RISE by MoxiWorks: An AI-driven marketing platform that guides agents' daily work
MoxiWorks has introduced RISE, an AI-driven real estate marketing platform that guides agents through their daily tasks. Instead of waiting for manual prompts or relying on rigid CRM reminders, RISE suggests the next best action and moves work forward.
Think less clicking around and more doing the right thing at the right time-follow-up, content, and campaign steps lined up in a clean queue. For marketing leaders, this means fewer gaps in execution and more consistent outcomes across teams.
What "guided" marketing looks like in practice
- A prioritized daily plan: who to contact, what to send, and where to publish.
- Listing promotion workflows: drafts property posts, emails, and ads from existing data, ready to review.
- Follow-up sequencing: recommended messages and timing based on engagement signals.
- Multi-channel coordination: email, social, and text steps bundled into one flow.
- Brand consistency: templates and guardrails so agents stay on-message.
Instead of asking an AI for prompts all day, agents get a guided workflow that tees up the next action and the content to match. You keep the human judgment-RISE reduces the busywork.
Why marketers should care
- Higher adoption: agents stick with tools that tell them what to do next.
- Faster campaign execution: fewer handoffs, fewer stalls.
- Message consistency at scale: your playbooks show up in the daily queue.
- Clear feedback loops: stronger data on what content and timing actually convert.
How this differs from a traditional CRM
- CRMs store data and set reminders. RISE orchestrates tasks and content.
- CRMs wait for user input. RISE proactively recommends the next step.
- CRMs track activity. RISE helps create it-drafting messages, posts, and workflows for approval.
Use your CRM as the system of record and compliance backbone. Use RISE to run the day.
Implementation checklist for marketing leaders
- Map your core workflows: listing launch, open house, lead nurture, price change, post-close.
- Define triggers: new lead source, status change, listing milestone, engagement thresholds.
- Centralize a content library: approved templates, brand voice, visual assets.
- Connect data sources: MLS, CRM, email, social, ad accounts.
- Set KPI baselines: time-to-first-touch, response rate, appointment rate, cost per lead.
- Create guardrails: brand rules, disclaimers, approval steps for sensitive messages.
- Pilot with a small cohort, iterate, then roll out in waves.
Metrics to watch
- Time-to-first-touch and total touches per lead
- Open, reply, and appointment rates by channel
- Listing time-on-market and traffic to listing pages
- Cost per lead and cost per appointment
- Agent adoption and task completion rates
Context from the industry
Brokerages are leaning into AI for practical gains: content automation, guided workflows, and smarter follow-up. You've seen moves like Real Brokerage working with MAXA to automate marketing, and AI concierge tools that let buyers speak their needs directly. RISE fits the same pattern-less manual effort, more consistent execution.
Recommended next steps
- Run a 60-day pilot with 10-20 agents across different production levels.
- Preload your templates and offers, then compare pilot vs. control on key KPIs.
- Document what the platform does well, where humans add the most value, and which approvals are essential.
- Roll out with training focused on "here's your daily queue" and "approve/edit/send" habits.
Skill up your team
If you're building an AI-enabled marketing operation, consider structured training to speed adoption and improve outcomes. See our AI Certification for Marketing Specialists and our AI courses by job function.
Bottom line: RISE shifts marketing from reminders to guided execution. For marketing teams, that means tighter workflows, better consistency, and clearer proof of what actually drives appointments and closings.
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