Legacy Planning

When real estate is involved, the legalities and logistics of selling a property can add significant stress to an already challenging time. See how we can help.

Legacy planning goes beyond just writing a will.

It's a proactive approach that considers how your real estate holdings can be used to achieve your long-term goals.  Do you want to create a steady stream of income for future generations? Minimize tax burdens for your heirs?  Ensure a smooth transition for your family if your needs change? A well-crafted real estate plan addresses these questions and more.

Sales Platform

Arri for Sales is a sales automation and CRM platform that helps growing sales teams capture, qualify, and engage leads like never before to win more business. Leverage data, AI, and our software to maximize your team's profits.


Keep track of leads in a CRM, not on paper. Arri's Sales CRM brings together the info you need for your sales strategy. Automation takes care of menial tasks so you and your team can focus on growing your business.

Account Management

Arri’s automation-first approach to sales engagement grows touchpoints into relationships and leads into customers. Add one-to-one emails to automated outbound sales sequences to personalize experiences and increase efficiency.

Automated Sales Engagement

Use sales pipelines to stay up-to-date on open deals so nothing slips through the cracks. Even when you're on the go. When next steps are clear, you can turn potential customers into paying customers.

Lead Scoring & Nurturing

What is a lead score? It’s a simple number that goes up or down based on how contacts interact with your business. Do they visit your site? Open an email? Submit a form? Add to their lead score, so you can see how engaged each contact is at a glance.
Learn More About Our Sales Platform
Automation Tools

Deliver compelling, personalized communications to your audience at the right time by automating emails and interactions. With the power of Arri ai, you're able to automate any size task and route leads to the right teams to ensure a consistent experience from start to finish.

Personalized Customer Journeys

Unified & actionable data to grow your businessCustom objects give you a complete view of every customer and their touch points by unifying data from the apps you use the most across your entire tech stack.

Create powerful workflows from that data and automate 1:1 customer experiences that make your business stand out — and accelerate your growth.

AI Powered Experiences

AI is transforming the way businesses approach customer experience. By leveraging AI-powered tools, teams can gain deep insights into customer behavior, automate repetitive tasks, and deliver hyper-targeted messaging.

Dynamic Content

Make sure your customers see the most relevant message for them, leading to higher engagement, sales, and loyalty. Swap images, copy, and CTAs based on saved customer data such as demographic information, past purchases, and engagement history.

Ann's Video Story Part One

What if you could bless your children today while you are alive to enjoy their appreciation with no cost or taxes imposed on you or your family? Over the last 10 years, we have designed many strategic family plans with their investment properties. With the use of a 1031 exchange, you can bless your kids today while you’re alive and not pay capital gains taxes which enhances the development of Generational Wealth. If you’d like to learn more about how you can remove the burden of an investment property, bless your children and/or grandchildren today and pass on a legacy with no capital gains taxes contact us. We’ll schedule a convenient time to learn more about your properties, your family, and your goals. Once we have a clear understanding we can offer you some Real Estate Planning Strategies that will allow you to create a legacy with your investment properties and create generational wealth.


Schedule A Legacy Planning Consultation

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Ann's Video Story Part Two

Ann's Video Story Part Three