeps your clients' information inside your own account. It helps you move faster; it doesn't take the wheel. Who it's for Licensed real-estate agents and their teams who want their CRM, email, transaction tools, and listings handled for them — in one place, on their say-so. Sign in with your Trezly account to get started. What's new in 0.3.0 Otto can now do far more on the page: work across tabs, read and move files (download, read, and zip Excel, CSV, PDF, and Word), attach and upload files into forms, fill out multi-field forms, carry data between your tools, and suggest one-tap actions the moment you open the panel. Approvals for sends and other big actions are now one tap for a whole batch. Plus a Sign-out button in the panel.