Venari CRM is an AI-assisted workflow platform for licensed agents, teams and firms. Leverage your leads, log activities seamlessly by voice, manage your deals, and integrate your daily tasks wisely — all in one place.
Venari is the next generation of CRM.
Venari's AI layer is wired into the transaction itself. Speak a sentence and it files the task, books the date, updates the deal, and drafts the email — then waits for you to confirm. Every AI action is reviewable and logged.
Built alongside working agents — not designed for a demo and handed to you afterwards.
Track every deal from first contact to closed. Buyer, seller, tenant and landlord pipelines with stage-by-stage field guidance and critical date alerts that surface before they bite.
One book for clients, agents, attorneys, lenders and vendors. Notes follow a contact across every deal they've ever touched, so a returning client is never a cold start.
Move a deal to a new stage and the follow-up work appears — assigned, dated, and owned. Configure the playbook once; it runs the same way on every transaction after that.
Transaction folders created in Google Drive at exactly the right stage, named your way. Returning clients are matched to their existing folders instead of spawning duplicates.
GCI by period, deals won, lead source performance, and per-agent production. Splits and brokerage fees calculated per team, not hard-coded to somebody else's model.
Multi-tenant from day one. Every record is isolated at the database level, roles are enforced per seat, and every action lands in an audit log the owner can actually read.
Connect once. Venari keeps your email, files, calendar and contracts tied to the right transaction.
Loops created from the deal, with your template fields already populated from the transaction data you entered once. Contracts, signatures and compliance stay in Dotloop — the pipeline stays in Venari, and the two stay in sync.
Two-way · CoreEvery thread on a transaction, shown inside the deal. Triage, label, attach to a deal, save an attachment straight to Drive, and send AI-drafted replies from your own address with your signature.
Read & draftFolders created and named on your convention at the stage you choose. Past-client archives are searched before anything new is made, so a repeat client keeps one history.
FilesDue diligence expiration, closing, inspections and showings written to the calendar you already check — so no critical date lives only inside the CRM.
Deadlines
Venari is Latin for to hunt — the deliberate kind. It is the discipline of knowing which lead to chase, which deal needs you today, and which detail is about to cost you a closing.
Venari is developed and operated by Leonetti AI LLC, a software company based in Asheville, North Carolina. It is built for real estate professionals who need a faster, sharper way to run transactions without the weight of a generic CRM — designed inside a working brokerage, against real deals, on real deadlines.
Venari uses Google OAuth for secure sign-in and integrates Gmail, Drive and Calendar so files, email and dates stay tied to the right transaction. All Google API usage complies with the Google API Services User Data Policy, including the Limited Use requirements.
Venari uses Google APIs to provide the following features, and requests access only after you explicitly authorize it:
Google user data is used only to provide these features inside Venari. It is never used for advertising, never sold or transferred, never used to develop, improve or train generalized AI or machine learning models, and never read by a human except with your consent, for security purposes, or where required by law. Venari's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.
The full scope-by-scope breakdown is in our Privacy Policy, and you can revoke Venari's access at any time at myaccount.google.com/permissions.