Add RealtyIQ to Home Screen
Access your leads instantly — no browser needed.
Your 14-day Pro trial is over, but your data is safe. Subscribe to pick up right where you left off.
Full access, no credit card required. Here's a quick look at the 6 features that'll help you close more deals.
IF [trigger] THEN [action] — rules fire automatically when conditions are met.
Upload a CSV from Zillow, Realtor.com, or any portal. We'll auto-map the columns.
Paste the body of a lead notification email from Zillow, Realtor.com, or any portal. We'll extract the contact info automatically.
Upload a CSV file with your listing data. Expected columns: Address, City, State, ZIP, Price, Beds, Baths, Sqft, Status, MLS Number, Listing Date.
Industry-ready templates and sequences you can activate with one click. Each playbook includes pre-written email and SMS templates tailored to real estate workflows.
Track your activity metrics and funnel performance. See response times, outreach volume, contact rates, and conversion metrics at a glance.
Your retention ROI story — the numbers that matter
Customize your average commission to get accurate ROI estimates
See exactly how much commission RealtyIQ influences each month. Track leads touched, deals closed, and your return on investment — the ultimate retention proof.
Available on Pro and Premium plans
Generate QR codes for showings. Visitors scan → leads auto-import into CRM.
Auto-generated snapshots of your business metrics.
Choose how often you receive performance reports and which metrics to include.
Select which metrics appear in your reports.
See exactly which channels drive your revenue. Pie charts, revenue by source, conversion funnels, ROI per channel, and time-to-close breakdowns. Available on Pro and Premium plans.
See which channels generate the most revenue so you can double down on what works.
| Source | Leads | Closed | Conv% | Revenue | Cost/Lead | ROI | Avg Days |
|---|
Enter what you spend per month on each channel. Used to calculate cost-per-lead and ROI.
Track your earnings per deal, see YTD totals, set annual goals, and project future income from your pipeline. Available on Pro and Premium plans.
Commission tracking, YTD earnings, and pipeline projections
Deals under contract or closing. Estimated commission based on current rate (3%).
| Close Date | Client | Property | Sale Price | Rate | Gross | Net | |
|---|---|---|---|---|---|---|---|
| No closed deals with commission logged yet. Move deals to "Closed" and log commission to see them here. | |||||||
Past clients who send you referrals are your most valuable marketing channel. Referral tracking shows the ROI of your retention efforts — proving that staying in touch pays off. Click any client above to see their full referral chain.
Valuations, equity tracking & pre-listing checklists for your listing clients
Create a pre-listing checklist to track everything needed before going live.
See exactly what your seller walks away with after mortgage payoff, closing costs, and commission.
Upgrade to Premium →| Address | Price | Bed/Bath | Sq Ft | $/sqft | Status | DOM | Match |
|---|
| Address | Sale Price | Bed/Bath | Sq Ft | $/sqft | Status | DOM | Match |
|---|
Automated SMS drip campaigns for new leads, past clients, referrals, and open houses. Messages send during business hours (9 AM - 7 PM local time).
{first_name} {last_name} {email} {phone} {city} {address} {days_since_close} {months_since_close} {referral_name}
Build a high-performing team! Invite agents, ISAs, and team leaders. Assign leads, track performance, and collaborate on deals.
Available on Premium tier ($499/mo)
Team activity from the last 7 days
Upcoming follow-ups and appointments, grouped by day
Schedule, track, and manage all client showings
This info appears on your client portals. A professional photo and bio builds trust.
Get a dedicated SMS number for your business. Clients text your number and replies come straight into your RealtyIQ inbox — no Twilio account needed.
Have your own Twilio account? Enter your credentials below. Your BYOT number takes priority over a provisioned number.
Customize how RealtyIQ's AI sounds in your communications. Train it to write like YOU, not generic AI.
Customize automated touchpoints that trigger when clients move through transaction stages. Enable/disable or edit timing and messages.
Stay compliant with CAN-SPAM, TCPA, and real estate regulations. Manage consent tracking, data retention, and call recording disclosures.
Your client database is yours. We never sell or share your data. Export anytime, no limits.
Download a complete copy of all your RealtyIQ data as CSV files in a ZIP archive. Includes clients, follow-ups, call logs, SMS history, and activity timeline.
Preparing export...We take your privacy seriously. Review our full privacy policy to understand how we protect your data.
Per-client email, SMS, and call consent overview.
Loading...
Full history of consent changes for compliance records.
Loading...
Connect your calendar to auto-sync appointments booked by your AI receptionist and upcoming follow-ups.
Set custom reminders for clients, deals, and any action you don't want to miss.
Choose which notifications you receive and how they're delivered.
Step-by-step tours for every RealtyIQ feature. Click Start to launch any tour in the app.
Manage your plan, view usage, and upgrade to unlock more features.
Permanently delete your RealtyIQ account and all associated data. This action cannot be undone after 30 days.
Manage demo booking requests from your public demo page. Mark prospects as contacted, booked, or completed to track your sales pipeline.
Manage support tickets submitted by your realtors. Respond, update status, and track resolution.
Everything you need to hit the ground running. Work through each section to get the most out of your CRM.
| Add your clients | → | |
| Set up follow-ups | → | |
| Browse email templates | → | |
| Run a market scan | → | |
| Check referral ROI | → | |
| AI phone receptionist | → |
📚 Feature Walkthroughs
CRM & Client Pipeline
Organize clients, track deals, and never lose a lead
Email Marketing
Templates, one-off emails, and automated drip campaigns
AI Phone Receptionist
Qualifies leads, books appointments, and creates follow-ups automatically
Market Intelligence
Real-time alerts, comps, and market dashboard for your territory
Follow-Up Automation
Never miss a touchpoint — smart scheduling does the thinking for you
Referral Management
Track ROI, manage partners, and launch referral campaigns
Everything you need to know about RealtyIQ — step-by-step guides for every feature.
Whether you just signed up or you're helping a teammate onboard, this section walks you through everything from creating your account to understanding the dashboard for the first time.
| Plan | Price | Best For | Key Features |
|---|---|---|---|
| Starter | $99/mo | New agents | CRM, deal pipeline, AI follow-up scheduling, manual follow-up creation |
| Pro | $249/mo | Active agents | Everything in Starter + automated email sends, market intelligence alerts, referral tracking with ROI, drip campaigns, lead scoring, earnings dashboard, SMS messaging |
| Premium | $499/mo | Power users / teams | Everything in Pro + AI phone receptionist, CMA generator, transaction checklists, Google/Outlook calendar sync, priority support |
The Morning tab is your command center. Every time you open RealtyIQ, this is where you land — a prioritized snapshot of what needs your attention today.
Your CRM is the heart of RealtyIQ. Every client, lead, and past client lives here. Keep it current and the rest of the platform runs itself.
RealtyIQ's AI Follow-Up System monitors every client's activity and schedules the right outreach at the right time — automatically. You review and approve; the system does the planning.
RealtyIQ gives every agent a dedicated SMS number. Send texts from inside the app, auto-respond to inbound leads after hours, and manage all conversations in one inbox.
RealtyIQ's email automation uses AI to draft personalized messages for every client situation — check-ins, market updates, listing announcements, and more. You review; it sends.
The Calendar tab consolidates all your appointments, follow-ups, and showings into a single day-grouped view. Google/Outlook calendar sync requires Premium.
Most real estate business comes from referrals. RealtyIQ tracks every referral source, automates thank-you outreach, and shows you exactly which relationships are worth doubling down on.
Market Intelligence keeps you informed of every relevant property event in your territory — new listings, price drops, nearby sales — so you always have something meaningful to say to clients.
Leads enter RealtyIQ through multiple channels — phone calls, web forms, SMS, and manual entry. The system qualifies and routes them automatically so none fall through the cracks.
Your AI Phone Receptionist answers every call when you're unavailable, qualifies the caller, books appointments, and creates follow-up tasks — all without you lifting a finger.
Premium subscribers get access to RealtyIQ's automated lead scraper — a system that monitors public real estate data sources and surfaces qualified prospects in your territory every night.
All account preferences live in the Settings tab. Use the sections below to find exactly what you're configuring.
RealtyIQ uses Stripe for secure payment processing. All pricing is monthly, no contracts, cancel anytime.
| Feature | Starter $99 | Pro $249 | Premium $499 |
|---|---|---|---|
| CRM & Client Pipeline | ✓ | ✓ | ✓ |
| AI Phone Receptionist | ✓ | ✓ | ✓ |
| SMS Messaging | ✓ | ✓ | ✓ |
| Basic Follow-Ups | ✓ | ✓ | ✓ |
| Referral Tracking | ✓ | ✓ | ✓ |
| AI Follow-Up Scheduling | — | ✓ | ✓ |
| Email Drip Campaigns | — | ✓ | ✓ |
| SMS Sequences | — | ✓ | ✓ |
| Market Intelligence | — | ✓ | ✓ |
| Calendar Sync | — | ✓ | ✓ |
| Automated Lead Scraping | — | — | ✓ |
| Custom AI Phone Scripts | — | — | ✓ |
| Priority Support | — | — | ✓ |
URGENT: [your account email].Ready to take action between showings
Select a client to send their next AI-generated follow-up email.
Tell us what's wrong and we'll get back to you as soon as possible.
We received your report and will look into it shortly. You can close this window.
Get notified when new listings match this buyer's criteria
Track communication consent to stay compliant with CAN-SPAM and TCPA.
Upload your contacts from a spreadsheet. We'll auto-detect columns and let you confirm the mapping before importing.
We've auto-detected your column mapping. Review and adjust if needed.
Select a client to activate this playbook for. This will create all follow-up tasks in the sequence.
The team member will receive an invite email with instructions to set their password.