Every conversation, turned into numbers you can act on.
Shilo scores every call and appointment on the same standard, then shows you the patterns: ratings and trends, the appointment funnel, the objections coming up, and the words that keep showing up. For one agent or the whole team.
Improvement stops being something you hear about at review time.
Most agents only have a feeling to go on. You think you had a good month. You think you've gotten better at the price objection. You think you ask for the appointment more than you used to.
Now it's measured, and it's yours to look at whenever you want: your rating and trend, your appointment asks and sets, your next-step rate, the words you lean on, and the objections you hear most.
Your rating, your next-step rate, your appointment asks, over any window from today to all time. Improvement you can see instead of wait for.
Which objection shows up most in your calls. Which lead source you convert best. Which word you say 400 times a month without noticing.
Not "get better on the phone." Your next-step rate on live calls, next to your own rate in practice. That gap is usually the fastest thing you can fix.
Your CRM says the calls happened. Shilo shows you how they went.
Your CRM tracks activity: calls made, stages moved, contacts touched. It says nothing about the conversation itself. Here's what gets measured now.
Call rating and appointment rating, to the decimal, each with a trend. 5-star call count, by agent, source, or stage.
Total volume, average call time, and questions asked. Plus filler words and monologues when you want them on the chart.
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.
Track the words that matter, across every conversation.
Flag any word, phrase, or acronym and Shilo counts it across every call and appointment: how often it comes up, who says it most and least, and a click straight through to the calls behind the number.
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.
Get a read on market sentiment through objection data
Every objection gets categorized and counted: timing, financing, condition, price, location, commission, and more. That mix is what your buyers and sellers are actually worried about right now, in their own words.
Setting the appointment is the most important skill on the phone.
It's what keeps the conversation going and the deal moving. And until Shilo, nobody had the data: how often your agents actually ask for the appointment, and how often the ask turns into a defined time.
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.
Look at the data from every angle.
Slice any view down to the exact conversations you're asking about: rating, objections, outcomes, keywords, pipeline, stage, source, team, call type, and more. And we're always adding new ones.
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.
Filters take real logic, OR, AND, and NOT, and every option shows its call count before you apply it. Save any filter set as a standing view you check on Monday.
| 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% |
Every metric at 90, 60, and 30 days, side by side.
Overall call stats and call efficiency stats, with month-over-month growth beside each table in three consecutive monthly buckets.
The last two rows matter. A team converting 80% of its asks but asking on 20% of its calls doesn't have a closing problem, it has an asking problem. The report puts those rates one row apart so you can't confuse them.
Take it to your brokerage, into a recruiting conversation, or to a leadership meeting to help them understand the value of Shilo.
Right now your team's conversations are a black box that nobody has the hours to open.
You know what your team's activity looks like. But nobody can hear more than about 2% of the conversations, 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.
The whole floor, one agent, or anything in between.
Every number on this page exists at three levels: agent, group, and organization. The same dashboard answers "how is the team doing" and "what specifically is going on with Cody."
The Agents view puts it all in one sortable table: 14 metrics, every row a person, with the period-over-period change on each.
Settle "I need more leads" with the data.
The agent says they need more leads. You suspect they're not working the ones they have. Until now, neither of you could prove anything.
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.
Push one button and get your team meeting.
The dashboards tell you what happened. Shilo Insights tells you what it means. Set your filters, hit generate, and get a written read: top moments, top improvements with the exact replacement language, and role plays worth assigning.
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.
Focus on how to coach. Not who to catch.
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. "Home," not "property." No "just checking in." Lender language only after discovery. The standard has always been possible. Verifying it hasn't.
Filter to your most expensive lead source, with the objection you lose on, with no defined next step. That's the drain, isolated, and it's usually smaller and more fixable than it felt.
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 with material nobody can argue with.
Nobody gets called out. You show the whole team that next steps are defined 17% of the time live and 68% in practice, and the conversation becomes about a habit rather than about anybody's character.
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.
ExploreHow conversation intelligence works.
The things team leaders and agents ask before they try it.
Your CRM reports activity: calls made, stages moved, contacts touched. Shilo reports on what was actually said on those calls, scored on the same standard every time. One tells you the call happened. The other tells you how it went.
Call and appointment ratings with trend, conversations analyzed by inbound, outbound and in-person, appointments asked versus set versus recorded as counts or rates, total volume, average call time, questions asked, next steps defined and next-step percentage, filler words, monologues, lead source breakdown, keyword mentions with counts, and objection mix. 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.
Any window from Today through All Time, including custom date ranges, charted daily, weekly, or monthly, with up to nine metrics on one chart.
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.
Run on numbers, not guesses.
Who needs help. Which source is underdelivering. Which words your team keeps using. And exactly where the calls break.